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Schwab Intermediately-Term US Treasury ETF

459 hedge funds and large institutions have $9.52B invested in Schwab Intermediately-Term US Treasury ETF in 2025 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 220 increasing their positions, 111 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
459
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
45
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IWM
201
IHT Wealth Management
Illinois
$1.26M
JWM
202
JFG Wealth Management
Colorado
$1.23M
TPCW
203
TD Private Client Wealth
New York
$1.22M
AMG
204
Asset Management Group
Connecticut
$1.22M
DI
205
Diligent Investors
California
$1.21M
BAM
206
Belpointe Asset Management
Nevada
$1.21M
LIM
207
Leavell Investment Management
Alabama
$1.2M
1IA
208
1620 Investment Advisors
Massachusetts
$1.19M
EFG
209
Ethos Financial Group
Pennsylvania
$1.19M
EWM
210
Empirical Wealth Management
Washington
$1.18M
HFS
211
Horizon Financial Services
North Carolina
$1.18M
Janney Montgomery Scott
212
Janney Montgomery Scott
Pennsylvania
$1.17M
SIM
213
Studio Investment Management
Illinois
$1.17M
W
214
WorthPointe
California
$1.16M
CA
215
CoreCap Advisors
Michigan
$1.16M
VVP
216
Venture Visionary Partners
Ohio
$1.15M
WIM
217
Waycross Investment Management
Washington
$1.15M
CAPTRUST Financial Advisors
218
CAPTRUST Financial Advisors
North Carolina
$1.14M
FTS
219
Fifth Third Securities
Ohio
$1.13M
TLFA
220
True Link Financial Advisors
California
$1.12M
CFIA
221
Cantor Fitzgerald Investment Advisors
New York
$1.12M
Koshinski Asset Management
222
Koshinski Asset Management
Illinois
$1.12M
EWA
223
EverSource Wealth Advisors
Alabama
$1.07M
SIP
224
Sellwood Investment Partners
Oregon
$1.05M
IWA
225
Integrity Wealth Advisors
California
$1.04M