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Schwab Intermediately-Term US Treasury ETF

451 hedge funds and large institutions have $9.14B invested in Schwab Intermediately-Term US Treasury ETF in 2025 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 188 increasing their positions, 142 reducing their positions, and 43 closing their positions.

Holders
451
Holders Change
+18
Holders Change %
+4.16%
% of All Funds
6.05%
Holding in Top 10
44
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.76%
% of All Funds
0.59%
New
68
Increased
188
Reduced
142
Closed
43
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Koshinski Asset Management
201
Koshinski Asset Management
Illinois
$1.08M +$4.61K +184 +0.4%
MFG
202
Merit Financial Group
Georgia
$1.07M -$27.3K -1,091 -2%
HFS
203
Horizon Financial Services
North Carolina
$1.06M +$31.4K +1,254 +3%
IWA
204
Integrity Wealth Advisors
California
$1.03M -$113K -4,508 -10%
Mercer Global Advisors
205
Mercer Global Advisors
Colorado
$1.02M -$243K -9,713 -19%
SIP
206
Sellwood Investment Partners
Oregon
$1.02M +$68.7K +2,745 +7%
FIM
207
Freedom Investment Management
Connecticut
$1.02M -$46K -1,837 -4%
TLFA
208
True Link Financial Advisors
California
$1.01M +$901 +36 +0.1%
FTS
209
Fifth Third Securities
Ohio
$1M -$33K -1,320 -3%
NRI
210
NFP Retirement Inc
California
$1M +$11.6K +463 +1%
MWAM
211
Manhattan West Asset Management
California
$991K -$16.3K -652 -2%
PAS
212
Park Avenue Securities
New York
$956K +$42.8K +1,711 +5%
CWM
213
Congress Wealth Management
Massachusetts
$938K -$23.6K -942 -2%
AWM
214
Avior Wealth Management
Nebraska
$936K +$5.43K +217 +0.6%
Janney Montgomery Scott
215
Janney Montgomery Scott
Pennsylvania
$918K -$1.36M -54,256 -60%
Renaissance Technologies
216
Renaissance Technologies
New York
$916K -$3.76M -150,400 -80%
PFG
217
PAX Financial Group
Texas
$913K -$851K -33,992 -48%
PAYA
218
Phil A. Younker & Associates
Alaska
$881K
BF
219
Brucke Financial
Indiana
$868K +$79.8K +3,190 +10%
CB
220
Commerce Bank
Missouri
$864K +$12.1K +485 +1%
AIM
221
Advyzon Investment Management
Illinois
$864K +$864K +34,517 New
CAPTRUST Financial Advisors
222
CAPTRUST Financial Advisors
North Carolina
$862K +$11K +438 +1%
OFS
223
OneAscent Financial Services
Alabama
$849K -$1.52M -60,796 -64%
SPF
224
South Plains Financial
Texas
$838K
TSS
225
Two Sigma Securities
New York
$813K +$527K +21,049 +184%