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Schwab Intermediately-Term US Treasury ETF

507 hedge funds and large institutions have $10.4B invested in Schwab Intermediately-Term US Treasury ETF in 2026 Q1 according to their latest regulatory filings, with 74 funds opening new positions, 229 increasing their positions, 136 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
507
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

Top Buyers

1 +$283M
2 +$48.5M
3 +$30.8M
4
Bank of America
Bank of America
North Carolina
+$25.5M
5
JP Morgan Chase
JP Morgan Chase
New York
+$19.4M
Name Holding Trade Value Shares
Change
Change in
Stake
WA
201
WBH Advisory
Maryland
$1.78M
RW
202
Rede Wealth
Virginia
$1.76M
Financial Engines Advisors
203
Financial Engines Advisors
California
$1.75M
SIP
204
Sellwood Investment Partners
Oregon
$1.75M
SP
205
Successful Portfolios
Florida
$1.72M
AIA
206
Alternative Investment Advisors
Florida
$1.68M
NRWA
207
North Ridge Wealth Advisors
Oregon
$1.67M
AWA
208
A4 Wealth Advisors
North Carolina
$1.64M
TIM
209
Tortoise Investment Management
New York
$1.62M
Citadel Advisors
210
Citadel Advisors
Florida
$1.56M
MWM
211
MFG Wealth Management
Indiana
$1.5M
IA
212
IFP Advisors
Florida
$1.47M
AFG
213
Atomi Financial Group
New York
$1.46M
CB
214
Commerce Bank
Missouri
$1.45M
BWA
215
BlueSky Wealth Advisors
North Carolina
$1.44M
CWM
216
Comprehensive Wealth Management
Washington
$1.36M
AMG
217
Asset Management Group
Connecticut
$1.33M
ES
218
Eagle Strategies
New York
$1.31M
WFS
219
WealthGarden F.S.
California
$1.29M
TLFA
220
True Link Financial Advisors
California
$1.28M
BAM
221
Belpointe Asset Management
Nevada
$1.26M
WAP
222
Wealthcare Advisory Partners
Pennsylvania
$1.22M
CA
223
CoreCap Advisors
Michigan
$1.22M
NA
224
NewEdge Advisors
Louisiana
$1.2M
EP
225
Essential Partners
California
$1.17M