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Schwab Intermediately-Term US Treasury ETF

480 hedge funds and large institutions have $9.97B invested in Schwab Intermediately-Term US Treasury ETF in 2025 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 239 increasing their positions, 121 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
480
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
47
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
IA
201
IFP Advisors
Florida
$1.4M
WJA
202
Willis Johnson & Associates
Texas
$1.4M
SPW
203
Sonoma Private Wealth
California
$1.38M
ES
204
Eagle Strategies
New York
$1.36M
BCM
205
Brookstone Capital Management
Illinois
$1.32M
LIM
206
Leavell Investment Management
Alabama
$1.29M
SIP
207
Sellwood Investment Partners
Oregon
$1.28M
HFS
208
Horizon Financial Services
North Carolina
$1.27M
HCWM
209
Hidden Cove Wealth Management
Washington
$1.24M
TIM
210
Tortoise Investment Management
New York
$1.23M
AMG
211
Asset Management Group
Connecticut
$1.23M
Janney Montgomery Scott
212
Janney Montgomery Scott
Pennsylvania
$1.23M
CWM
213
Comprehensive Wealth Management
Washington
$1.23M
SIM
214
Studio Investment Management
Illinois
$1.21M
BAM
215
Belpointe Asset Management
Nevada
$1.21M
TLFA
216
True Link Financial Advisors
California
$1.21M
Mercer Global Advisors
217
Mercer Global Advisors
Colorado
$1.2M
DI
218
Diligent Investors
California
$1.16M
VVP
219
Venture Visionary Partners
Ohio
$1.16M
FTS
220
Fifth Third Securities
Ohio
$1.16M
Koshinski Asset Management
221
Koshinski Asset Management
Illinois
$1.15M
WIM
222
Waycross Investment Management
Washington
$1.14M
EPL
223
Essential Partners LLC
California
$1.14M
1IA
224
1620 Investment Advisors
Massachusetts
$1.13M
Renaissance Technologies
225
Renaissance Technologies
New York
$1.13M