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Schwab Intermediately-Term US Treasury ETF

466 hedge funds and large institutions have $9.95B invested in Schwab Intermediately-Term US Treasury ETF in 2025 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 238 increasing their positions, 118 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
466
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
44
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
ES
201
Eagle Strategies
New York
$1.36M
BCM
202
Brookstone Capital Management
Illinois
$1.32M
LIM
203
Leavell Investment Management
Alabama
$1.29M
SIP
204
Sellwood Investment Partners
Oregon
$1.28M
HFS
205
Horizon Financial Services
North Carolina
$1.27M
HCWM
206
Hidden Cove Wealth Management
Washington
$1.24M
TIM
207
Tortoise Investment Management
New York
$1.23M
AMG
208
Asset Management Group
Connecticut
$1.23M
Janney Montgomery Scott
209
Janney Montgomery Scott
Pennsylvania
$1.23M
CWM
210
Comprehensive Wealth Management
Washington
$1.23M
SIM
211
Studio Investment Management
Illinois
$1.21M
BAM
212
Belpointe Asset Management
Nevada
$1.21M
TLFA
213
True Link Financial Advisors
California
$1.21M
Mercer Global Advisors
214
Mercer Global Advisors
Colorado
$1.2M
DI
215
Diligent Investors
California
$1.16M
VVP
216
Venture Visionary Partners
Ohio
$1.16M
FTS
217
Fifth Third Securities
Ohio
$1.16M
Koshinski Asset Management
218
Koshinski Asset Management
Illinois
$1.15M
WIM
219
Waycross Investment Management
Washington
$1.14M
1IA
220
1620 Investment Advisors
Massachusetts
$1.13M
Renaissance Technologies
221
Renaissance Technologies
New York
$1.13M
Grantham, Mayo, Van Otterloo & Co (GMO)
222
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$1.13M
TPCW
223
TD Private Client Wealth
New York
$1.11M
Envestnet Portfolio Solutions
224
Envestnet Portfolio Solutions
Illinois
$1.1M
CFIA
225
Cantor Fitzgerald Investment Advisors
New York
$1.1M