SCHR icon

Schwab Intermediately-Term US Treasury ETF

465 hedge funds and large institutions have $9.55B invested in Schwab Intermediately-Term US Treasury ETF in 2025 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 221 increasing their positions, 114 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
465
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
ES
201
Eagle Strategies
New York
$1.28M
BHPW
202
Beverly Hills Private Wealth
California
$1.26M
IWM
203
IHT Wealth Management
Illinois
$1.26M
JWM
204
JFG Wealth Management
Colorado
$1.23M
TPCW
205
TD Private Client Wealth
New York
$1.22M
AMG
206
Asset Management Group
Connecticut
$1.22M
DI
207
Diligent Investors
California
$1.21M
BAM
208
Belpointe Asset Management
Nevada
$1.21M
LIM
209
Leavell Investment Management
Alabama
$1.2M
1IA
210
1620 Investment Advisors
Massachusetts
$1.19M
EFG
211
Ethos Financial Group
Pennsylvania
$1.19M
EWM
212
Empirical Wealth Management
Washington
$1.18M
HFS
213
Horizon Financial Services
North Carolina
$1.18M
Janney Montgomery Scott
214
Janney Montgomery Scott
Pennsylvania
$1.17M
SIM
215
Studio Investment Management
Illinois
$1.17M
W
216
WorthPointe
California
$1.16M
CA
217
CoreCap Advisors
Michigan
$1.16M
VVP
218
Venture Visionary Partners
Ohio
$1.15M
WIM
219
Waycross Investment Management
Washington
$1.15M
CAPTRUST Financial Advisors
220
CAPTRUST Financial Advisors
North Carolina
$1.14M
FTS
221
Fifth Third Securities
Ohio
$1.13M
TLFA
222
True Link Financial Advisors
California
$1.12M
CFIA
223
Cantor Fitzgerald Investment Advisors
New York
$1.12M
Koshinski Asset Management
224
Koshinski Asset Management
Illinois
$1.12M
EWA
225
EverSource Wealth Advisors
Alabama
$1.07M