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Schwab Intermediately-Term US Treasury ETF

474 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 63 funds opening new positions, 238 increasing their positions, 118 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
474
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
SPW
201
Sonoma Private Wealth
California
$1.38M
ES
202
Eagle Strategies
New York
$1.36M
BCM
203
Brookstone Capital Management
Illinois
$1.32M
LIM
204
Leavell Investment Management
Alabama
$1.29M
SIP
205
Sellwood Investment Partners
Oregon
$1.28M
HFS
206
Horizon Financial Services
North Carolina
$1.27M
HCWM
207
Hidden Cove Wealth Management
Washington
$1.24M
TIM
208
Tortoise Investment Management
New York
$1.23M
AMG
209
Asset Management Group
Connecticut
$1.23M
Janney Montgomery Scott
210
Janney Montgomery Scott
Pennsylvania
$1.23M
CWM
211
Comprehensive Wealth Management
Washington
$1.23M
SIM
212
Studio Investment Management
Illinois
$1.21M
BAM
213
Belpointe Asset Management
Nevada
$1.21M
TLFA
214
True Link Financial Advisors
California
$1.21M
Mercer Global Advisors
215
Mercer Global Advisors
Colorado
$1.2M
DI
216
Diligent Investors
California
$1.16M
VVP
217
Venture Visionary Partners
Ohio
$1.16M
FTS
218
Fifth Third Securities
Ohio
$1.16M
Koshinski Asset Management
219
Koshinski Asset Management
Illinois
$1.15M
WIM
220
Waycross Investment Management
Washington
$1.14M
1IA
221
1620 Investment Advisors
Massachusetts
$1.13M
Renaissance Technologies
222
Renaissance Technologies
New York
$1.13M
Grantham, Mayo, Van Otterloo & Co (GMO)
223
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$1.13M
TPCW
224
TD Private Client Wealth
New York
$1.11M
Envestnet Portfolio Solutions
225
Envestnet Portfolio Solutions
Illinois
$1.1M