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Schwab Intermediately-Term US Treasury ETF

251 hedge funds and large institutions have $3.71B invested in Schwab Intermediately-Term US Treasury ETF in 2020 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 77 increasing their positions, 86 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
251
Holders Change
+14
Holders Change %
+5.91%
% of All Funds
5.54%
Holding in Top 10
26
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+52.94%
% of All Funds
0.57%
New
52
Increased
77
Reduced
86
Closed
34
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
GP
226
Greenline Partners
New York
$10K +$10K +344 New
FRA
227
Front Row Advisors
California
$9K
Carson Wealth (CWM LLC)
228
Carson Wealth (CWM LLC)
Nebraska
$9K
BFC
229
Bedel Financial Consulting
Indiana
$8K
GRP
230
Global Retirement Partners
California
$8K +$8K +264 New
CA
231
Clearstead Advisors
Ohio
$7K +$7K +228 New
WFMPM
232
Woodley Farra Manion Portfolio Management
Indiana
$6K
OPS
233
Orion Portfolio Solutions
Nebraska
$5K -$3.74K -130 -43%
HWA
234
HCR Wealth Advisors
California
$5K
HFS
235
Hantz Financial Services
Michigan
$5K +$5K +186 New
TFGT
236
TS Financial Group (TSFG)
Illinois
$4K
MSFP
237
Mark Sheptoff Financial Planning
Connecticut
$4K +$4K +130 New
SWA
238
Sutton Wealth Advisors
Florida
$3.29K
WAP
239
Wealthcare Advisory Partners
Pennsylvania
$3K
FMP
240
Financial Management Professionals
Texas
$2K -$485 -16 -20%
TC
241
Tatro Capital
Kentucky
$2K +$2K +54 New
OAM
242
Optimal Asset Management
California
$1.64K +$468 +15,928 +40%
AIM
243
Anchor Investment Management
South Carolina
$1.35K
SFC
244
SYM Financial Corp
Indiana
$1K +$1K +26 New
BWL
245
Bogart Wealth LLC
Virginia
$1K +$1K +46 New
KFS
246
Kelly Financial Services
Massachusetts
$951
GEA
247
Glen Eagle Advisors
New Jersey
$411
TI
248
tru Independence
Oregon
-$6.75M -229,666 Closed
KLC
249
Knowledge Leaders Capital
Colorado
-$6.09M -221,746 Closed
GGI
250
GPM Growth Investors
Michigan
-$4.42M -160,884 Closed