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Schwab Intermediately-Term US Treasury ETF

261 hedge funds and large institutions have $2.08B invested in Schwab Intermediately-Term US Treasury ETF in 2020 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 117 increasing their positions, 65 reducing their positions, and 20 closing their positions.

Holders
261
Holders Change
+5
Holders Change %
+1.95%
% of All Funds
5.28%
Holding in Top 10
17
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.34%
New
27
Increased
117
Reduced
65
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
LFG
226
LifePlan Financial Group
Ohio
$13K
GWM
227
Geneos Wealth Management
Colorado
$13K +$1.44K +50 +13%
OIA
228
Optimum Investment Advisors
Illinois
$12K -$30K -1,000 -71%
GP
229
Greenline Partners
New York
$11K +$573 +20 +5%
Carson Wealth (CWM LLC)
230
Carson Wealth (CWM LLC)
Nebraska
$9K
FRA
231
Front Row Advisors
California
$9K
BFC
232
Bedel Financial Consulting
Indiana
$9K
SIM
233
Sonora Investment Management
Arizona
$9K +$8.6K +304 +2,171%
TCOV
234
Trust Company of Vermont
Vermont
$8K +$2.08K +68 +35%
JCM
235
Jacobi Capital Management
Pennsylvania
$7K
CYG
236
Clean Yield Group
Vermont
$6K +$6K +188 New
HFS
237
Hantz Financial Services
Michigan
$5K
MAM
238
Meeder Asset Management
Ohio
$5K
F
239
F3Logic
Minnesota
$4.69K +$4.69K +160 New
CA
240
Clearstead Advisors
Ohio
$4K -$3.6K -108 -47%
CFN
241
Cordasco Financial Network
Florida
$4K
MSFP
242
Mark Sheptoff Financial Planning
Connecticut
$4K
TFGT
243
TS Financial Group (TSFG)
Illinois
$4K
SWA
244
Sutton Wealth Advisors
Florida
$3.29K
PCG
245
Private Capital Group
Connecticut
$2K
NFSG
246
Newbridge Financial Services Group
Florida
$2K +$2K +52 New
BW
247
Bison Wealth
Georgia
$2K +$2K +54 New
NIC
248
Northwest Investment Counselors
Oregon
$2K +$2K +80 New
Koshinski Asset Management
249
Koshinski Asset Management
Illinois
$1.83K +$371 +12,688 +25%
AIM
250
Anchor Investment Management
South Carolina
$1.35K