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Schwab Intermediately-Term US Treasury ETF

293 hedge funds and large institutions have $2.82B invested in Schwab Intermediately-Term US Treasury ETF in 2020 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 113 increasing their positions, 81 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
293
Holders Change
+32
Holders Change %
+12.26%
% of All Funds
5.2%
Holding in Top 10
23
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+35.29%
% of All Funds
0.41%
New
54
Increased
113
Reduced
81
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
TWM
226
Tradition Wealth Management
Minnesota
$53K +$53K +1,828 New
FWM
227
Filbrandt Wealth Management
Wisconsin
$50K +$50K +1,708 New
BlackRock
228
BlackRock
New York
$49K -$175 -6 -0.4%
MAM
229
Meeder Asset Management
Ohio
$49K +$43.9K +1,504 +855%
MPWT
230
MassMutual Private Wealth & Trust
Connecticut
$46K -$52.9K -1,830 -54%
DI
231
Disciplined Investments
Oklahoma
$44K
CIA
232
Cascade Investment Advisors
Oregon
$43.7K
BAM
233
Bellevue Asset Management
Washington
$41K
PIP
234
Peachtree Investment Partners
Florida
$41K +$41K +1,400 New
BEI
235
Benjamin Edwards Inc
Missouri
$38K +$58 +2 +0.2%
FCH
236
Freestone Capital Holdings
Washington
$37.1K +$17.8K +610 +92%
NG
237
NWK Group
California
$36K -$7.55K -260 -17%
HI
238
Hudock Inc
Pennsylvania
$36K
IRC
239
Investors Research Corp
Georgia
$33K +$11.6K +396 +55%
FGAM
240
Financial Gravity Asset Management
Texas
$33K +$33K +1,142 New
BC
241
Barnett & Company
Tennessee
$30K +$30K +1,040 New
GAM
242
Gemmer Asset Management
California
$29K +$114 +4 +0.4%
CHA
243
Carmichael Hill & Associates
Maryland
$26K -$404 -14 -2%
Rockefeller Capital Management
244
Rockefeller Capital Management
New York
$25K
VFA
245
Valeo Financial Advisors
Indiana
$22K +$346 +12 +2%
GWM
246
Geneos Wealth Management
Colorado
$22K +$9.56K +346 +77%
CIAS
247
CBIZ Investment Advisory Services
Ohio
$20K -$44K
TPCW
248
TD Private Client Wealth
New York
$19.7K +$19.7K +676 New
TLFA
249
True Link Financial Advisors
California
$18K +$18K +606 New
AW
250
Avion Wealth
Texas
$16K