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Schwab Intermediately-Term US Treasury ETF

294 hedge funds and large institutions have $2.91B invested in Schwab Intermediately-Term US Treasury ETF in 2021 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 112 increasing their positions, 90 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
294
Holders Change
+1
Holders Change %
+0.34%
% of All Funds
5.18%
Holding in Top 10
17
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-26.09%
% of All Funds
0.3%
New
41
Increased
112
Reduced
90
Closed
37
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AIC
226
Ameritas Investment Company
Nebraska
$53.4K +$53.4K +1,894 New
BlackRock
227
BlackRock
New York
$53K +$5.53K +196 +12%
TWM
228
Tradition Wealth Management
Minnesota
$52K
MAM
229
Meeder Asset Management
Ohio
$47K
Rockefeller Capital Management
230
Rockefeller Capital Management
New York
$46K +$21.6K +776 +89%
MPWT
231
MassMutual Private Wealth & Trust
Connecticut
$45K
CAC
232
Certified Advisory Corp
Florida
$45K +$45K +1,602 New
DI
233
Disciplined Investments
Oklahoma
$43K
CAAS
234
Capital Asset Advisory Services
Michigan
$41K -$12.7K -444 -24%
BAM
235
Bellevue Asset Management
Washington
$40K
IRC
236
Investors Research Corp
Georgia
$40K +$8.08K +284 +25%
GM
237
GeoWealth Management
Illinois
$40K +$40K +1,478 New
PIP
238
Peachtree Investment Partners
Florida
$39K
NG
239
NWK Group
California
$35K
EP
240
Eudaimonia Partners
Tennessee
$31K -$537K -18,908 -95%
FGAM
241
Financial Gravity Asset Management
Texas
$29.8K -$2.37K -84 -7%
TPCW
242
TD Private Client Wealth
New York
$27.2K +$8.12K +288 +43%
CHA
243
Carmichael Hill & Associates
Maryland
$25K
GWM
244
Geneos Wealth Management
Colorado
$22K
VFA
245
Valeo Financial Advisors
Indiana
$21K -$336 -12 -2%
ONST
246
Old North State Trust
North Carolina
$20K -$136K -4,682 -87%
TLFA
247
True Link Financial Advisors
California
$17K
AW
248
Avion Wealth
Texas
$16K
HI
249
Hudock Inc
Pennsylvania
$13K -$22.2K -788 -63%
CFO
250
CVA Family Office
Colorado
$13K