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Schwab Intermediately-Term US Treasury ETF

314 hedge funds and large institutions have $2.52B invested in Schwab Intermediately-Term US Treasury ETF in 2021 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 112 increasing their positions, 95 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
314
Holders Change
+18
Holders Change %
+6.08%
% of All Funds
4.85%
Holding in Top 10
19
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+18.75%
% of All Funds
0.29%
New
57
Increased
112
Reduced
95
Closed
34
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CIAS
226
Capital Investment Advisory Services
North Carolina
$157K +$56 +2 +0%
AIC
227
Archer Investment Corporation
Indiana
$150K
GM
228
GeoWealth Management
Illinois
$131K +$38.7K +1,366 +42%
HR
229
Howe & Rusling
New York
$127K -$10.5K -374 -8%
VCM
230
Versant Capital Management
Arizona
$123K -$1.57K -56 -1%
MAM
231
Marquette Asset Management
Minnesota
$119K -$43.3K -1,550 -27%
MCA
232
Maryland Capital Advisors
Maryland
$118K +$118K +4,194 New
VCM
233
Vigilant Capital Management
Maine
$104K +$104K +3,706 New
William Blair & Company
234
William Blair & Company
Illinois
$101K +$952 +34 +1%
FWP
235
FAS Wealth Partners
Kansas
$95K -$2.82M -100,554 -97%
AF
236
Advisornet Financial
Minnesota
$90K
CFFP
237
Center for Financial Planning
Michigan
$73K
EVM
238
Eaton Vance Management
Massachusetts
$70K
PFBT
239
Parkside Financial Bank & Trust
Missouri
$58K
Bessemer Group
240
Bessemer Group
New Jersey
$52K +$52K +1,866 New
TWM
241
Tradition Wealth Management
Minnesota
$51K
TWP
242
TFO Wealth Partners
Ohio
$51K +$51K +1,800 New
IRC
243
Investors Research Corp
Georgia
$50K
ADL
244
Asset Dedication LLC
California
$47K
MAM
245
Meeder Asset Management
Ohio
$47K
TCM
246
Tradewinds Capital Management
Washington
$45K -$27.6M -989,312 -100%
MPWT
247
MassMutual Private Wealth & Trust
Connecticut
$45K
BlackRock
248
BlackRock
New York
$43K -$5.42K -194 -11%
DI
249
Disciplined Investments
Oklahoma
$43K
BAM
250
Bellevue Asset Management
Washington
$40K