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Schwab Intermediately-Term US Treasury ETF

318 hedge funds and large institutions have $3.41B invested in Schwab Intermediately-Term US Treasury ETF in 2022 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 114 increasing their positions, 105 reducing their positions, and 38 closing their positions.

Holders
318
Holders Change
+4
Holders Change %
+1.27%
% of All Funds
5.03%
Holding in Top 10
20
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.26%
% of All Funds
0.32%
New
47
Increased
114
Reduced
105
Closed
38
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
AIC
226
Archer Investment Corporation
Indiana
$134K 5,140 -192 -4%
GP
227
Greenline Partners
New York
$128K 4,822 -11,638 -71%
KSWA
228
Kathleen S. Wright Associates
Pennsylvania
$126K 4,716 +3,318 +237%
HR
229
Howe & Rusling
New York
$120K 4,510
VCM
230
Versant Capital Management
Arizona
$116K 4,358 -34 -0.8%
MAM
231
Marquette Asset Management
Minnesota
$113K 4,256
MCA
232
Maryland Capital Advisors
Maryland
$112K 4,194
T
233
TCWP
Ohio
$102K 3,858 +3,858 New
William Blair & Company
234
William Blair & Company
Illinois
$97K 3,632 +24 +0.7%
AF
235
Advisornet Financial
Minnesota
$89K 3,332 +108 +3%
CFFP
236
Center for Financial Planning
Michigan
$69K 2,604 +4 +0.2%
IA
237
IFP Advisors
Florida
$64K 2,146 +1,996 +1,331%
PFBT
238
Parkside Financial Bank & Trust
Missouri
$55K 2,050
Jones Financial Companies
239
Jones Financial Companies
Missouri
$50K 1,888 +1,888 New
TWM
240
Tradition Wealth Management
Minnesota
$49K 1,828
Rockefeller Capital Management
241
Rockefeller Capital Management
New York
$49K 1,866 +992 +114%
IRC
242
Investors Research Corp
Georgia
$47K 1,770
MA
243
MUFG Americas
New York
$47K 1,760 +1,760 New
MAM
244
Meeder Asset Management
Ohio
$45K 1,680
BlackRock
245
BlackRock
New York
$45K 1,720 +182 +12%
ADL
246
Asset Dedication LLC
California
$44K 1,664
BCWM
247
Bartlett & Co Wealth Management
Ohio
$43.3K 1,628 +1,628 New
TCM
248
Tradewinds Capital Management
Washington
$43K 1,612
BC
249
Bartlett & Co
Ohio
$43K 1,628 +1,628 New
MPWT
250
MassMutual Private Wealth & Trust
Connecticut
$42K 1,590