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Schwab Intermediately-Term US Treasury ETF

330 hedge funds and large institutions have $7.08B invested in Schwab Intermediately-Term US Treasury ETF in 2022 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 111 increasing their positions, 121 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
330
Holders Change
+10
Holders Change %
+3.13%
% of All Funds
5.71%
Holding in Top 10
26
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8.33%
% of All Funds
0.45%
New
46
Increased
111
Reduced
121
Closed
34
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
HDIM
226
Hanson & Doremus Investment Management
Vermont
$220K
Prudential Financial
227
Prudential Financial
New Jersey
$219K -$37.4K -1,518 -15%
BWM
228
BCS Wealth Management
Tennessee
$217K +$886 +36 +0.4%
Baird Financial Group
229
Baird Financial Group
Wisconsin
$214K +$214K +8,712 New
LIA
230
LBMC Investment Advisors
Tennessee
$213K -$42.8K -1,738 -17%
GCA
231
Genesee Capital Advisors
New York
$213K +$246 +10 +0.1%
RJA
232
Raymond James & Associates
Florida
$212K -$56.5K -2,296 -21%
Cerity Partners
233
Cerity Partners
New York
$210K +$210K +8,570 New
WWA
234
WC Walker & Associates
California
$205K +$205K +8,388 New
FMTC
235
Farmers & Merchants Trust Company
California
$203K
SWA
236
SFMG Wealth Advisors
Texas
$203K +$1.37K +56 +0.7%
CMP
237
Courage Miller Partners
Virginia
$201K
LFG
238
Larson Financial Group
Missouri
$171K -$12.8K -522 -7%
GM
239
GeoWealth Management
Illinois
$154K +$22.7K +916 +17%
MA
240
MUFG Americas
New York
$146K +$146K +5,938 New
CIAS
241
Capital Investment Advisory Services
North Carolina
$136K +$2.75K +112 +2%
AIC
242
Archer Investment Corporation
Indiana
$126K
AF
243
Advisornet Financial
Minnesota
$125K +$46.4K +1,894 +59%
Carson Wealth (CWM LLC)
244
Carson Wealth (CWM LLC)
Nebraska
$123K +$107K +4,332 +660%
HR
245
Howe & Rusling
New York
$111K
GP
246
Greenline Partners
New York
$108K -$344 -14 -0.3%
HNB
247
Huntington National Bank
Ohio
$85K -$82K
SC
248
Sierra Capital
Florida
$82K -$108K -4,382 -57%
HI
249
Harbour Investments
Wisconsin
$73K
SL
250
Savior LLC
Massachusetts
$70K -$23.1K -946 -25%