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Schwab Intermediately-Term US Treasury ETF

361 hedge funds and large institutions have $6.32B invested in Schwab Intermediately-Term US Treasury ETF in 2023 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 168 increasing their positions, 99 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
361
Holders Change
-8
Holders Change %
-2.17%
% of All Funds
5.69%
Holding in Top 10
22
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-15.38%
% of All Funds
0.35%
New
43
Increased
168
Reduced
99
Closed
49
Calls
$601K
Puts
$192K
Net Calls
+$409K
Net Calls Change
+$1.66M
Name Holding Trade Value Shares
Change
Shares
Change %
APC
226
Asset Planning Corporation
Tennessee
$292K -$3.7K -150 -1%
CWP
227
Concord Wealth Partners
Virginia
$289K +$74.6K +3,028 +35%
Betterment LLC
228
Betterment LLC
New York
$288K +$90.9K +3,694 +46%
BWL
229
Bogart Wealth LLC
Virginia
$283K -$23.4K -948 -8%
FFA
230
Farther Finance Advisors
California
$278K -$22.4K -910 -7%
Fisher Asset Management
231
Fisher Asset Management
Washington
$271K +$271K +10,982 New
RMAM
232
Raab & Moskowitz Asset Management
New Jersey
$270K +$270K +10,952 New
LFG
233
Lockerman Financial Group
California
$263K +$263K +10,672 New
ES
234
ETF Store
Kansas
$259K +$1.34K +54 +0.5%
EAM
235
Evanson Asset Management
California
$254K +$254K +10,316 New
SAG
236
SageView Advisory Group
California
$253K +$5.96K +242 +2%
ALWM
237
Andrews Lucia Wealth Management
California
$246K +$246K +10,000 New
FLPIM
238
F.L. Putnam Investment Management
Massachusetts
$246K -$79.2K -3,216 -24%
RW
239
Rede Wealth
Virginia
$237K -$23.8K -966 -9%
EAM
240
Empirical Asset Management
Massachusetts
$234K -$394 -16 -0.2%
CMP
241
Courage Miller Partners
Virginia
$230K
LIA
242
LBMC Investment Advisors
Tennessee
$230K
KC
243
Kades & Cheifetz
Pennsylvania
$229K -$90K -3,652 -28%
FPWM
244
FSB Premier Wealth Management
Iowa
$229K -$10.7K -434 -4%
AWP
245
Atlas Wealth Partners
Pennsylvania
$227K +$227K +9,200 New
TW
246
TrinityPoint Wealth
Connecticut
$227K +$5.27K +214 +2%
Prudential Financial
247
Prudential Financial
New Jersey
$224K +$224K +9,072 New
CAMV
248
Concord Asset Management (Virginia)
Virginia
$217K -$59.4K -2,410 -21%
SG
249
StoneX Group
New York
$216K +$216K +8,782 New
I2I
250
Insight 2811 Inc
Illinois
$216K