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Schwab Intermediately-Term US Treasury ETF

422 hedge funds and large institutions have $9.67B invested in Schwab Intermediately-Term US Treasury ETF in 2024 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 171 increasing their positions, 129 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
422
Holders Change
+41
Holders Change %
+10.76%
% of All Funds
5.62%
Holding in Top 10
39
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+18.18%
% of All Funds
0.52%
New
77
Increased
171
Reduced
129
Closed
29
Calls
$66K
Puts
Net Calls
+$66K
Net Calls Change
+$850K
Name Holding Trade Value Shares
Change
Shares
Change %
LFG
226
Larson Financial Group
Missouri
$648K +$332K +13,676 +105%
EFN
227
Equita Financial Network
Pennsylvania
$646K +$81.2K +3,344 +14%
Cerity Partners
228
Cerity Partners
New York
$644K +$42K +1,729 +7%
SG
229
StoneX Group
New York
$635K +$387K +15,931 +156%
CWM
230
Congress Wealth Management
Massachusetts
$616K +$10.1K +414 +2%
Thrivent Financial for Lutherans
231
Thrivent Financial for Lutherans
Minnesota
$602K +$602K +24,803 New
GS
232
GWN Securities
Florida
$600K +$600K +24,716 New
SPC
233
Sigma Planning Corp
Michigan
$594K +$9.96K +410 +2%
AA
234
Alesco Advisors
New York
$584K
FA
235
Fagan Associates
New York
$574K -$2.84K -117 -0.5%
Empower Advisory Group
236
Empower Advisory Group
Colorado
$569K +$90.4K +3,720 +19%
SFA
237
Sequoia Financial Advisors
Ohio
$557K -$150K -6,187 -21%
KPP
238
Kings Path Partners
Texas
$535K +$26.3K +1,084 +5%
HCP
239
Hardin Capital Partners
South Carolina
$535K
QP
240
Quartz Partners
New York
$533K -$20.3K -836 -4%
WAM
241
WNY Asset Management
New York
$530K -$37.5K -1,543 -7%
RIM
242
Rockbridge Investment Management
New York
$517K -$4.13K -170 -0.8%
NFW
243
Noble Family Wealth
Florida
$516K -$5.35K -220 -1%
WFS
244
WealthGarden F.S.
California
$507K +$220K +9,072 +77%
TCM
245
Tran Capital Management
California
$493K
BPA
246
Beacon Pointe Advisors
California
$491K
BSB
247
Bangor Savings Bank
Maine
$482K -$4.37K -180 -0.9%
CFGS
248
Concourse Financial Group Securities
Alabama
$468K -$376K -15,497 -45%
EWA
249
EverSource Wealth Advisors
Alabama
$466K -$261K -10,726 -36%
DWM
250
Dakota Wealth Management
Florida
$460K -$30.1K -1,238 -6%