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Schwab Intermediately-Term US Treasury ETF

251 hedge funds and large institutions have $3.71B invested in Schwab Intermediately-Term US Treasury ETF in 2020 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 77 increasing their positions, 86 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
251
Holders Change
+14
Holders Change %
+5.91%
% of All Funds
5.54%
Holding in Top 10
26
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+52.94%
% of All Funds
0.57%
New
52
Increased
77
Reduced
86
Closed
34
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
UWM
251
USAdvisors Wealth Management
Minnesota
-$3.07M -111,716 Closed
AWS
252
AJ Wealth Strategies
New York
-$2.47M -90,056 Closed
HA
253
HC Advisors
Georgia
-$2.29M -83,410 Closed
VBFG
254
Vishria Bird Financial Group
Tennessee
-$1.18M -42,832 Closed
CM
255
Columbus Macro
Pennsylvania
-$591K -21,516 Closed
AWM
256
AE Wealth Management
Kansas
-$315K -11,466 Closed
RA
257
RFG Advisory
Alabama
-$301K -10,974 Closed
GG
258
GenWealth Group
New Jersey
-$280K -10,210 Closed
A
259
AdvicePeriod
California
-$268K -9,744 Closed
DP
260
Denver PWM
Colorado
-$267K -9,702 Closed
TSS
261
Two Sigma Securities
New York
-$246K -8,964 Closed
DS
262
DRW Securities
Illinois
-$244K -8,890 Closed
CIC
263
Carnegie Investment Counsel
Ohio
-$243K -8,852 Closed
PFA
264
Pathway Financial Advisors
Vermont
-$244K -8,800 Closed
APG
265
Abacus Planning Group
South Carolina
-$231K -8,422 Closed
SAG
266
Spotlight Asset Group
Illinois
-$246K -8,400 Closed
RI
267
Ridgewood Investments
New Jersey
-$206K -7,514 Closed
SBSB
268
Sullivan, Bruyette, Speros & Blaney
Virginia
-$134K -4,884 Closed
SSB
269
Sandy Spring Bank
Maryland
-$46K -1,666 Closed
VCM
270
Vigilant Capital Management
Maine
-$42K -1,540 Closed
SIS
271
Sound Income Strategies
Florida
-$25K -902 Closed
GDP
272
Great Diamond Partners
Maine
-$19K -700 Closed
Fifth Third Bancorp
273
Fifth Third Bancorp
Ohio
-$18K -650 Closed
WHG
274
Westwood Holdings Group
Texas
-$17K -606 Closed
AC
275
AlphaCore Capital
California
-$16K -584 Closed