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Schwab Intermediately-Term US Treasury ETF

293 hedge funds and large institutions have $2.82B invested in Schwab Intermediately-Term US Treasury ETF in 2020 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 113 increasing their positions, 81 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
293
Holders Change
+32
Holders Change %
+12.26%
% of All Funds
5.2%
Holding in Top 10
23
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+35.29%
% of All Funds
0.41%
New
54
Increased
113
Reduced
81
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CFO
251
CVA Family Office
Colorado
$13K
OIA
252
Optimum Investment Advisors
Illinois
$12K
GP
253
Greenline Partners
New York
$12K +$364 +12 +3%
TCOV
254
Trust Company of Vermont
Vermont
$10K +$2.25K +76 +29%
APA
255
American Portfolios Advisors
New York
$9.43K -$515K -17,692 -98%
BA
256
Ballast Advisors
Minnesota
$9K -$4.62K -158 -34%
Carson Wealth (CWM LLC)
257
Carson Wealth (CWM LLC)
Nebraska
$9K
FRA
258
Front Row Advisors
California
$9K
BFC
259
Bedel Financial Consulting
Indiana
$9K +$56 +2 +0.6%
JCM
260
Jacobi Capital Management
Pennsylvania
$7K
QCG
261
Quadrant Capital Group
Ohio
$7K +$7K +252 New
HFS
262
Hantz Financial Services
Michigan
$5K
CYG
263
Clean Yield Group
Vermont
$5K
TFGT
264
TS Financial Group (TSFG)
Illinois
$4K
CFN
265
Cordasco Financial Network
Florida
$4K
MSFP
266
Mark Sheptoff Financial Planning
Connecticut
$4K
SQA
267
Simon Quick Advisors
New Jersey
$4K +$4K +140 New
FCM
268
Firestone Capital Management
Florida
$4K +$4K +150 New
SWA
269
Sutton Wealth Advisors
Florida
$3.26K
BCWM
270
Bartlett & Co Wealth Management
Ohio
$3.14K +$3.14K +108 New
CA
271
Clearstead Advisors
Ohio
$3K
PCA
272
Providence Capital Advisors
North Carolina
$3K +$3K +104 New
BC
273
Bartlett & Co
Ohio
$3K +$3K +108 New
NFSG
274
Newbridge Financial Services Group
Florida
$2K
BW
275
Bison Wealth
Georgia
$2K +$364 +12 +22%