SCHR icon

Schwab Intermediately-Term US Treasury ETF

294 hedge funds and large institutions have $2.91B invested in Schwab Intermediately-Term US Treasury ETF in 2021 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 112 increasing their positions, 90 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
294
Holders Change
+1
Holders Change %
+0.34%
% of All Funds
5.18%
Holding in Top 10
17
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-26.09%
% of All Funds
0.3%
New
41
Increased
112
Reduced
90
Closed
37
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
GP
251
Greenline Partners
New York
$12K +$466 +16 +4%
OIA
252
Optimum Investment Advisors
Illinois
$11K
BFC
253
Bedel Financial Consulting
Indiana
$10K +$909 +32 +10%
CP
254
Corbenic Partners
Pennsylvania
$10K +$10K +364 New
Carson Wealth (CWM LLC)
255
Carson Wealth (CWM LLC)
Nebraska
$9K
BA
256
Ballast Advisors
Minnesota
$8K -$1.26K -42 -14%
FRA
257
Front Row Advisors
California
$8K
QCG
258
Quadrant Capital Group
Ohio
$7K
JCM
259
Jacobi Capital Management
Pennsylvania
$7K
HFS
260
Hantz Financial Services
Michigan
$7K +$1.53K +52 +28%
BEI
261
Benjamin Edwards Inc
Missouri
$6K -$28K -1,074 -82%
Citigroup
262
Citigroup
New York
$6K +$4.56K +152 +317%
IWP
263
IAG Wealth Partners
Wisconsin
$6K +$6K +206 New
PFGIA
264
Patriot Financial Group Insurance Agency
Massachusetts
$5K +$5K +172 New
SIS
265
Sound Income Strategies
Florida
$4.96K +$4.96K +176 New
CFN
266
Cordasco Financial Network
Florida
$4K
MSFP
267
Mark Sheptoff Financial Planning
Connecticut
$4K
TFGT
268
TS Financial Group (TSFG)
Illinois
$4K
SWA
269
Sutton Wealth Advisors
Florida
$3.16K
BCWM
270
Bartlett & Co Wealth Management
Ohio
$3.05K
TCOV
271
Trust Company of Vermont
Vermont
$3K -$7.56K -242 -72%
BC
272
Bartlett & Co
Ohio
$3K
FHA
273
First Horizon Advisors
Tennessee
$3K +$3K +118 New
AWA
274
Arkadios Wealth Advisors
Georgia
$3K +$3K +140 New
GAM
275
Gemmer Asset Management
California
$2K -$24.7K -938 -93%