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Schwab Intermediately-Term US Treasury ETF

296 hedge funds and large institutions have $2.91B invested in Schwab Intermediately-Term US Treasury ETF in 2021 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 119 increasing their positions, 84 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
296
Holders Change
+9
Holders Change %
+3.14%
% of All Funds
5.2%
Holding in Top 10
16
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.28%
New
33
Increased
119
Reduced
84
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Deutsche Bank
251
Deutsche Bank
Germany
$22K
TLFA
252
True Link Financial Advisors
California
$17K
WPA
253
West Paces Advisors
Georgia
$13.8K
CFO
254
CVA Family Office
Colorado
$13K
TPCW
255
TD Private Client Wealth
New York
$11.2K
OIA
256
Optimum Investment Advisors
Illinois
$11K
BA
257
Ballast Advisors
Minnesota
$10K
TCWM
258
Total Clarity Wealth Management
Illinois
$10K +$10K +338 New
FRA
259
Front Row Advisors
California
$9K
SPIA
260
Steward Partners Investment Advisory
New York
$8K
JCM
261
Jacobi Capital Management
Pennsylvania
$7K
PFGIA
262
Patriot Financial Group Insurance Agency
Massachusetts
$6K
BEI
263
Benjamin Edwards Inc
Missouri
$5K -$591 -22 -11%
HFS
264
Hantz Financial Services
Michigan
$5K -$376 -14 -7%
EBA
265
Eagle Bay Advisors
New York
$5K -$59 -2 -1%
PCFFS
266
Pacific Center for Financial Services
California
$5K +$5K +174 New
RFA
267
Reilly Financial Advisors
California
$5K +$5K +176 New
BFC
268
Bedel Financial Consulting
Indiana
$4K -$5.26K -200 -57%
CFN
269
Cordasco Financial Network
Florida
$4K
MSFP
270
Mark Sheptoff Financial Planning
Connecticut
$4K
CYG
271
Clean Yield Group
Vermont
$4K
TFGT
272
TS Financial Group (TSFG)
Illinois
$4K
CFA
273
Cahill Financial Advisors
Minnesota
$4K +$4K +136 New
EI
274
Ellevest Inc
New York
$4K +$4K +140 New
SWA
275
Sutton Wealth Advisors
Florida
$3.23K