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Schwab Intermediately-Term US Treasury ETF

314 hedge funds and large institutions have $2.52B invested in Schwab Intermediately-Term US Treasury ETF in 2021 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 112 increasing their positions, 95 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
314
Holders Change
+18
Holders Change %
+6.08%
% of All Funds
4.85%
Holding in Top 10
19
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+18.75%
% of All Funds
0.29%
New
57
Increased
112
Reduced
95
Closed
34
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PIP
251
Peachtree Investment Partners
Florida
$39K
KSWA
252
Kathleen S. Wright Associates
Pennsylvania
$39K +$39K +1,398 New
SW
253
SVB Wealth
Massachusetts
$30K +$30K +1,100 New
AFG
254
Albion Financial Group
Utah
$28K
GWS
255
Glassman Wealth Services
Virginia
$27K +$26.7K +960 +8,000%
FGAM
256
Financial Gravity Asset Management
Texas
$26K +$15.7K +1,424 +153%
CHA
257
Carmichael Hill & Associates
Maryland
$25K
Rockefeller Capital Management
258
Rockefeller Capital Management
New York
$24K -$8.46K -308 -26%
KPCM
259
Kings Point Capital Management
New York
$24K +$24K +848 New
SL
260
Savior LLC
Massachusetts
$23K
AP
261
Arlington Partners
Alabama
$22K +$22K +774 New
CIA
262
Cascade Investment Advisors
Oregon
$19.6K -$11.2K -400 -36%
CPFP
263
Clear Perspectives Financial Planning
Ohio
$19K -$24K -870 -56%
TLFA
264
True Link Financial Advisors
California
$17K
BHWM
265
Beaird Harris Wealth Management
Texas
$15K +$15K +522 New
Carson Wealth (CWM LLC)
266
Carson Wealth (CWM LLC)
Nebraska
$14K +$14K +504 New
GI
267
Gradient Investments
Minnesota
$12K +$12K +430 New
TPCW
268
TD Private Client Wealth
New York
$11.7K +$618 +22 +6%
GWM
269
Geneos Wealth Management
Colorado
$11K -$10.5K -396 -49%
OIA
270
Optimum Investment Advisors
Illinois
$11K
CFCI
271
Comprehensive Financial Consultants Institutional
Indiana
$10K +$10K +390 New
TCWM
272
Total Clarity Wealth Management
Illinois
$9K
CA
273
CoreCap Advisors
Michigan
$9K +$9K +328 New
CAAS
274
Capital Asset Advisory Services
Michigan
$8K -$30.3K -1,138 -79%
PCA
275
Providence Capital Advisors
North Carolina
$8K -$16K -580 -67%