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Schwab Intermediately-Term US Treasury ETF

318 hedge funds and large institutions have $3.41B invested in Schwab Intermediately-Term US Treasury ETF in 2022 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 114 increasing their positions, 105 reducing their positions, and 38 closing their positions.

Holders
318
Holders Change
+4
Holders Change %
+1.27%
% of All Funds
5.03%
Holding in Top 10
20
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.26%
% of All Funds
0.32%
New
47
Increased
114
Reduced
105
Closed
38
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
WAM
251
Worth Asset Management
Texas
$41K 780 +780 New
PIP
252
Peachtree Investment Partners
Florida
$37K 700
SCA
253
Stonebridge Capital Advisors
Minnesota
$35K 662 +662 New
CDIA
254
Capital Directions Investment Advisors
Georgia
$34K 630 +630 New
NG
255
NWK Group
California
$33K 620 +620 New
AFG
256
Albion Financial Group
Utah
$27K 498
FGAM
257
Financial Gravity Asset Management
Texas
$26.4K 901 -275 -23%
FWP
258
FAS Wealth Partners
Kansas
$24K 451 -1,243 -73%
CHA
259
Carmichael Hill & Associates
Maryland
$24K 451
GWM
260
Geneos Wealth Management
Colorado
$24K 460 +253 +122%
KPCM
261
Kings Point Capital Management
New York
$23K 424
DI
262
Disciplined Investments
Oklahoma
$21K 399 -360 -47%
SL
263
Savior LLC
Massachusetts
$21K 403
AP
264
Arlington Partners
Alabama
$21K 387
OIA
265
Optimum Investment Advisors
Illinois
$21K 400 +200 +100%
LSA
266
Lansing Street Advisors
Pennsylvania
$19K 368 +368 New
CIA
267
Cascade Investment Advisors
Oregon
$18.6K 350
CPFP
268
Clear Perspectives Financial Planning
Ohio
$14K 270 -75 -22%
BHWM
269
Beaird Harris Wealth Management
Texas
$14K 261
PA
270
Parallel Advisors
California
$14K 259 +257 +12,850%
Carson Wealth (CWM LLC)
271
Carson Wealth (CWM LLC)
Nebraska
$12K 229 -23 -9%
GI
272
Gradient Investments
Minnesota
$12K 234 +19 +9%
BA
273
Ballast Advisors
Minnesota
$11K 198 +50 +34%
HFS
274
Hantz Financial Services
Michigan
$10K 188 +95 +102%
SPIA
275
Steward Partners Investment Advisory
New York
$9K 165 +21 +15%