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Schwab Intermediately-Term US Treasury ETF

330 hedge funds and large institutions have $7.08B invested in Schwab Intermediately-Term US Treasury ETF in 2022 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 111 increasing their positions, 121 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
330
Holders Change
+10
Holders Change %
+3.13%
% of All Funds
5.71%
Holding in Top 10
26
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8.33%
% of All Funds
0.45%
New
46
Increased
111
Reduced
121
Closed
34
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
William Blair & Company
251
William Blair & Company
Illinois
$68K -$2.12K -86 -3%
IA
252
IFP Advisors
Florida
$63K -$653 -22 -1%
JFGIW
253
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$59K -$7.96K -328 -12%
VCM
254
Versant Capital Management
Arizona
$54K -$52.5K -2,148 -49%
Fifth Third Bancorp
255
Fifth Third Bancorp
Ohio
$53K +$53K +2,146 New
SWM
256
Selective Wealth Management
Virginia
$51K +$51K +2,058 New
HGERS
257
Householder Group Estate & Retirement Specialist
Arizona
$50K +$50K +2,040 New
Fidelity Investments
258
Fidelity Investments
Massachusetts
$49K +$23.2K +960 +90%
HCP
259
Hexagon Capital Partners
Arkansas
$47K +$46.1K +1,886 +5,239%
TWM
260
Tradition Wealth Management
Minnesota
$45K
QCG
261
Quadrant Capital Group
Ohio
$45K +$45K +1,848 New
CHA
262
Carmichael Hill & Associates
Maryland
$42K +$19.7K +794 +88%
EI
263
Ellevest Inc
New York
$42K +$42K +1,716 New
Qube Research & Technologies (QRT)
264
Qube Research & Technologies (QRT)
United Kingdom
$40K -$1.87M -75,540 -98%
BC
265
Bartlett & Co
Ohio
$40K
BCWM
266
Bartlett & Co Wealth Management
Ohio
$40K
BlackRock
267
BlackRock
New York
$35K -$5.65K -228 -14%
PIP
268
Peachtree Investment Partners
Florida
$34K
AA
269
Ancora Advisors
Ohio
$34K +$26.4K +1,084 +350%
SCA
270
Stonebridge Capital Advisors
Minnesota
$33K
TAM
271
Townsend Asset Management
North Carolina
$32K
Rockefeller Capital Management
272
Rockefeller Capital Management
New York
$25K -$3.18K -136 -11%
AFG
273
Albion Financial Group
Utah
$24K
HWMA
274
Heritage Wealth Management (Arizona)
Arizona
$23K -$215K -8,618 -90%
MG
275
MilWealth Group
Wisconsin
$22.6K -$167K -6,798 -88%