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Schwab Intermediately-Term US Treasury ETF

357 hedge funds and large institutions have $6.65B invested in Schwab Intermediately-Term US Treasury ETF in 2022 Q4 according to their latest regulatory filings, with 72 funds opening new positions, 100 increasing their positions, 140 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
357
Holders Change
+27
Holders Change %
+8.18%
% of All Funds
5.76%
Holding in Top 10
28
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+7.69%
% of All Funds
0.45%
New
72
Increased
100
Reduced
140
Closed
41
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SPC
251
Sigma Planning Corp
Michigan
$211K +$211K +8,556 New
PA
252
Parallel Advisors
California
$206K +$206K +8,366 New
TW
253
TrinityPoint Wealth
Connecticut
$204K -$31.6K -1,284 -13%
SWA
254
SFMG Wealth Advisors
Texas
$204K
CFD
255
Creative Financial Designs
Indiana
$202K -$307K -12,480 -60%
GM
256
GeoWealth Management
Illinois
$195K +$41.6K +1,686 +27%
LFG
257
Larson Financial Group
Missouri
$189K +$17K +690 +10%
CHA
258
Carmichael Hill & Associates
Maryland
$172K +$130K +5,274 +311%
MA
259
MCF Advisors
Kentucky
$164K -$150K -6,076 -48%
ASN
260
Advisory Services Network
Georgia
$159K +$159K +6,466 New
Carson Wealth (CWM LLC)
261
Carson Wealth (CWM LLC)
Nebraska
$146K +$23.1K +938 +19%
AIC
262
Archer Investment Corporation
Indiana
$127K
USCWA
263
U.S. Capital Wealth Advisors
Texas
$124K +$124K +5,020 New
AAG
264
Armstrong Advisory Group
Massachusetts
$121K +$121K +4,902 New
HNB
265
Huntington National Bank
Ohio
$104K -$85K
EI
266
Ellevest Inc
New York
$94.5K +$52.2K +2,122 +124%
FGAM
267
Financial Gravity Asset Management
Texas
$87.8K -$1.41M -1,568 -94%
HI
268
Harbour Investments
Wisconsin
$81.6K +$12.1K +492 +17%
HDIM
269
Hanson & Doremus Investment Management
Vermont
$75K -$145K -5,910 -66%
FMP
270
Financial Management Professionals
Texas
$72K +$69.3K +2,820 +2,611%
MG
271
MilWealth Group
Wisconsin
$69.1K +$46.4K +1,886 +205%
IA
272
IFP Advisors
Florida
$68K +$6.01K +206 +10%
JFGIW
273
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$60.3K +$492 +20 +0.8%
BC
274
Bartlett & Co
Ohio
$60K +$19.9K +808 +50%
BCWM
275
Bartlett & Co Wealth Management
Ohio
$60K +$19.9K +808 +50%