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Schwab Intermediately-Term US Treasury ETF

361 hedge funds and large institutions have $6.32B invested in Schwab Intermediately-Term US Treasury ETF in 2023 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 168 increasing their positions, 99 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
361
Holders Change
-8
Holders Change %
-2.17%
% of All Funds
5.69%
Holding in Top 10
22
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-15.38%
% of All Funds
0.35%
New
43
Increased
168
Reduced
99
Closed
49
Calls
$601K
Puts
$192K
Net Calls
+$409K
Net Calls Change
+$1.66M
Name Holding Trade Value Shares
Change
Shares
Change %
CIAS
251
CFS Investment Advisory Services
New Jersey
$215K +$215K +8,708 New
AA
252
AlphaQ Advisors
Florida
$213K -$16.6K -674 -7%
AWM
253
Atticus Wealth Management
Florida
$213K -$2.37K -96 -1%
PWMG
254
Provence Wealth Management Group
California
$207K +$207K +8,420 New
LEFP
255
Leading Edge Financial Planning
Tennessee
$204K -$25.8K -1,048 -11%
SWA
256
SFMG Wealth Advisors
Texas
$204K
WOSD
257
WFA of San Diego
California
$202K +$202K +8,212 New
BA
258
Bristlecone Advisors
Washington
$199K +$80.6K +3,270 +68%
UB
259
UMB Bank
Missouri
$188K +$188K +7,636 New
GRP
260
Global Retirement Partners
California
$183K -$188K -7,628 -51%
BC
261
Bartlett & Co
Ohio
$177K +$117K +4,732 +194%
BCWM
262
Bartlett & Co Wealth Management
Ohio
$177K +$117K +4,732 +194%
CHA
263
Carmichael Hill & Associates
Maryland
$172K
HNB
264
Huntington National Bank
Ohio
$160K -$178K
AIC
265
Archer Investment Corporation
Indiana
$128K +$1.43K +58 +1%
LFG
266
Larson Financial Group
Missouri
$122K +$2.46K +100 +2%
FGAM
267
Financial Gravity Asset Management
Texas
$121K -$2.46K -2 -2%
HI
268
Harbour Investments
Wisconsin
$106K -$9.51K -386 -8%
CFD
269
Creative Financial Designs
Indiana
$99.1K -$53.5K -2,170 -35%
AP
270
Arlington Partners
Alabama
$82.9K +$82.9K +3,364 New
HDIM
271
Hanson & Doremus Investment Management
Vermont
$77K
PA
272
Parallel Advisors
California
$74.7K
BAAM
273
Baker Avenue Asset Management
California
$73.8K +$73.8K +2,994 New
MG
274
MilWealth Group
Wisconsin
$69.1K
JFGIW
275
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$64.4K +$3.6K +146 +6%