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Schwab Intermediately-Term US Treasury ETF

372 hedge funds and large institutions have $6.86B invested in Schwab Intermediately-Term US Treasury ETF in 2024 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 158 increasing their positions, 126 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
372
Holders Change
-18
Holders Change %
-4.62%
% of All Funds
5.39%
Holding in Top 10
27
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.57%
% of All Funds
0.39%
New
38
Increased
158
Reduced
126
Closed
50
Calls
$152K
Puts
$221K
Net Calls
-$69K
Net Calls Change
-$79K
Name Holding Trade Value Shares
Change
Shares
Change %
Empower Advisory Group
251
Empower Advisory Group
Colorado
$250K +$2.11K +86 +0.9%
ALWM
252
Andrews Lucia Wealth Management
California
$245K
CPG
253
Custom Portfolio Group
Colorado
$236K -$2.47M -100,768 -91%
HCP
254
Hexagon Capital Partners
Arkansas
$235K +$73.9K +3,014 +46%
DBRC
255
D.B. Root & Company
Pennsylvania
$234K -$989K -40,312 -81%
NWM
256
Northwest Wealth Management
Iowa
$234K +$31K +1,264 +15%
IAIM
257
International Assets Investment Management
Florida
$234K +$7.1K +292 +3%
AA
258
AlphaQ Advisors
Florida
$231K +$7.7K +314 +3%
FPWM
259
FSB Premier Wealth Management
Iowa
$229K +$229K +9,336 New
KC
260
Kades & Cheifetz
Pennsylvania
$229K +$229K +9,320 New
LIA
261
LBMC Investment Advisors
Tennessee
$229K
APC
262
Asset Planning Corporation
Tennessee
$228K -$28.5K -1,162 -11%
AC
263
Apella Capital
Connecticut
$225K -$29.1K -1,200 -11%
UWS
264
Unique Wealth Strategies
Illinois
$220K +$220K +8,990 New
BWM
265
BCS Wealth Management
Tennessee
$219K +$1.03K +42 +0.5%
PCIA
266
Prime Capital Investment Advisors
Kansas
$216K -$73.5K -2,996 -25%
EWA
267
EP Wealth Advisors
California
$210K +$210K +8,544 New
SWA
268
SFMG Wealth Advisors
Texas
$206K +$1.47K +60 +0.7%
FFA
269
Farther Finance Advisors
California
$205K -$39.2K -1,612 -16%
TW
270
TrinityPoint Wealth
Connecticut
$204K +$1.62K +66 +0.8%
AWC
271
Adamsbrown Wealth Consultants
Kansas
$203K +$245 +10 +0.1%
AIM
272
Acropolis Investment Management
Missouri
$199K
Fidelity Investments
273
Fidelity Investments
Massachusetts
$196K +$139K +5,676 +246%
HGERS
274
Householder Group Estate & Retirement Specialist
Arizona
$171K
CHA
275
Carmichael Hill & Associates
Maryland
$171K