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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

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

less funds holding in top 10

Funds holding in top 10:

less funds holding

Funds holding:

5.16% less ownership

Funds ownership: 174.68%169.51% (-5.2%)

24% less first-time investments, than exits

New positions opened: 38 | Existing positions closed: 50

31% less call options, than puts

Call options by funds: $152K | Put options by funds: $221K

Holders
372
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
27
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$152K
Puts
$221K
Net Calls
Net Calls Change

Top Sellers

1 -$47.2M
2 -$26.8M
3 -$25.1M
4
Morgan Stanley
Morgan Stanley
New York
-$24.9M
5
Osaic Holdings
Osaic Holdings
Arizona
-$24.5M
Name Holding Trade Value Shares
Change
Change in
Stake
251
$250K
252
$245K
253
$236K
254
$235K
255
$234K
256
$234K
257
$234K
258
$231K
259
$229K
260
$229K
261
$229K
262
$228K
263
$225K
264
$220K
265
$219K
266
$216K
267
$210K
268
$206K
269
$205K
270
$204K
271
$203K
272
$199K
273
$196K
274
$171K
275
$171K