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Schwab Intermediately-Term US Treasury ETF

314 hedge funds and large institutions have $2.52B invested in Schwab Intermediately-Term US Treasury ETF in 2021 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 112 increasing their positions, 95 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
314
Holders Change
+18
Holders Change %
+6.08%
% of All Funds
4.85%
Holding in Top 10
19
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+18.75%
% of All Funds
0.29%
New
57
Increased
112
Reduced
95
Closed
34
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BA
276
Ballast Advisors
Minnesota
$8K -$1.14K -42 -12%
FRA
277
Front Row Advisors
California
$8K
SPIA
278
Steward Partners Investment Advisory
New York
$8K
LWA
279
Lenox Wealth Advisors
New York
$8K +$7.51K +276 +1,533%
FMII
280
Farmers & Merchants Investments Inc
Nebraska
$8K +$8K +282 New
PFGIA
281
Patriot Financial Group Insurance Agency
Massachusetts
$6K
TFP
282
Tilia Fiduciary Partners
North Carolina
$6K +$6K +198 New
SBL
283
Sargent Bickham Lagudis
Colorado
$5K -$277K -9,866 -98%
HFS
284
Hantz Financial Services
Michigan
$5K
BEI
285
Benjamin Edwards Inc
Missouri
$5K
RFA
286
Reilly Financial Advisors
California
$5K
EBA
287
Eagle Bay Advisors
New York
$5K
PP
288
Pacifica Partners
Canada
$5K +$5K +182 New
IA
289
IFP Advisors
Florida
$4K -$49.1K -1,840 -92%
MSFP
290
Mark Sheptoff Financial Planning
Connecticut
$4K
TFGT
291
TS Financial Group (TSFG)
Illinois
$4K
CFN
292
Cordasco Financial Network
Florida
$4K +$179 +6 +5%
SWA
293
Sutton Wealth Advisors
Florida
$3.2K
KFI
294
Key Financial Inc
Pennsylvania
$3K
AAP
295
Arax Advisory Partners
Colorado
$3K +$3K +90 New
TCOV
296
Trust Company of Vermont
Vermont
$3K +$3K +100 New
GAM
297
Gemmer Asset Management
California
$2K
MFC
298
Morris Financial Concepts
South Carolina
$2K +$2K +58 New
NIC
299
Northwest Investment Counselors
Oregon
$2K +$2K +80 New
HNWA
300
Henrickson Nauta Wealth Advisors
Michigan
$2K +$2K +90 New