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Schwab Intermediately-Term US Treasury ETF

330 hedge funds and large institutions have $7.08B invested in Schwab Intermediately-Term US Treasury ETF in 2022 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 111 increasing their positions, 121 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
330
Holders Change
+10
Holders Change %
+3.13%
% of All Funds
5.71%
Holding in Top 10
26
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8.33%
% of All Funds
0.45%
New
46
Increased
111
Reduced
121
Closed
34
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
FGAM
276
Financial Gravity Asset Management
Texas
$22.5K -$1.38K -102 -6%
IRC
277
Investors Research Corp
Georgia
$22K
CDIA
278
Capital Directions Investment Advisors
Georgia
$21K -$22K -860 Closed
MPWT
279
MassMutual Private Wealth & Trust
Connecticut
$18K
MCA
280
Maryland Capital Advisors
Maryland
$17K
RIA
281
Realta Investment Advisors
Delaware
$16K +$16K +640 New
TAM
282
Tucker Asset Management
Colorado
$15.4K +$14.7K +604 +2,013%
BHWM
283
Beaird Harris Wealth Management
Texas
$13K
FFA
284
Fairfield Financial Advisors
Massachusetts
$12.2K
VWM
285
Valley Wealth Managers
New Jersey
$11K
GI
286
Gradient Investments
Minnesota
$11K
OIA
287
Optimum Investment Advisors
Illinois
$10K -$10K -400 -50%
SPIA
288
Steward Partners Investment Advisory
New York
$10K -$8.02K -316 -45%
BA
289
Ballast Advisors
Minnesota
$10K -$2.22K -88 -18%
GWM
290
Geneos Wealth Management
Colorado
$9K -$5.67K -252 -39%
TRCT
291
Tower Research Capital (TRC)
New York
$8K +$2.21K +88 +38%
Bank of Montreal
292
Bank of Montreal
Ontario, Canada
$7.36K +$2.65K +105,750 +56%
FRA
293
Front Row Advisors
California
$7K
RWA
294
RGT Wealth Advisors
Texas
$6K -$184K -6,926 -97%
HFS
295
Hantz Financial Services
Michigan
$6K +$1.19K +46 +25%
PMFA
296
Plante Moran Financial Advisors
Michigan
$6K +$6K +248 New
Simplex Trading
297
Simplex Trading
Illinois
$6K +$6K +258 New
FWP
298
FAS Wealth Partners
Kansas
$5K -$17.9K -702 -78%
PP
299
Pacifica Partners
Canada
$4K
EBA
300
Eagle Bay Advisors
New York
$4K