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Schwab Intermediately-Term US Treasury ETF

357 hedge funds and large institutions have $6.65B invested in Schwab Intermediately-Term US Treasury ETF in 2022 Q4 according to their latest regulatory filings, with 72 funds opening new positions, 100 increasing their positions, 140 reducing their positions, and 41 closing their positions.

Holders
357
Holders Change
+27
Holders Change %
+8.18%
% of All Funds
5.76%
Holding in Top 10
28
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+7.69%
% of All Funds
0.45%
New
72
Increased
100
Reduced
140
Closed
41
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
HR
276
Howe & Rusling
New York
$59.3K 2,410 -2,100 -47%
Fidelity Investments
277
Fidelity Investments
Massachusetts
$58K 2,356 +332 +16%
SSB
278
Sandy Spring Bank
Maryland
$54.5K 2,214 +2,214 New
AWM
279
Accurate Wealth Management
Florida
$53.1K 2,124 -7,848 -79%
CIAS
280
Capital Investment Advisory Services
North Carolina
$48.8K 1,980 -3,568 -64%
HWMA
281
Heritage Wealth Management (Arizona)
Arizona
$45.4K 1,842 +920 +100%
TWM
282
Tradition Wealth Management
Minnesota
$45K 1,828
SIS
283
Sound Income Strategies
Florida
$36.7K 1,490 +1,490 New
PIP
284
Peachtree Investment Partners
Florida
$34.5K 1,400
SCA
285
Stonebridge Capital Advisors
Minnesota
$32.6K 1,324
AF
286
Advisornet Financial
Minnesota
$31.9K 1,294 -3,804 -75%
TAM
287
Townsend Asset Management
North Carolina
$31.9K 1,294
US Bancorp
288
US Bancorp
Minnesota
$30.7K 1,246 -8,362 -87%
AFG
289
Albion Financial Group
Utah
$24.5K 996
BlackRock
290
BlackRock
New York
$24.3K 988 -424 -30%
IRC
291
Investors Research Corp
Georgia
$22.2K 902
Rockefeller Capital Management
292
Rockefeller Capital Management
New York
$21K 874 -194 -18%
Qube Research & Technologies (QRT)
293
Qube Research & Technologies (QRT)
United Kingdom
$20K 812 -800 -50%
GJIA
294
Glass Jacobson Investment Advisors
Maryland
$19.8K 806 +806 New
MCC
295
Money Concepts Capital
Florida
$19.7K 800 +800 New
SL
296
Savior LLC
Massachusetts
$17.8K 722 -2,140 -75%
CSPIA
297
Cary Street Partners Investment Advisory
Virginia
$17.5K 712 +712 New
MCA
298
Maryland Capital Advisors
Maryland
$16.9K 688
RIA
299
Realta Investment Advisors
Delaware
$15.8K 640
GI
300
Gradient Investments
Minnesota
$15.6K 634 +204 +47%