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Schwab Intermediately-Term US Treasury ETF

369 hedge funds and large institutions have $6.32B invested in Schwab Intermediately-Term US Treasury ETF in 2023 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 131 increasing their positions, 125 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
369
Holders Change
+12
Holders Change %
+3.36%
% of All Funds
5.91%
Holding in Top 10
26
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-7.14%
% of All Funds
0.42%
New
56
Increased
131
Reduced
125
Closed
37
Calls
$353K
Puts
$1.6M
Net Calls
-$1.25M
Net Calls Change
-$1.25M
Name Holding Trade Value Shares
Change
Shares
Change %
BA
276
Bristlecone Advisors
Washington
$121K +$121K +4,790 New
HI
277
Harbour Investments
Wisconsin
$118K +$34.8K +1,382 +42%
FAM
278
Family Asset Management
South Carolina
$96.6K -$205K -8,130 -68%
SIS
279
Sound Income Strategies
Florida
$91.2K +$53.6K +2,126 +143%
HDIM
280
Hanson & Doremus Investment Management
Vermont
$79K +$1.47K +58 +2%
TWM
281
Tradition Wealth Management
Minnesota
$77K +$31K +1,230 +67%
PA
282
Parallel Advisors
California
$76.4K -$135K -5,336 -64%
MG
283
MilWealth Group
Wisconsin
$70.8K
JFGIW
284
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$62.2K +$454 +18 +0.7%
BCWM
285
Bartlett & Co Wealth Management
Ohio
$61.4K
BC
286
Bartlett & Co
Ohio
$61K
GWM
287
GSB Wealth Management
Connecticut
$58.3K +$58.3K +2,368 New
AAG
288
Armstrong Advisory Group
Massachusetts
$57.6K -$66K -2,616 -53%
SSB
289
Sandy Spring Bank
Maryland
$55.8K
AF
290
Advisornet Financial
Minnesota
$51K +$18.4K +728 +56%
BHWM
291
Beaird Harris Wealth Management
Texas
$50.7K +$50.7K +2,010 New
2L
292
25 LLC
Missouri
$45.6K +$45.6K +1,804 New
WP
293
WealthPLAN Partners
Nebraska
$39.9K +$39.9K +1,584 New
PIP
294
Peachtree Investment Partners
Florida
$35.3K
TAM
295
Townsend Asset Management
North Carolina
$34.7K +$2.12K +84 +6%
US Bancorp
296
US Bancorp
Minnesota
$33.4K +$2.02K +80 +6%
SCA
297
Stonebridge Capital Advisors
Minnesota
$33.4K
CIAS
298
Capital Investment Advisory Services
North Carolina
$32.3K -$17.6K -698 -35%
GWS
299
Glassman Wealth Services
Virginia
$31.9K +$31.9K +1,264 New
CA
300
Crewe Advisors
Utah
$30.8K +$30.8K +1,222 New