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Schwab Intermediately-Term US Treasury ETF

361 hedge funds and large institutions have $6.32B invested in Schwab Intermediately-Term US Treasury ETF in 2023 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 168 increasing their positions, 99 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
361
Holders Change
-8
Holders Change %
-2.17%
% of All Funds
5.69%
Holding in Top 10
22
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-15.38%
% of All Funds
0.35%
New
43
Increased
168
Reduced
99
Closed
49
Calls
$601K
Puts
$192K
Net Calls
+$409K
Net Calls Change
+$1.66M
Name Holding Trade Value Shares
Change
Shares
Change %
FAM
276
Family Asset Management
South Carolina
$63.3K -$31.1K -1,264 -33%
AAG
277
Armstrong Advisory Group
Massachusetts
$56.3K
IGWM
278
ICA Group Wealth Management
Colorado
$55.7K -$121K -4,930 -69%
SSB
279
Sandy Spring Bank
Maryland
$54.6K
GI
280
Gradient Investments
Minnesota
$52.8K +$42.2K +1,712 +398%
AF
281
Advisornet Financial
Minnesota
$50K +$148 +6 +0.3%
2L
282
25 LLC
Missouri
$45.5K +$744 +30 +2%
SCA
283
Stonebridge Capital Advisors
Minnesota
$39.3K +$6.65K +270 +20%
US Bancorp
284
US Bancorp
Minnesota
$37.4K +$4.68K +190 +14%
WP
285
WealthPLAN Partners
Nebraska
$35.1K -$3.94K -160 -10%
PIP
286
Peachtree Investment Partners
Florida
$34.5K
TAM
287
Townsend Asset Management
North Carolina
$34K
Fidelity Investments
288
Fidelity Investments
Massachusetts
$33.1K +$25K +1,014 +309%
MIH
289
Meitav Investment House
Israel
$32.7K +$32.7K +1,328 New
ICM
290
Intrepid Capital Management
Florida
$31.9K
CIAS
291
Capital Investment Advisory Services
North Carolina
$31.6K +$49 +2 +0.2%
CA
292
Crewe Advisors
Utah
$30.1K
JWA
293
JFS Wealth Advisors
Pennsylvania
$24.6K +$24.6K +1,000 New
AFG
294
Albion Financial Group
Utah
$24.5K
IRC
295
Investors Research Corp
Georgia
$23.1K
GJIA
296
Glass Jacobson Investment Advisors
Maryland
$20.1K +$20.1K +816 New
Citigroup
297
Citigroup
New York
$18.4K +$15.4K +624 +511%
SL
298
Savior LLC
Massachusetts
$17.8K
CSPIA
299
Cary Street Partners Investment Advisory
Virginia
$17.5K
WWM
300
Wolff Wiese Magana
California
$17.1K +$17.1K +694 New