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Schwab Intermediately-Term US Treasury ETF

372 hedge funds and large institutions have $6.86B invested in Schwab Intermediately-Term US Treasury ETF in 2024 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 158 increasing their positions, 126 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
372
Holders Change
-18
Holders Change %
-4.62%
% of All Funds
5.39%
Holding in Top 10
27
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.57%
% of All Funds
0.39%
New
38
Increased
158
Reduced
126
Closed
50
Calls
$152K
Puts
$221K
Net Calls
-$69K
Net Calls Change
-$79K
Name Holding Trade Value Shares
Change
Shares
Change %
CJ
276
Caitlin John
Michigan
$153K
CWP
277
Concord Wealth Partners
Virginia
$138K -$149K -6,092 -52%
NS
278
NBC Securities
Alabama
$137K +$637 +26 +0.5%
AIC
279
Archer Investment Corporation
Indiana
$135K +$7.6K +310 +6%
LFG
280
Larson Financial Group
Missouri
$134K +$4.37K +178 +3%
PWMG
281
Private Wealth Management Group
New Jersey
$121K -$7.51K -306 -6%
FAM
282
Family Asset Management
South Carolina
$114K -$41.5K -1,694 -27%
NB
283
NBT Bank
New York
$112K -$18.9K -770 -14%
US Bancorp
284
US Bancorp
Minnesota
$94.8K -$21.6K -880 -19%
HNB
285
Huntington National Bank
Ohio
$93.8K -$90.6K
BIM
286
Breakwater Investment Management
Washington
$93.4K +$93.4K +3,810 New
S
287
SignatureFD
Georgia
$89.5K +$88.9K +3,626 +16,482%
CFD
288
Creative Financial Designs
Indiana
$88.8K -$29.2K -1,192 -25%
NP
289
NorthRock Partners
Minnesota
$83.7K +$470 +20 +0.6%
SAM
290
Smartleaf Asset Management
Massachusetts
$81.7K +$47.4K +1,928 +138%
HDIM
291
Hanson & Doremus Investment Management
Vermont
$79K -$8.86K -360 -10%
FGAM
292
Financial Gravity Asset Management
Texas
$78.3K +$6.18K +252 +9%
AWM
293
Avior Wealth Management
Nebraska
$77.6K +$77.6K +3,162 New
BFPW
294
BOK Financial Private Wealth
Colorado
$70.9K +$70.9K +2,890 New
GRP
295
Global Retirement Partners
California
$67.9K -$112K -4,570 -62%
LTI
296
Laffer Tengler Investments
Tennessee
$67.2K +$67.2K +2,742 New
PA
297
Pineridge Advisors
Missouri
$66.4K +$66.4K +2,708 New
CIBC Private Wealth Group
298
CIBC Private Wealth Group
Georgia
$62K +$62K +2,552 New
RBC
299
Roble Belko & Company
Pennsylvania
$57K
AF
300
Advisornet Financial
Minnesota
$51.4K +$24.2K +986 +89%