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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 %
AC
301
AlphaCore Capital
California
$4K +$4K +144 New
FMP
302
Financial Management Professionals
Texas
$3K
MSFP
303
Mark Sheptoff Financial Planning
Connecticut
$3K
TFGT
304
TS Financial Group (TSFG)
Illinois
$3K
RA
305
Rise Advisors
New York
$3K
BLC
306
Brown, Lisle/Cummings
Rhode Island
$2.85K +$2.85K +116 New
SWA
307
Sutton Wealth Advisors
Florida
$2.8K
WPA
308
West Paces Advisors
Georgia
$2.17K +$2.17K +88 New
NIC
309
Northwest Investment Counselors
Oregon
$2K
BAM
310
Bellevue Asset Management
Washington
$2K
KFI
311
Key Financial Inc
Pennsylvania
$2K
BTI
312
Blue Trust Inc
Georgia
$2K +$2K +68 New
AW
313
Avion Wealth
Texas
$2K +$2K +72 New
HBW
314
Hazlett, Burt & Watson
West Virginia
$2K +$2K +80 New
AIM
315
Anchor Investment Management
South Carolina
$1.28K
NG
316
NWK Group
California
$1K -$55.4K -1,218 -98%
Citigroup
317
Citigroup
New York
$1K -$23.1K -924 -96%
CWM
318
Castle Wealth Management
Florida
$1K
ANBT
319
American National Bank & Trust
Texas
$1K
MFC
320
Morris Financial Concepts
South Carolina
$1K
TFA
321
Transamerica Financial Advisors
Florida
$1K
JFA
322
JNBA Financial Advisors
Minnesota
$1K
FWM
323
Focused Wealth Management
New York
$1K
ACA
324
Aptus Capital Advisors
Alabama
$1K +$77 +2 +8%
FCAG
325
First Capital Advisors Group
New Jersey
$1K +$1K +24 New