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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 %
SPIA
301
Steward Partners Investment Advisory
New York
$14.8K 300 +103 +52%
CP
302
Castleview Partners
Texas
$12.7K 257 +257 New
TWA
303
TCI Wealth Advisors
Arizona
$12.1K 246 +246 New
MA
304
Montag & Associates
Georgia
$11.9K 242 +242 New
VF
305
VitalStone Financial
Texas
$11K 226 +226 New
VWM
306
Valley Wealth Managers
New Jersey
$10.9K 221
POIA
307
Pin Oak Investment Advisors
Texas
$10K 200 +200 New
GWM
308
Geneos Wealth Management
Colorado
$9.85K 200
BA
309
Ballast Advisors
Minnesota
$9.75K 198
HBW
310
Hazlett, Burt & Watson
West Virginia
$8K 163 +123 +308%
VCM
311
Versant Capital Management
Arizona
$7.32K 149 -956 -87%
CPG
312
Cornerstone Planning Group
New Jersey
$7.24K 143 +143 New
CA
313
CoreCap Advisors
Michigan
$7.14K 145 +145 New
FRA
314
Front Row Advisors
California
$7K 150
BCMLT
315
Beacon Capital Management LLC (Tennessee)
Tennessee
$6.01K 122 +122 New
TRCT
316
Tower Research Capital (TRC)
New York
$6K 129 -30 -19%
AAP
317
Arax Advisory Partners
Colorado
$5.76K 117 +117 New
FMB
318
Field & Main Bank
Kentucky
$5.22K 106 +106 New
HFS
319
Hantz Financial Services
Michigan
$5K 100 -16 -14%
FWP
320
FAS Wealth Partners
Kansas
$4.65K 94 -4 -4%
PP
321
Pacifica Partners
Canada
$4.44K 90 -1 -1%
EBA
322
Eagle Bay Advisors
New York
$4.29K 87 +1 +1%
FCAS
323
First Command Advisory Services
Texas
$4K 117 +117 New
WTC
324
WhitTier Trust Company
Nevada
$3.89K 79 +79 New
SBL
325
Sargent Bickham Lagudis
Colorado
$3.59K 73 +73 New