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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 %
MA
301
MCF Advisors
Kentucky
$14.4K -$150K -6,090 -91%
BA
302
Ballast Advisors
Minnesota
$13.7K +$3.89K +158 +40%
RIA
303
Realta Investment Advisors
Delaware
$13.6K +$13.6K +550 New
CP
304
Castleview Partners
Texas
$12.8K +$98 +4 +0.8%
MA
305
Montag & Associates
Georgia
$12.1K +$99 +4 +0.8%
IA
306
IFP Advisors
Florida
$11.1K +$4.83K +196 +77%
VF
307
VitalStone Financial
Texas
$11K +$6.77K +278 +160%
AC
308
AlphaCore Capital
California
$10.9K +$7.34K +298 +207%
PTC
309
Private Trust Company
Ohio
$10.7K -$3.11K -126 -22%
POIA
310
Pin Oak Investment Advisors
Texas
$10K
GWM
311
Geneos Wealth Management
Colorado
$9.86K
TRCT
312
Tower Research Capital (TRC)
New York
$9.76K +$3.35K +136 +52%
CPG
313
Cornerstone Planning Group
New Jersey
$9.36K +$9.36K +380 New
VWM
314
Valley Wealth Managers
New Jersey
$8.53K -$2.37K -96 -22%
NC
315
NewSquare Capital
Pennsylvania
$8.48K +$8.48K +344 New
FWP
316
FAS Wealth Partners
Kansas
$8.2K +$4.7K +190 +134%
FRA
317
Front Row Advisors
California
$7K
HBW
318
Hazlett, Burt & Watson
West Virginia
$7K +$7K +296 New
OC
319
Oakworth Capital
Alabama
$6.36K +$6.36K +258 New
BWM
320
Baystate Wealth Management
Massachusetts
$6.26K
SPIA
321
Steward Partners Investment Advisory
New York
$5.67K -$9.02K -366 -61%
MFG
322
Mendota Financial Group
Wisconsin
$5.27K +$5.27K +214 New
HFS
323
Hantz Financial Services
Michigan
$5K
HT
324
Headlands Technologies
Illinois
$4.83K +$4.83K +196 New
MCA
325
Maryland Capital Advisors
Maryland
$4.78K -$12.2K -494 -72%