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Schwab Intermediately-Term US Treasury ETF

368 hedge funds and large institutions have $6.42B invested in Schwab Intermediately-Term US Treasury ETF in 2023 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 160 increasing their positions, 103 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
368
Holders Change
+7
Holders Change %
+1.94%
% of All Funds
5.87%
Holding in Top 10
22
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.35%
New
50
Increased
160
Reduced
103
Closed
40
Calls
$307K
Puts
$201K
Net Calls
+$106K
Net Calls Change
-$303K
Name Holding Trade Value Shares
Change
Shares
Change %
CSPIA
301
Cary Street Partners Investment Advisory
Virginia
$20.3K +$3.26K +136 +19%
GJIA
302
Glass Jacobson Investment Advisors
Maryland
$19.7K +$144 +6 +0.7%
SL
303
Savior LLC
Massachusetts
$17.3K
CCM
304
Chilton Capital Management
Texas
$16.5K +$16.5K +688 New
RIA
305
Realta Investment Advisors
Delaware
$13.6K
Citigroup
306
Citigroup
New York
$13.1K -$4.79K -200 -27%
TRCT
307
Tower Research Capital (TRC)
New York
$12.9K +$3.45K +144 +36%
PCMC
308
Private Capital Management (Colorado)
Colorado
$12K +$12K +500 New
MA
309
Montag & Associates
Georgia
$11.8K +$96 +4 +0.8%
PTC
310
Private Trust Company
Ohio
$10.5K
GI
311
Gradient Investments
Minnesota
$10.3K -$41K -1,712 -80%
POIA
312
Pin Oak Investment Advisors
Texas
$10K
GWM
313
Geneos Wealth Management
Colorado
$9.59K
CIA
314
Cape Investment Advisory
Georgia
$8.53K +$8.53K +356 New
EBA
315
Eagle Bay Advisors
New York
$8.53K +$4.31K +180 +102%
VWM
316
Valley Wealth Managers
New Jersey
$8.29K
KA
317
Kozak & Associates
Colorado
$7.93K +$7.93K +334 New
FRA
318
Front Row Advisors
California
$7.19K
AAP
319
Arax Advisory Partners
Colorado
$7.07K +$7.07K +294 New
SPIA
320
Steward Partners Investment Advisory
New York
$5.42K -$96 -4 -2%
PA
321
Parallel Advisors
California
$5K -$67.9K -2,822 -93%
S
322
Syntrinsic
Colorado
$4.41K +$4.41K +184 New
First Manhattan
323
First Manhattan
New York
$4.36K +$4.36K +182 New
HT
324
Headlands Technologies
Illinois
$4.32K -$384 -16 -8%
PP
325
Pacifica Partners
Canada
$4.29K