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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 %
NA
301
NewEdge Advisors
Louisiana
$41.2K -$59K -2,404 -59%
SIS
302
Sound Income Strategies
Florida
$37.5K +$37.5K +1,528 +76,400%
PIP
303
Peachtree Investment Partners
Florida
$34.3K
TAM
304
Townsend Asset Management
North Carolina
$32.3K
HI
305
Harbour Investments
Wisconsin
$31.6K -$67.3K -2,746 -68%
MA
306
MCF Advisors
Kentucky
$26.1K
JWA
307
JFS Wealth Advisors
Pennsylvania
$24.5K
AFG
308
Albion Financial Group
Utah
$24.4K
FWM
309
FSA Wealth Management
Massachusetts
$23.3K +$23.3K +950 New
TRCT
310
Tower Research Capital (TRC)
New York
$23.2K +$16.8K +686 +264%
IRC
311
Investors Research Corp
Georgia
$18.2K +$441 +18 +2%
PMFA
312
Plante Moran Financial Advisors
Michigan
$15.6K -$4.12K -168 -21%
B
313
Birchbrook
Maine
$15.2K
BEI
314
Benjamin Edwards Inc
Missouri
$14K -$3.92M -161,216 -100%
LF
315
LifeSteps Financial
California
$13.8K +$13.8K +562 New
BFS
316
Bare Financial Services
Pennsylvania
$13K +$13K +542 New
GWM
317
Geneos Wealth Management
Colorado
$12.9K -$9.12K -372 -42%
Citigroup
318
Citigroup
New York
$12.6K +$11.6K +474 +1,185%
MA
319
Montag & Associates
Georgia
$12.3K +$49 +2 +0.4%
ACA
320
Aptus Capital Advisors
Alabama
$12K +$11.7K +478 +4,780%
MG
321
Mather Group
Illinois
$11.7K +$11.7K +472 New
CSWM
322
Cassady Schiller Wealth Management
Ohio
$11.6K +$11.6K +472 New
MSG
323
Main Street Group
Virginia
$11.4K
CA
324
CoreCap Advisors
Michigan
$11.4K +$11.4K +464 New
AC
325
AlphaCore Capital
California
$10.7K +$7.21K +294 +204%