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Schwab Intermediately-Term US Treasury ETF

421 hedge funds and large institutions have $9.67B invested in Schwab Intermediately-Term US Treasury ETF in 2024 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 170 increasing their positions, 129 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
421
Holders Change
+40
Holders Change %
+10.5%
% of All Funds
5.61%
Holding in Top 10
39
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+18.18%
% of All Funds
0.52%
New
77
Increased
170
Reduced
129
Closed
29
Calls
$66K
Puts
Net Calls
+$66K
Net Calls Change
+$850K
Name Holding Trade Value Shares
Change
Shares
Change %
LIA
301
LBMC Investment Advisors
Tennessee
$226K
CAL
302
Capital Analysts LLC
Pennsylvania
$225K +$68.7K +2,828 +44%
BWM
303
BCS Wealth Management
Tennessee
$223K +$223K +9,162 New
PA
304
Pineridge Advisors
Missouri
$220K +$51.7K +2,128 +31%
AWM
305
AE Wealth Management
Kansas
$217K -$19.3K -796 -8%
MIA
306
Milestone Investment Advisors
Wisconsin
$216K
Jane Street
307
Jane Street
New York
$214K -$99.3M -4,089,879 -100%
WA
308
WBH Advisory
Maryland
$213K -$200K -8,215 -48%
FPWM
309
FSB Premier Wealth Management
Iowa
$212K -$48.6K -2,000 -19%
KC
310
Kades & Cheifetz
Pennsylvania
$211K -$9.45K -389 -4%
PWM
311
Purus Wealth Management
California
$209K
AA
312
AlphaQ Advisors
Florida
$207K -$20.6K -847 -9%
CIAS
313
CFS Investment Advisory Services
New Jersey
$205K -$48.5K -1,993 -19%
WFA
314
Wade Financial Advisory
California
$205K
CFG
315
Chapman Financial Group
Hawaii
$204K +$204K +8,400 New
ACG
316
Allen Capital Group
Nebraska
$203K -$24.4K -1,003 -11%
LA
317
Lifeworks Advisors
Michigan
$203K +$203K +8,355 New
ATPW
318
Ashton Thomas Private Wealth
Arizona
$202K +$202K +8,312 New
AIM
319
Acropolis Investment Management
Missouri
$197K
T
320
Transce3nd
Texas
$189K +$189K +7,762 New
IA
321
IFP Advisors
Florida
$183K -$230K -9,456 -56%
ACA
322
Aptus Capital Advisors
Alabama
$171K +$114K +4,697 +201%
PWMG
323
Private Wealth Management Group
New Jersey
$161K +$38.9K +1,600 +32%
CJ
324
Caitlin John
Michigan
$151K -$151K -6,224 -50%
OP
325
ORG Partners
Indiana
$148K