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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 %
PP
326
Pacifica Partners
Canada
$4.4K
EBA
327
Eagle Bay Advisors
New York
$4.35K
AssetMark Inc
328
AssetMark Inc
California
$4.14K -$43.1M -1,747,316 -100%
WTC
329
WhitTier Trust Company
Nevada
$3.89K
PO
330
Private Ocean
California
$3.55K +$3.55K +144 New
MSFP
331
Mark Sheptoff Financial Planning
Connecticut
$3.2K
TFGT
332
TS Financial Group (TSFG)
Illinois
$3K
BLC
333
Brown, Lisle/Cummings
Rhode Island
$2.86K
SWA
334
Sutton Wealth Advisors
Florida
$2.81K
RA
335
Rise Advisors
New York
$2.64K +$49 +2 +2%
KFI
336
Key Financial Inc
Pennsylvania
$2.42K
BAM
337
Bellevue Asset Management
Washington
$2.12K
FMP
338
Financial Management Professionals
Texas
$2K
NIC
339
Northwest Investment Counselors
Oregon
$1.97K
MFC
340
Morris Financial Concepts
South Carolina
$1.43K
AIM
341
Anchor Investment Management
South Carolina
$1.28K
TFA
342
Transamerica Financial Advisors
Florida
$1K
IPW
343
Impact Partnership Wealth
Georgia
$887 +$887 +36 New
VCM
344
Versant Capital Management
Arizona
$857 -$6.65K -264 -89%
TAM
345
Tucker Asset Management
Colorado
$739
LC
346
Lindbrook Capital
California
$690
SMA
347
Sage Mountain Advisors
Georgia
$641 +$641 +26 New
FCAG
348
First Capital Advisors Group
New Jersey
$618 +$48 +2 +8%
EWP
349
Elevation Wealth Partners
California
$592 +$592 +24 New
S
350
SignatureFD
Georgia
$542