SCHR icon

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 %
NA
326
NewEdge Advisors
Louisiana
$4.03K +$3.94K +164 +4,100%
HFS
327
Hantz Financial Services
Michigan
$4K
IA
328
IFP Advisors
Florida
$3.98K -$6.81K -284 -63%
Citadel Advisors
329
Citadel Advisors
Florida
$3.98K +$3.98K +166 New
WTC
330
WhitTier Trust Company
Nevada
$3.79K
AC
331
AlphaCore Capital
California
$3.45K -$7.14K -298 -67%
WWM
332
Wolff Wiese Magana
California
$3.36K -$13.3K -554 -80%
TFGT
333
TS Financial Group (TSFG)
Illinois
$3K
ADL
334
Asset Dedication LLC
California
$3K +$3K +144 New
EW
335
Element Wealth
Mississippi
$2.83K +$2.83K +118 New
BLC
336
Brown, Lisle/Cummings
Rhode Island
$2.78K
SWA
337
Sutton Wealth Advisors
Florida
$2.73K
KFI
338
Key Financial Inc
Pennsylvania
$2.35K
BAM
339
Bellevue Asset Management
Washington
$2.06K
FMP
340
Financial Management Professionals
Texas
$2K
NIC
341
Northwest Investment Counselors
Oregon
$1.92K
MFC
342
Morris Financial Concepts
South Carolina
$1.39K
AIM
343
Anchor Investment Management
South Carolina
$1.25K
CCMI
344
Creative Capital Management Investments
California
$1.25K +$1.25K +52 New
Fifth Third Bancorp
345
Fifth Third Bancorp
Ohio
$1.15K +$1.15K +48 New
TFA
346
Transamerica Financial Advisors
Florida
$1K
IPW
347
Impact Partnership Wealth
Georgia
$863
VCM
348
Versant Capital Management
Arizona
$840 +$47 +2 +6%
TAM
349
Tucker Asset Management
Colorado
$719
LC
350
Lindbrook Capital
California
$671