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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 %
IGWM
326
ICA Group Wealth Management
Colorado
$10.6K -$11.1K -452 -51%
GI
327
Gradient Investments
Minnesota
$10.5K
HR
328
Howe & Rusling
New York
$10.1K -$70.3K -2,866 -87%
POIA
329
Pin Oak Investment Advisors
Texas
$10K
CIAS
330
Capital Investment Advisory Services
North Carolina
$9.97K
RIA
331
Realta Investment Advisors
Delaware
$8.58K +$8.58K +350 New
WAG
332
Wiser Advisor Group
Arizona
$8.04K -$50 -2 -0.6%
FRA
333
Front Row Advisors
California
$7.36K
SPIA
334
Steward Partners Investment Advisory
New York
$6.82K +$2.16K +88 +46%
CIA
335
Cape Investment Advisory
Georgia
$6.62K +$1.47K +60 +29%
FF
336
Friedenthal Financial
New Jersey
$5.99K -$442 -18 -7%
S
337
Syntrinsic
Colorado
$4.51K
EBA
338
Eagle Bay Advisors
New York
$4.44K +$49 +2 +1%
PP
339
Pacifica Partners
Canada
$4.4K
IA
340
IFP Advisors
Florida
$4.09K -$6.94K -282 -63%
CMP
341
Coston McIsaac & Partners
Maine
$4K +$4K +184 New
RP
342
Rice Partnership
Hawaii
$3.92K +$3.58K +146 +1,043%
WTC
343
WhitTier Trust Company
Nevada
$3.87K
AAG
344
Armstrong Advisory Group
Massachusetts
$2.98K
EW
345
Element Wealth
Mississippi
$2.89K
BLC
346
Brown, Lisle/Cummings
Rhode Island
$2.85K
GM
347
GeoWealth Management
Illinois
$2.83K +$976 +40 +53%
FPF
348
First Pacific Financial
Washington
$2.6K +$2.6K +106 New
BTI
349
Blue Trust Inc
Georgia
$2.45K -$766K -31,224 -100%
KFI
350
Key Financial Inc
Pennsylvania
$2.4K