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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 %
NG
351
NWK Group
California
$542
GWSG
352
GPS Wealth Strategies Group
Colorado
$444
MHR
353
Matthew Hamilton Rosenberg
$394 +$394 +16 New
GWSA
354
Global Wealth Strategies & Associates
Colorado
$345 -$690 -28 -67%
RP
355
Rice Partnership
Hawaii
$345
FWM
356
Focused Wealth Management
New York
$296
TFP
357
Tilia Fiduciary Partners
North Carolina
$197
AA
358
Addison Advisors
Vermont
$148 -$296 -12 -67%
NA
359
NewEdge Advisors
Louisiana
$102 -$12.5K -490 -99%
CFFP
360
Center for Financial Planning
Michigan
$99
WWM
361
Wagner Wealth Management
South Carolina
$99 +$50 +2 +100%
SIS
362
Sound Income Strategies
Florida
$49 -$88.5K -3,614 -100%
SVCP
363
Silicon Valley Capital Partners
California
$30 -$3.72K -248 -99%
NYLIM
364
New York Life Investment Management
New York
-$19.1M -758,986 Closed
TI
365
Tidal Investments
Wisconsin
-$17.8M -707,492 Closed
LWM
366
Liberty Wealth Management
California
-$5.99M -239,948 Closed
SWG
367
Summit Wealth Group
Vermont
-$2K -173,984 Closed
HF
368
HRT Financial
New York
-$1.86M -73,862 Closed
FAIM
369
Financial Advocates Investment Management
Washington
-$1.75M -69,238 Closed
Susquehanna International Group
370
Susquehanna International Group
Pennsylvania
-$1.5M -59,342 Closed
MMA
371
Miracle Mile Advisors
California
-$1.2M -47,702 Closed
WFA
372
Wellspring Financial Advisors
Ohio
-$783K -31,066 Closed
Qube Research & Technologies (QRT)
373
Qube Research & Technologies (QRT)
United Kingdom
-$736K -29,202 Closed
EWA
374
EP Wealth Advisors
California
-$628K -23,442 Closed
TSS
375
Two Sigma Securities
New York
-$552K -21,880 Closed