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Schwab Intermediately-Term US Treasury ETF

390 hedge funds and large institutions have $6.85B invested in Schwab Intermediately-Term US Treasury ETF in 2023 Q4 according to their latest regulatory filings, with 71 funds opening new positions, 139 increasing their positions, 123 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
390
Holders Change
+22
Holders Change %
+5.98%
% of All Funds
5.72%
Holding in Top 10
28
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+27.27%
% of All Funds
0.41%
New
71
Increased
139
Reduced
123
Closed
46
Calls
$164K
Puts
$154K
Net Calls
+$10K
Net Calls Change
-$96K
Name Holding Trade Value Shares
Change
Shares
Change %
TAM
376
Tucker Asset Management
Colorado
$746
LC
377
Lindbrook Capital
California
$696
SMA
378
Sage Mountain Advisors
Georgia
$646
DJSG
379
D.J. St. Germain
Massachusetts
$597
S
380
SignatureFD
Georgia
$547
NG
381
NWK Group
California
$547
CSC
382
Caldwell Sutter Capital
California
$547 +$547 +22 New
GWSA
383
Global Wealth Strategies & Associates
Colorado
$497 +$149 +6 +43%
FWP
384
FAS Wealth Partners
Kansas
$472
GWSG
385
GPS Wealth Strategies Group
Colorado
$447
MHR
386
Matthew Hamilton Rosenberg
$398
RP
387
Rice Partnership
Hawaii
$348
FWM
388
Focused Wealth Management
New York
$298
ACA
389
Aptus Capital Advisors
Alabama
$249 +$249 +10 New
BWM
390
Baystate Wealth Management
Massachusetts
$65
SIS
391
Sound Income Strategies
Florida
$50
SVCP
392
Silicon Valley Capital Partners
California
$31
AssetMark Inc
393
AssetMark Inc
California
-$30.7M -1,279,244 Closed
TI
394
Tidal Investments
Wisconsin
-$10.4M -432,354 Closed
Jane Street
395
Jane Street
New York
-$9.55M -398,216 Closed
GS
396
GTS Securities
New York
-$7.67M -319,852 Closed
DF
397
Donoghue Forlines
Massachusetts
-$4.76M -198,428 Closed
CA
398
CGN Advisors
Kansas
-$4.61M -192,324 Closed
CCM
399
Coldstream Capital Management
Washington
-$4.25M -177,486 Closed
FTUS
400
Flow Traders U.S.
New York
-$3.11M -129,768 Closed