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Schwab Intermediately-Term US Treasury ETF

55 hedge funds and large institutions have $220M invested in Schwab Intermediately-Term US Treasury ETF in 2015 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 20 increasing their positions, 15 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
55
Holders Change
+2
Holders Change %
+3.77%
% of All Funds
1.54%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.17%
New
12
Increased
20
Reduced
15
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
KF
26
Krilogy Financial
Missouri
$525K +$525K +19,264 New
VKH
27
Virtu KCG Holdings
New York
$456K +$456K +16,724 New
CMP
28
Courage Miller Partners
Virginia
$430K +$1.69K +62 +0.4%
CWM
29
Concert Wealth Management
California
$391K +$391K +14,314 New
OIA
30
Optimum Investment Advisors
Illinois
$378K +$378K +13,870 New
UCFA
31
United Capital Financial Advisors
Texas
$359K +$143K +5,232 +66%
VFS
32
VSR Financial Services
Kansas
$324K -$130K -4,776 -29%
IFS
33
Ifrah Financial Services
Arkansas
$281K +$3.22K +118 +1%
PAG
34
Pinnacle Advisory Group
Maryland
$274K +$274K +10,054 New
SGCA
35
Steel Grove Capital Advisors
Tennessee
$273K -$5.5K -202 -2%
OC
36
Oarsman Capital
Wisconsin
$266K +$16.4K +602 +7%
SIC
37
Salem Investment Counselors
North Carolina
$254K +$254K +9,418 New
AP
38
Atwood & Palmer
Missouri
$85K +$85K +3,128 New
UBS Group
39
UBS Group
Switzerland
$73K +$31.9K +1,166 +78%
PAI
40
Pittenger & Anderson Inc
Nebraska
$69K -$13.7K -500 -17%
WCM
41
Wealthcare Capital Management
Virginia
$66K
Morgan Stanley
42
Morgan Stanley
New York
$65K -$43.5K -1,600 -40%
MAS
43
Madden Advisory Services
Florida
$55K +$10.3K +380 +23%
WTB
44
Washington Trust Bank
Washington
$43K
AIG
45
American International Group
New York
$25K
CCS
46
Crosspoint Capital Strategies
California
$18K
WOC
47
West Oak Capital
California
$16.4K -$5.45K -200 -25%
CDIA
48
Capital Directions Investment Advisors
Georgia
$14K
BBPWM
49
Blue Bell Private Wealth Management
Pennsylvania
$13K
S
50
SignatureFD
Georgia
$6K -$18.7K -684 -76%