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Schwab Intermediately-Term US Treasury ETF

97 hedge funds and large institutions have $476M invested in Schwab Intermediately-Term US Treasury ETF in 2017 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 38 increasing their positions, 27 reducing their positions, and 5 closing their positions.

Holders
97
Holders Change
+13
Holders Change %
+15.48%
% of All Funds
2.42%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.17%
New
19
Increased
38
Reduced
27
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
REMPR
26
Roof Eidam Maycock Peralta (REMP)
California
$1.78M -$1.73M -64,550 -49%
WIC
27
Whitegate Investment Counselors
New Hampshire
$1.71M -$83.2K -3,102 -5%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$1.71M +$518K +19,302 +44%
PAM
29
Peak Asset Management
Colorado
$1.62M -$16.1K -600 -1%
AI
30
Atria Investments
North Carolina
$1.44M +$728K +27,158 +102%
WA
31
Waverly Advisors
Alabama
$1.35M +$89K +3,320 +7%
VCP
32
Vista Capital Partners
Oregon
$1.33M +$3K +112 +0.2%
SAM
33
SignalPoint Asset Management
Missouri
$1.29M +$1.29M +48,232 New
Envestnet Asset Management
34
Envestnet Asset Management
Illinois
$1.25M +$934K +34,818 +292%
FWP
35
FAS Wealth Partners
Kansas
$1.06M +$339K +12,628 +47%
PAG
36
Pinnacle Advisory Group
Maryland
$1.02M +$244K +9,092 +31%
Citadel Advisors
37
Citadel Advisors
Florida
$1.02M +$718K +26,794 +238%
WP
38
WealthSource Partners
California
$982K +$732K +27,310 +292%
BSW
39
Buckingham Strategic Wealth
Missouri
$944K +$146K +5,454 +18%
KWM
40
Kingsview Wealth Management
Oregon
$937K +$937K +34,968 New
HighTower Advisors
41
HighTower Advisors
Illinois
$878K +$605K +22,548 +221%
PWM
42
Perigon Wealth Management
California
$799K -$25.7K -958 -3%
RJFSA
43
Raymond James Financial Services Advisors
Florida
$792K -$10.9K -406 -1%
LYV
44
Live Your Vision
Pennsylvania
$754K -$94.5K -3,528 -11%
SIC
45
Salem Investment Counselors
North Carolina
$731K +$76.4K +2,840 +12%
AWS
46
AJ Wealth Strategies
New York
$724K +$69.1K +2,578 +11%
LPL Financial
47
LPL Financial
California
$628K +$51.8K +1,934 +9%
Susquehanna International Group
48
Susquehanna International Group
Pennsylvania
$604K -$967K -36,036 -62%
SF
49
Synovus Financial
Georgia
$506K +$506K +18,860 New
Creative Planning
50
Creative Planning
Kansas
$470K -$257K -9,586 -35%