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Schwab Intermediately-Term US Treasury ETF

146 hedge funds and large institutions have $2.49B invested in Schwab Intermediately-Term US Treasury ETF in 2018 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 70 increasing their positions, 31 reducing their positions, and 17 closing their positions.

Holders
146
Holders Change
+8
Holders Change %
+5.8%
% of All Funds
3.34%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.23%
New
26
Increased
70
Reduced
31
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
QCMNJ
26
Quantum Capital Management (New Jersey)
New Jersey
$5.22M +$10.2K +394 +0.2%
BWI
27
Beacon Wealthcare Inc
North Carolina
$5.01M +$609K +23,512 +14%
SFA
28
Sequoia Financial Advisors
Ohio
$4.8M +$1.57M +60,466 +48%
BSB
29
Bangor Savings Bank
Maine
$4.71M +$769K +29,688 +19%
FIMG
30
Financial & Investment Management Group
Michigan
$4.6M -$3.01M -116,186 -40%
RWM
31
RKL Wealth Management
Pennsylvania
$4.51M +$613K +23,638 +16%
SWM
32
SVA Wealth Management
Wisconsin
$4.04M +$1.85M +71,448 +84%
ML
33
McAdam LLC
Pennsylvania
$3.71M -$92.8K -3,590 -2%
FWM
34
Frontier Wealth Management
Missouri
$3.61M +$503K +19,438 +16%
UBS Group
35
UBS Group
Switzerland
$3.34M -$20.2K -780 -0.6%
SWM
36
SeaCrest Wealth Management
New York
$3.3M -$94.6K -3,652 -3%
CMP
37
Courage Miller Partners
Virginia
$2.99M +$148K +5,716 +5%
Susquehanna International Group
38
Susquehanna International Group
Pennsylvania
$2.6M +$2.6M +100,224 New
IFS
39
Ifrah Financial Services
Arkansas
$2.56M +$49.6K +1,914 +2%
Wolverine Trading
40
Wolverine Trading
Illinois
$2.5M +$1.17M +45,354 +89%
MWA
41
MFA Wealth Advisors
Pennsylvania
$2.36M -$297K -11,502 -11%
Bank of America
42
Bank of America
North Carolina
$2.11M +$183K +7,058 +9%
REMPR
43
Roof Eidam Maycock Peralta (REMP)
California
$1.97M -$191K -7,380 -9%
I
44
INVST
Indiana
$1.94M -$34.4K -1,332 -2%
UCFA
45
United Capital Financial Advisors
Texas
$1.79M -$1.52M -58,842 -46%
KWM
46
Kingsview Wealth Management
Oregon
$1.75M +$232K +8,960 +15%
SC
47
Slow Capital
California
$1.74M -$120K -4,634 -6%
WA
48
Waverly Advisors
Alabama
$1.73M +$27K +1,044 +2%
Cambridge Investment Research Advisors
49
Cambridge Investment Research Advisors
Iowa
$1.63M -$824K -31,832 -34%
SAM
50
SignalPoint Asset Management
Missouri
$1.55M +$71K +2,740 +5%