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Schwab Intermediately-Term US Treasury ETF

210 hedge funds and large institutions have $3.73B invested in Schwab Intermediately-Term US Treasury ETF in 2019 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 83 increasing their positions, 59 reducing their positions, and 26 closing their positions.

Holders
210
Holders Change
+8
Holders Change %
+3.96%
% of All Funds
4.61%
Holding in Top 10
19
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.76%
% of All Funds
0.42%
New
36
Increased
83
Reduced
59
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AIP
26
Almanack Investment Partners
Pennsylvania
$8.79M -$35.4M -1,275,114 -80%
BSW
27
Buckingham Strategic Wealth
Missouri
$8.42M +$1.47M +52,880 +21%
FC
28
Financial Consulate
Maryland
$8.29M +$8.29M +298,412 New
HGWM
29
Harvest Group Wealth Management
Massachusetts
$7.94M +$194K +6,984 +3%
SP
30
SWS Partners
Ohio
$7.83M +$308K +11,178 +4%
FI
31
FormulaFolio Investments
Michigan
$7.65M -$54.4K -1,958 -0.7%
SIM
32
Sterling Investment Management
Arizona
$7.33M +$2.62M +94,320 +56%
FM
33
Foster & Motley
Ohio
$7.03M +$3.01M +108,368 +75%
FMC
34
First Merchants Corp
Indiana
$6.32M +$6.32M +227,574 New
MFT
35
Moisand Fitzgerald Tamayo
Florida
$6.23M +$86.4K +3,112 +1%
LA
36
LVW Advisors
New York
$6.14M +$2.21M +79,524 +56%
QCMNJ
37
Quantum Capital Management (New Jersey)
New Jersey
$5.82M +$96.9K +3,488 +2%
FIM
38
Freedom Investment Management
Connecticut
$5.61M -$36.2K -1,304 -0.6%
KF
39
Krilogy Financial
Missouri
$5.36M +$815K +29,338 +18%
WCF
40
West Coast Financial
California
$5.07M +$1.46M +52,402 +40%
BCMO
41
Buckingham Capital Management (Ohio)
Ohio
$4.65M +$1.8M +64,658 +63%
RWM
42
RKL Wealth Management
Pennsylvania
$4.56M -$870K -31,346 -16%
ML
43
McAdam LLC
Pennsylvania
$4.47M +$565K +20,338 +14%
CA
44
Cetera Advisors
Colorado
$4.39M -$2.34M -83,980 -35%
KWM
45
Kingsview Wealth Management
Oregon
$4.38M +$940K +33,852 +27%
MFG
46
MidWestOne Financial Group
Iowa
$4.38M -$592K -21,318 -12%
SWM
47
SeaCrest Wealth Management
New York
$3.69M -$266K -9,564 -7%
Susquehanna International Group
48
Susquehanna International Group
Pennsylvania
$3.38M +$2.32M +83,450 +218%
UWM
49
USAdvisors Wealth Management
Minnesota
$3.13M +$2.89M +103,992 +1,220%
Mercer Global Advisors
50
Mercer Global Advisors
Colorado
$3.09M +$787K +28,348 +34%