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Schwab Intermediately-Term US Treasury ETF

261 hedge funds and large institutions have $2.08B invested in Schwab Intermediately-Term US Treasury ETF in 2020 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 117 increasing their positions, 65 reducing their positions, and 20 closing their positions.

Holders
261
Holders Change
+5
Holders Change %
+1.95%
% of All Funds
5.28%
Holding in Top 10
17
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.34%
New
27
Increased
117
Reduced
65
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
FM
26
Foster & Motley
Ohio
$11.2M +$130K +4,418 +1%
Jane Street
27
Jane Street
New York
$11M +$6.95M +236,942 +171%
KWM
28
Kingsview Wealth Management
Oregon
$10.2M +$2.51M +85,462 +33%
AWM
29
AE Wealth Management
Kansas
$10.1M +$4.8M +163,572 +90%
SS
30
Simplicity Solutions
Minnesota
$10.1M +$4.79M +163,284 +91%
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$9.97M -$8.18M -278,840 -45%
IA
32
IndexIQ Advisors
New York
$9.25M -$8.38M -285,654 -48%
AssetMark Inc
33
AssetMark Inc
California
$9.18M -$27M -919,274 -75%
FC
34
Financial Consulate
Maryland
$8.39M +$448K +15,280 +6%
BWI
35
Beacon Wealthcare Inc
North Carolina
$7.95M -$167K -5,692 -2%
SP
36
SWS Partners
Ohio
$7.82M +$7.82M +266,650 New
HGWM
37
Harvest Group Wealth Management
Massachusetts
$7.64M +$2.72M +92,808 +55%
QCMNJ
38
Quantum Capital Management (New Jersey)
New Jersey
$7.39M -$111K -3,800 -1%
SIM
39
Sterling Investment Management
Arizona
$6.69M -$409K -13,944 -6%
MFT
40
Moisand Fitzgerald Tamayo
Florida
$6.48M +$456K +15,538 +8%
SWA
41
SFMG Wealth Advisors
Texas
$6.48M -$183K -6,246 -3%
FMC
42
First Merchants Corp
Indiana
$6.04M -$234K -7,966 -4%
Bank of America
43
Bank of America
North Carolina
$5.94M +$615K +20,962 +12%
WCF
44
West Coast Financial
California
$5.94M +$2.26M +77,008 +61%
ML
45
McAdam LLC
Pennsylvania
$5.79M +$495K +16,872 +9%
TI
46
tru Independence
Oregon
$5.76M +$5.76M +196,272 New
SCM
47
Seascape Capital Management
New Hampshire
$5.71M +$1.09M +37,226 +24%
CA
48
Cetera Advisors
Colorado
$5.57M +$1.01M +34,484 +22%
FIM
49
Freedom Investment Management
Connecticut
$5.54M +$183K +6,220 +3%
HW
50
Hedeker Wealth
Illinois
$5.39M +$2.45M +83,400 +83%