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Schwab Intermediately-Term US Treasury ETF

293 hedge funds and large institutions have $2.82B invested in Schwab Intermediately-Term US Treasury ETF in 2020 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 113 increasing their positions, 81 reducing their positions, and 20 closing their positions.

Holders
293
Holders Change
+32
Holders Change %
+12.26%
% of All Funds
5.2%
Holding in Top 10
23
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+35.29%
% of All Funds
0.41%
New
54
Increased
113
Reduced
81
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MIS
26
Morningstar Investment Services
Illinois
$11.9M +$130K +4,474 +1%
RCA
27
Resonant Capital Advisors
Wisconsin
$11.8M +$722K +24,808 +6%
AWM
28
AE Wealth Management
Kansas
$11.8M +$1.77M +60,724 +18%
SS
29
Simplicity Solutions
Minnesota
$11.5M +$1.54M +53,066 +15%
BSW
30
Buckingham Strategic Wealth
Missouri
$11.4M -$353K -12,122 -3%
BSB
31
Bangor Savings Bank
Maine
$10.9M -$1.77M -60,944 -14%
IA
32
IndexIQ Advisors
New York
$10.4M +$1.25M +42,982 +14%
SFA
33
Seneca Financial Advisors
New York
$10.3M +$10.3M +353,356 New
KWM
34
Kingsview Wealth Management
Oregon
$9.46M -$626K -21,502 -6%
HGWM
35
Harvest Group Wealth Management
Massachusetts
$9.25M +$1.67M +57,440 +22%
CPFP
36
Clear Perspectives Financial Planning
Ohio
$9.08M +$9.08M +311,756 New
APC
37
Asset Planning Corporation
Tennessee
$9.01M +$9.01M +309,588 New
SP
38
SWS Partners
Ohio
$8.76M +$998K +34,270 +13%
FC
39
Financial Consulate
Maryland
$8.65M +$324K +11,146 +4%
ML
40
McAdam LLC
Pennsylvania
$7.6M +$1.9M +65,750 +33%
QCMNJ
41
Quantum Capital Management (New Jersey)
New Jersey
$7.44M +$110K +3,790 +2%
MFT
42
Moisand Fitzgerald Tamayo
Florida
$7.14M +$710K +24,392 +11%
AssetMark Inc
43
AssetMark Inc
California
$6.88M -$2.23M -76,444 -24%
BWI
44
Beacon Wealthcare Inc
North Carolina
$6.86M -$1.03M -35,550 -13%
SIM
45
Sterling Investment Management
Arizona
$6.75M +$110K +3,772 +2%
CW
46
CreativeOne Wealth
Kansas
$6.6M +$3.12M +107,206 +90%
Bank of America
47
Bank of America
North Carolina
$6.47M +$576K +19,788 +10%
Cambridge Investment Research Advisors
48
Cambridge Investment Research Advisors
Iowa
$5.71M -$4.18M -143,576 -42%
WCF
49
West Coast Financial
California
$5.6M -$289K -9,930 -5%
FMC
50
First Merchants Corp
Indiana
$5.57M -$419K -14,402 -7%