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Schwab Intermediately-Term US Treasury ETF

296 hedge funds and large institutions have $2.91B invested in Schwab Intermediately-Term US Treasury ETF in 2021 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 119 increasing their positions, 84 reducing their positions, and 20 closing their positions.

Holders
296
Holders Change
+9
Holders Change %
+3.14%
% of All Funds
5.2%
Holding in Top 10
16
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.28%
New
33
Increased
119
Reduced
84
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Charles Schwab
26
Charles Schwab
California
$15.1M +$421K +14,838 +3%
DC
27
Davenport & Co
Virginia
$14.9M +$11.5M +405,540 +333%
Franklin Resources
28
Franklin Resources
California
$14M -$184K -6,506 -1%
RCA
29
Resonant Capital Advisors
Wisconsin
$13.9M -$2.5K -88 -0%
IA
30
IndexIQ Advisors
New York
$13.8M +$5.7M +200,990 +71%
SFA
31
Seneca Financial Advisors
New York
$13.1M +$582K +20,522 +5%
AssetMark Inc
32
AssetMark Inc
California
$12.7M +$12.7M +449,434 New
CW
33
CreativeOne Wealth
Kansas
$12.5M +$1.77M +62,474 +17%
CA
34
Cetera Advisors
Colorado
$11.8M +$6.16M +217,380 +109%
GGS
35
Galvin Gaustad & Stein
Arizona
$10.6M +$1.49M +52,674 +16%
FC
36
Financial Consulate
Maryland
$10.2M +$223K +7,854 +2%
Bank of America
37
Bank of America
North Carolina
$10.1M +$2.75M +97,092 +37%
ML
38
McAdam LLC
Pennsylvania
$10M +$570K +20,100 +6%
BSW
39
Buckingham Strategic Wealth
Missouri
$9.54M +$97.1K +3,424 +1%
Qube Research & Technologies (QRT)
40
Qube Research & Technologies (QRT)
United Kingdom
$9.4M +$8.84M +311,846 +1,596%
HGWM
41
Harvest Group Wealth Management
Massachusetts
$8.78M -$1.44M -50,682 -14%
MFT
42
Moisand Fitzgerald Tamayo
Florida
$7.93M +$16K +566 +0.2%
BWL
43
Beacon Wealthcare LLC
North Carolina
$7.85M -$124K -4,384 -2%
SFA
44
Sequoia Financial Advisors
Ohio
$7.73M -$16.9M -597,448 -69%
QCMNJ
45
Quantum Capital Management (New Jersey)
New Jersey
$7.28M +$16.5K +582 +0.2%
SCM
46
Seascape Capital Management
New Hampshire
$7.22M +$1.75M +61,872 +32%
BSB
47
Bangor Savings Bank
Maine
$7.15M -$356K -12,554 -5%
WCF
48
West Coast Financial
California
$7.08M +$799K +28,162 +13%
OPWM
49
Oakwell Private Wealth Management
Texas
$6.58M +$864K +30,480 +15%
SIM
50
Sterling Investment Management
Arizona
$6.38M -$214K -7,560 -3%