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Schwab Intermediately-Term US Treasury ETF

318 hedge funds and large institutions have $3.41B invested in Schwab Intermediately-Term US Treasury ETF in 2022 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 114 increasing their positions, 105 reducing their positions, and 38 closing their positions.

Holders
318
Holders Change
+4
Holders Change %
+1.27%
% of All Funds
5.03%
Holding in Top 10
20
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.26%
% of All Funds
0.32%
New
47
Increased
114
Reduced
105
Closed
38
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
WCF
26
West Coast Financial
California
$14.4M 269,591 +14,689 +6%
Bank of America
27
Bank of America
North Carolina
$13.9M 261,640 +30,814 +13%
BWL
28
Beacon Wealthcare LLC
North Carolina
$13.2M 248,324 +48,231 +24%
Creative Planning
29
Creative Planning
Kansas
$13M 244,255 -79,556 -25%
IA
30
IndexIQ Advisors
New York
$12.9M 242,715 -149,392 -38%
KWM
31
Kingsview Wealth Management
Oregon
$12.6M 237,475 -35,212 -13%
CW
32
CreativeOne Wealth
Kansas
$12.6M 237,024 +4,108 +2%
BSW
33
Buckingham Strategic Wealth
Missouri
$12.1M 227,528 +10,300 +5%
RCA
34
Resonant Capital Advisors
Wisconsin
$11.9M 224,944 -33,345 -13%
SFA
35
Seneca Financial Advisors
New York
$11.9M 222,660 -10,539 -5%
Franklin Resources
36
Franklin Resources
California
$11.8M 222,289 -11,597 -5%
GGS
37
Galvin Gaustad & Stein
Arizona
$11.6M 218,016 +17,437 +9%
QCMNJ
38
Quantum Capital Management (New Jersey)
New Jersey
$9.98M 187,484 -1,827 -1%
ML
39
McAdam LLC
Pennsylvania
$9.93M 186,395 +1,183 +0.6%
Jane Street
40
Jane Street
New York
$9.86M 185,066 -451,961 -71%
HA
41
HC Advisors
Georgia
$9.56M 179,430 -159,440 -47%
PWM
42
Perigon Wealth Management
California
$9.55M 179,319 +68,043 +61%
WA
43
WBH Advisory
Maryland
$8.9M 171,407 +94,173 +122%
Osaic Holdings
44
Osaic Holdings
Arizona
$8.57M 162,092 +62,659 +63%
FC
45
Financial Consulate
Maryland
$8.32M 156,317 -27,939 -15%
SCM
46
Seascape Capital Management
New Hampshire
$8.24M 154,819 +23,186 +18%
DC
47
Davenport & Co
Virginia
$8.23M 154,500 +7,368 +5%
MBFW
48
Morton Brown Family Wealth
Pennsylvania
$7.77M 145,867 +5,352 +4%
HGWM
49
Harvest Group Wealth Management
Massachusetts
$7.11M 133,556 +63,269 +90%
AA
50
Advisory Alpha
Michigan
$7.08M 132,878 +19,768 +17%