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Schwab Intermediately-Term US Treasury ETF

65 hedge funds and large institutions have $209M invested in Schwab Intermediately-Term US Treasury ETF in 2015 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 15 increasing their positions, 19 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
65
Holders Change
+10
Holders Change %
+18.18%
% of All Funds
1.71%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.11%
New
23
Increased
15
Reduced
19
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PG
51
Patten Group
Tennessee
$24.9K +$24.9K +928 New
Royal Bank of Canada
52
Royal Bank of Canada
Ontario, Canada
$22K +$22K +812 New
MWM
53
MinichMacGregor Wealth Management
New York
$18K +$18K +678 New
WOC
54
West Oak Capital
California
$16.1K
IA
55
IFP Advisors
Florida
$16K +$16K +580 New
CDIA
56
Capital Directions Investment Advisors
Georgia
$14K
BBPWM
57
Blue Bell Private Wealth Management
Pennsylvania
$13K
S
58
SignatureFD
Georgia
$6K
TRCT
59
Tower Research Capital (TRC)
New York
$5K +$5K +200 New
AIS
60
Accurate Investment Solutions
Pennsylvania
$4K +$4K +150 New
EWM
61
Evercore Wealth Management
New York
$3K +$3K +96 New
ASN
62
Advisory Services Network
Georgia
$3K +$3K +122 New
NMIS
63
Northwestern Mutual Investment Services
Wisconsin
$1K +$1K +36 New
SWA
64
SFMG Wealth Advisors
Texas
-$4.02M -147,502 Closed
PMG
65
ProVise Management Group
Florida
-$2.54M -93,170 Closed
ACM
66
Argentus Capital Management
Texas
-$671K -24,618 Closed
Jane Street
67
Jane Street
New York
-$638K -23,418 Closed
KF
68
Krilogy Financial
Missouri
-$525K -19,264 Closed
VKH
69
Virtu KCG Holdings
New York
-$456K -16,724 Closed
UCFA
70
United Capital Financial Advisors
Texas
-$359K -13,174 Closed
MAS
71
Madden Advisory Services
Florida
-$55K -2,020 Closed
WTB
72
Washington Trust Bank
Washington
-$43K -1,574 Closed
CCS
73
Crosspoint Capital Strategies
California
-$18K -650 Closed
BCM
74
Brookstone Capital Management
Illinois
-$4K -154 Closed
TFA
75
Transamerica Financial Advisors
Florida
-$1K -2 Closed