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Schwab Intermediately-Term US Treasury ETF

86 hedge funds and large institutions have $386M invested in Schwab Intermediately-Term US Treasury ETF in 2016 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 39 increasing their positions, 20 reducing their positions, and 10 closing their positions.

Holders
86
Holders Change
+7
Holders Change %
+8.86%
% of All Funds
2.3%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.21%
New
17
Increased
39
Reduced
20
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
FWP
51
FAS Wealth Partners
Kansas
$275K 4,951 +4,951 New
SGCA
52
Steel Grove Capital Advisors
Tennessee
$266K 4,792 +34 +0.7%
PMG
53
ProVise Management Group
Florida
$257K 4,622 +4,622 New
Bank of America
54
Bank of America
North Carolina
$255K 4,588 -581 -11%
Royal Bank of Canada
55
Royal Bank of Canada
Ontario, Canada
$234K 4,211 -5,274 -56%
FAAS
56
First Allied Advisory Services
California
$228K 4,111 +4,111 New
Morgan Stanley
57
Morgan Stanley
New York
$144K 2,599 -670 -20%
AIS
58
Accurate Investment Solutions
Pennsylvania
$138K 2,477 +2,477 New
CWM
59
Concert Wealth Management
California
$123K 2,202 +2,202 New
Bank of Montreal
60
Bank of Montreal
Ontario, Canada
$101K 1,809 +964 +114%
PSUF
61
People's United Financial
Connecticut
$94K 1,699 +105 +7%
ASN
62
Advisory Services Network
Georgia
$94K 1,693 +1,337 +376%
AP
63
Atwood & Palmer
Missouri
$87K 1,564
MFS
64
MSI Financial Services
Massachusetts
$66K 1,194 -313 -21%
ACM
65
Argentus Capital Management
Texas
$55K 993 +993 New
VIA
66
Vantage Investment Advisors
Pennsylvania
$39K 698 +206 +42%
BlackRock
67
BlackRock
New York
$29K 517 +2 +0.4%
PG
68
Patten Group
Tennessee
$27.3K 494 +7 +1%
GWM
69
Geneos Wealth Management
Colorado
$22K 400 -349 -47%
PAI
70
Pittenger & Anderson Inc
Nebraska
$18K 320
Creative Planning
71
Creative Planning
Kansas
$17K 303 +198 +189%
WOC
72
West Oak Capital
California
$16.7K 300
CDIA
73
Capital Directions Investment Advisors
Georgia
$16K 293
IA
74
IFP Advisors
Florida
$16K 290
BBPWM
75
Blue Bell Private Wealth Management
Pennsylvania
$12K 202 -31 -13%