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Schwab Intermediately-Term US Treasury ETF

84 hedge funds and large institutions have $414M invested in Schwab Intermediately-Term US Treasury ETF in 2016 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 43 increasing their positions, 20 reducing their positions, and 13 closing their positions.

Holders
84
Holders Change
-2
Holders Change %
-2.33%
% of All Funds
2.1%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.2%
New
12
Increased
43
Reduced
20
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
OC
51
Oarsman Capital
Wisconsin
$348K 6,520 +900 +16%
AMG
52
Asset Management Group
Connecticut
$338K 6,329 +1,067 +20%
Envestnet Asset Management
53
Envestnet Asset Management
Illinois
$319K 5,957 -2,172 -27%
RCA
54
Rowland Carmichael Advisors
Arizona
$313K 5,870 -899 -13%
Citadel Advisors
55
Citadel Advisors
Florida
$300K 5,618 -1,511 -21%
SGCA
56
Steel Grove Capital Advisors
Tennessee
$273K 5,117 +325 +7%
HighTower Advisors
57
HighTower Advisors
Illinois
$272K 5,099 -195 -4%
SJIM
58
St. Johns Investment Management
Florida
$261K 4,900 +4,900 New
WP
59
WealthSource Partners
California
$249K 4,669 +4,669 New
AFS
60
Access Financial Services
Minnesota
$206K 3,865 +3,865 New
AA
61
Apriem Advisors
California
$129K 2,415 -232,928 -99%
PSUF
62
People's United Financial
Connecticut
$91K 1,703 +4 +0.2%
AP
63
Atwood & Palmer
Missouri
$83K 1,564
Morgan Stanley
64
Morgan Stanley
New York
$72K 1,348 -1,251 -48%
UBS AM
65
UBS AM
Illinois
$64K 1,197 +1,197 New
UBS Group
66
UBS Group
Switzerland
$53K 988 +935 +1,764%
MFS
67
MSI Financial Services
Massachusetts
$46K 861 -333 -28%
VIA
68
Vantage Investment Advisors
Pennsylvania
$37K 694 -4 -0.6%
PA
69
Parallel Advisors
California
$35K 659 +659 New
BlackRock
70
BlackRock
New York
$28K 518 +1 +0.2%
PG
71
Patten Group
Tennessee
$27K 503 +9 +2%
IA
72
IFP Advisors
Florida
$24K 441 +151 +52%
GWM
73
Geneos Wealth Management
Colorado
$21K 400
CDIA
74
Capital Directions Investment Advisors
Georgia
$16K 293
AG
75
Advisor Group
Arizona
$15K 286 +286 New