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Schwab Intermediately-Term US Treasury ETF

133 hedge funds and large institutions have $910M invested in Schwab Intermediately-Term US Treasury ETF in 2018 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 55 increasing their positions, 39 reducing their positions, and 13 closing their positions.

Holders
133
Holders Change
+6
Holders Change %
+4.72%
% of All Funds
3.05%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.21%
New
19
Increased
55
Reduced
39
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
FGC
51
Financial Gravity Companies
Texas
$1.18M +$220K +8,466 +23%
FGAM
52
Financial Gravity Asset Management
Texas
$1.18M +$1.18M +45,438 New
VCP
53
Vista Capital Partners
Oregon
$1.16M -$23.7K -902 -2%
BSW
54
Buckingham Strategic Wealth
Missouri
$1.12M +$46.6K +1,770 +4%
WP
55
WealthSource Partners
California
$1.12M +$184K +6,988 +20%
LYV
56
Live Your Vision
Pennsylvania
$1.03M +$60.2K +2,314 +6%
SP
57
Successful Portfolios
Florida
$970K +$74K +2,812 +8%
LPL Financial
58
LPL Financial
California
$913K +$64.5K +2,452 +8%
AI
59
Atria Investments
North Carolina
$846K -$3.55M -134,784 -81%
RJFSA
60
Raymond James Financial Services Advisors
Florida
$806K -$8.15K -310 -1%
FI
61
FormulaFolio Investments
Michigan
$706K +$57.7K +2,192 +9%
TIM
62
Tortoise Investment Management
New York
$702K +$71K +2,700 +11%
Susquehanna International Group
63
Susquehanna International Group
Pennsylvania
$701K -$980K -37,266 -58%
SF
64
Synovus Financial
Georgia
$674K -$63.1K -2,400 -9%
DS
65
DRW Securities
Illinois
$662K +$662K +25,184 New
AMG
66
Asset Management Group
Connecticut
$637K +$2.79K +106 +0.4%
CAPTRUST Financial Advisors
67
CAPTRUST Financial Advisors
North Carolina
$634K -$223K -8,478 -26%
MCM
68
Mainstay Capital Management
Michigan
$627K +$66.8K +2,544 +12%
DAS
69
Dynamic Advisor Solutions
Arizona
$619K +$619K +23,524 New
Commonwealth Equity Services
70
Commonwealth Equity Services
Massachusetts
$598K +$101K +3,862 +20%
Royal Bank of Canada
71
Royal Bank of Canada
Ontario, Canada
$586K -$1.87M -70,912 -76%
SBA
72
Secrest Blakey & Associates
North Carolina
$580K -$20.4K -774 -3%
Financial Engines Advisors
73
Financial Engines Advisors
California
$571K +$123K +4,672 +27%
VCM
74
Vision Capital Management
Oregon
$498K +$498K +18,956 New
FWP
75
FAS Wealth Partners
Kansas
$472K -$701K -26,664 -60%