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Schwab Intermediately-Term US Treasury ETF

138 hedge funds and large institutions have $2.32B invested in Schwab Intermediately-Term US Treasury ETF in 2018 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 64 increasing their positions, 34 reducing their positions, and 15 closing their positions.

Holders
138
Holders Change
+5
Holders Change %
+3.76%
% of All Funds
3.16%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.25%
New
22
Increased
64
Reduced
34
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
VCP
51
Vista Capital Partners
Oregon
$1.16M +$7.69K +294 +0.7%
SP
52
Successful Portfolios
Florida
$1.15M +$180K +6,874 +19%
BSW
53
Buckingham Strategic Wealth
Missouri
$1.1M -$12.3K -470 -1%
PWM
54
Perigon Wealth Management
California
$1.03M +$977K +37,346 +1,745%
VF
55
Virtu Financial
New York
$990K +$990K +37,846 New
Citadel Advisors
56
Citadel Advisors
Florida
$928K +$928K +35,464 New
Financial Engines Advisors
57
Financial Engines Advisors
California
$883K +$315K +12,052 +56%
FA
58
Fagan Associates
New York
$837K +$14.2K +544 +2%
AI
59
Atria Investments
North Carolina
$832K -$10K -382 -1%
FI
60
FormulaFolio Investments
Michigan
$807K +$105K +4,008 +15%
WP
61
WealthSource Partners
California
$799K -$312K -11,910 -28%
LPL Financial
62
LPL Financial
California
$795K -$114K -4,358 -13%
RJFSA
63
Raymond James Financial Services Advisors
Florida
$779K -$22.9K -876 -3%
TIM
64
Tortoise Investment Management
New York
$762K +$63K +2,408 +9%
MCM
65
Mainstay Capital Management
Michigan
$713K +$88.7K +3,394 +14%
DAS
66
Dynamic Advisor Solutions
Arizona
$688K +$73K +2,794 +12%
SF
67
Synovus Financial
Georgia
$671K
CAPTRUST Financial Advisors
68
CAPTRUST Financial Advisors
North Carolina
$669K +$38.9K +1,486 +6%
LA
69
LVW Advisors
New York
$652K +$652K +24,906 New
Commonwealth Equity Services
70
Commonwealth Equity Services
Massachusetts
$643K +$47K +1,794 +8%
AMG
71
Asset Management Group
Connecticut
$637K +$2.67K +102 +0.4%
CW
72
CreativeOne Wealth
Kansas
$626K +$307K +11,740 +96%
FWP
73
FAS Wealth Partners
Kansas
$584K +$115K +4,378 +24%
ACG
74
Allen Capital Group
Nebraska
$580K -$2.84M -108,434 -83%
SBA
75
Secrest Blakey & Associates
North Carolina
$550K -$26.9K -1,028 -5%