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Schwab Intermediately-Term US Treasury ETF

170 hedge funds and large institutions have $2.8B invested in Schwab Intermediately-Term US Treasury ETF in 2018 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 56 increasing their positions, 45 reducing their positions, and 21 closing their positions.

Holders
170
Holders Change
+24
Holders Change %
+16.44%
% of All Funds
3.79%
Holding in Top 10
15
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+50%
% of All Funds
0.33%
New
47
Increased
56
Reduced
45
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
I
51
INVST
Indiana
$1.94M -$49.3K -1,862 -2%
UCFA
52
United Capital Financial Advisors
Texas
$1.89M +$61.1K +2,306 +3%
UBS Group
53
UBS Group
Switzerland
$1.87M -$1.55M -58,388 -45%
TCM
54
Tran Capital Management
California
$1.81M +$1.81M +68,510 New
SC
55
Slow Capital
California
$1.76M -$22.7K -858 -1%
WA
56
Waverly Advisors
Alabama
$1.68M -$92.1K -3,480 -5%
SAM
57
SignalPoint Asset Management
Missouri
$1.6M +$17.8K +674 +1%
GVAG
58
Great Valley Advisor Group
Delaware
$1.41M +$1.41M +8,286 New
Bank of New York Mellon
59
Bank of New York Mellon
New York
$1.38M +$1.38M +51,978 New
FGC
60
Financial Gravity Companies
Texas
$1.35M +$1.35M +51,200 New
LPL Financial
61
LPL Financial
California
$1.27M +$591K +22,302 +86%
WCF
62
West Coast Financial
California
$1.26M +$246K +9,292 +24%
Bank of Montreal
63
Bank of Montreal
Ontario, Canada
$1.19M -$92.9K -3,508 -7%
VCP
64
Vista Capital Partners
Oregon
$1.11M -$70.1K -2,648 -6%
WIC
65
Whitegate Investment Counselors
New Hampshire
$1.1M -$328K -12,400 -23%
AI
66
Atria Investments
North Carolina
$1.1M -$19K -718 -2%
Lido Advisors
67
Lido Advisors
California
$1.08M +$1.08M +40,910 New
CW
68
CreativeOne Wealth
Kansas
$1.07M +$53.3K +2,014 +5%
Wolverine Trading
69
Wolverine Trading
Illinois
$1.05M -$1.5M -56,724 -59%
BSW
70
Buckingham Strategic Wealth
Missouri
$1M -$42.2K -1,594 -4%
TIM
71
Tortoise Investment Management
New York
$988K +$248K +9,376 +34%
LA
72
LVW Advisors
New York
$981K +$160K +6,060 +20%
FA
73
Fagan Associates
New York
$932K +$61.5K +2,324 +7%
SA
74
Strategic Advisors
New York
$928K +$928K +35,042 New
Ameriprise
75
Ameriprise
Minnesota
$920K +$683K +25,796 +288%