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Schwab Intermediately-Term US Treasury ETF

261 hedge funds and large institutions have $2.08B invested in Schwab Intermediately-Term US Treasury ETF in 2020 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 117 increasing their positions, 65 reducing their positions, and 20 closing their positions.

Holders
261
Holders Change
+5
Holders Change %
+1.95%
% of All Funds
5.28%
Holding in Top 10
17
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.34%
New
27
Increased
117
Reduced
65
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
RWM
51
RKL Wealth Management
Pennsylvania
$4.9M +$129K +4,404 +3%
Renaissance Technologies
52
Renaissance Technologies
New York
$4.82M +$863K +29,400 +22%
FNT
53
First National Trust
Pennsylvania
$4.67M +$475K +16,198 +11%
RF
54
RHS Financial
California
$4.4M +$386K +13,142 +10%
RRC
55
Relaxing Retirement Coach
Massachusetts
$4.38M +$754K +25,682 +21%
DI
56
Diligent Investors
California
$4.02M -$37.9K -1,290 -0.9%
Deutsche Bank
57
Deutsche Bank
Germany
$3.82M -$189K -6,444 -5%
SWM
58
SeaCrest Wealth Management
New York
$3.75M -$95.9K -3,268 -2%
Mercer Global Advisors
59
Mercer Global Advisors
Colorado
$3.61M +$9.62K +328 +0.3%
CST
60
Charles Schwab Trust
Nevada
$3.59M +$64.2K +2,188 +2%
CCP
61
Cardan Capital Partners
Colorado
$3.58M +$123K +4,194 +4%
CW
62
CreativeOne Wealth
Kansas
$3.51M +$767K +26,138 +28%
UBS Group
63
UBS Group
Switzerland
$3.41M +$70.9K +2,418 +2%
Osaic Holdings
64
Osaic Holdings
Arizona
$3.21M -$240K -8,192 -7%
TW
65
TrinityPoint Wealth
Connecticut
$3.17M +$173K +5,908 +6%
IFS
66
Ifrah Financial Services
Arkansas
$3.09M +$9.86K +336 +0.3%
DBRC
67
D.B. Root & Company
Pennsylvania
$3.02M +$590K +20,126 +24%
JWS
68
Juncture Wealth Strategies
Arizona
$3.01M +$223K +7,598 +8%
WCM
69
Washburn Capital Management
Florida
$2.76M +$686K +23,380 +33%
AHSSHC
70
Adventist Health System Sunbelt Healthcare Corp
Florida
$2.63M +$109K +3,714 +4%
LPL Financial
71
LPL Financial
California
$2.63M +$293K +9,994 +13%
CCA
72
Cobblestone Capital Advisors
New York
$2.59M +$525K +17,878 +25%
Janney Montgomery Scott
73
Janney Montgomery Scott
Pennsylvania
$2.54M +$553K +18,830 +28%
SAM
74
SignalPoint Asset Management
Missouri
$2.26M -$228K -7,774 -9%
ISWM
75
Independent Solutions Wealth Management
New York
$2.26M -$371K -12,654 -14%