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Schwab Intermediately-Term US Treasury ETF

293 hedge funds and large institutions have $2.82B invested in Schwab Intermediately-Term US Treasury ETF in 2020 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 113 increasing their positions, 81 reducing their positions, and 20 closing their positions.

Holders
293
Holders Change
+32
Holders Change %
+12.26%
% of All Funds
5.2%
Holding in Top 10
23
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+35.29%
% of All Funds
0.41%
New
54
Increased
113
Reduced
81
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SCM
51
Seascape Capital Management
New Hampshire
$5.5M -$173K -5,950 -3%
FIM
52
Freedom Investment Management
Connecticut
$5.32M -$180K -6,190 -3%
CA
53
Cetera Advisors
Colorado
$5.3M -$228K -7,822 -4%
Renaissance Technologies
54
Renaissance Technologies
New York
$5.29M +$512K +17,600 +11%
RWM
55
RKL Wealth Management
Pennsylvania
$4.84M -$20.8K -714 -0.4%
RF
56
RHS Financial
California
$4.63M +$264K +9,052 +6%
FNT
57
First National Trust
Pennsylvania
$4.57M -$62K -2,130 -1%
OPWM
58
Oakwell Private Wealth Management
Texas
$4.5M +$4.5M +154,526 New
GGS
59
Galvin Gaustad & Stein
Arizona
$4.41M +$4.41M +151,470 New
DI
60
Diligent Investors
California
$4.02M +$38.1K +1,310 +1%
MFGM
61
Marshall Financial Group (Maryland)
Maryland
$3.84M +$3.84M +131,744 New
CCA
62
Cobblestone Capital Advisors
New York
$3.83M +$1.26M +43,292 +49%
SWM
63
SeaCrest Wealth Management
New York
$3.77M +$56.9K +1,954 +2%
SWA
64
SFMG Wealth Advisors
Texas
$3.72M -$2.71M -93,126 -42%
CCP
65
Cardan Capital Partners
Colorado
$3.72M +$169K +5,796 +5%
Mercer Global Advisors
66
Mercer Global Advisors
Colorado
$3.62M +$38.5K +1,322 +1%
KFS
67
Kaizen Financial Strategies
California
$3.52M +$3.52M +121,056 New
WCM
68
Washburn Capital Management
Florida
$3.5M +$765K +26,286 +28%
Osaic Holdings
69
Osaic Holdings
Arizona
$3.2M +$12.6K +432 +0.4%
UBS Group
70
UBS Group
Switzerland
$3.17M -$211K -7,238 -6%
LPL Financial
71
LPL Financial
California
$3.16M +$548K +18,832 +21%
WCFA
72
Walkner Condon Financial Advisors
Wisconsin
$3.14M +$1.18M +40,650 +61%
TW
73
TrinityPoint Wealth
Connecticut
$3.12M -$20.7K -712 -0.7%
CST
74
Charles Schwab Trust
Nevada
$3.11M -$444K -15,236 -12%
IFS
75
Ifrah Financial Services
Arkansas
$3.08M +$14.4K +496 +0.5%