SCHR icon

Schwab Intermediately-Term US Treasury ETF

318 hedge funds and large institutions have $3.41B invested in Schwab Intermediately-Term US Treasury ETF in 2022 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 114 increasing their positions, 105 reducing their positions, and 38 closing their positions.

Holders
318
Holders Change
+4
Holders Change %
+1.27%
% of All Funds
5.03%
Holding in Top 10
20
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.26%
% of All Funds
0.32%
New
47
Increased
114
Reduced
105
Closed
38
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
DF
51
Donoghue Forlines
Massachusetts
$6.96M 130,720 +130,720 New
Cambridge Investment Research Advisors
52
Cambridge Investment Research Advisors
Iowa
$6.69M 125,661 +41,851 +50%
FCA
53
FLC Capital Advisors
California
$6.36M 119,443 +100,060 +516%
OPWM
54
Oakwell Private Wealth Management
Texas
$6.12M 114,867 -1,357 -1%
BCI
55
Brinker Capital Investments
Pennsylvania
$6.1M 114,583 +114,583 New
OCG
56
Opus Capital Group
Ohio
$6.01M 112,820 +65,426 +138%
CA
57
Cetera Advisors
Colorado
$5.98M 112,337 +2,300 +2%
LPL Financial
58
LPL Financial
California
$5.84M 109,666 +8,595 +9%
WWM
59
WT Wealth Management
Arizona
$5.75M 108,035 +24,348 +29%
SIM
60
Sterling Investment Management
Arizona
$5.6M 105,187 -1,828 -2%
BSB
61
Bangor Savings Bank
Maine
$5.53M 103,773 -12,894 -11%
Bank of Montreal
62
Bank of Montreal
Ontario, Canada
$5.44M 102,459 -289,747 -74%
AWM
63
AE Wealth Management
Kansas
$5.42M 101,831 +68,092 +202%
Wells Fargo
64
Wells Fargo
California
$5.25M 98,661 -2,912 -3%
SWM
65
Spire Wealth Management
Virginia
$5.16M 96,883 -470 -0.5%
MFT
66
Moisand Fitzgerald Tamayo
Florida
$5.12M 96,148 -47,489 -33%
CWP
67
Concord Wealth Partners
Virginia
$4.89M 91,850 -105,562 -53%
DI
68
Diligent Investors
California
$4.63M 86,906 -10,639 -11%
PAS
69
Park Avenue Securities
New York
$4.56M 85,578 +36,972 +76%
RWM
70
RKL Wealth Management
Pennsylvania
$4.43M 83,269 -1,505 -2%
FIM
71
Freedom Investment Management
Connecticut
$4.41M 82,745 +830 +1%
FNT
72
First National Trust
Pennsylvania
$4.38M 82,306 +11,273 +16%
PCM
73
Passive Capital Management
Maryland
$4.17M 78,354 +26,827 +52%
HI
74
Hendershot Investments
Virginia
$3.91M 73,352 +8,188 +13%
CA
75
Cambridge Associates
Massachusetts
$3.73M 69,968 +178 +0.3%