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Schwab Intermediately-Term US Treasury ETF

330 hedge funds and large institutions have $7.08B invested in Schwab Intermediately-Term US Treasury ETF in 2022 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 111 increasing their positions, 121 reducing their positions, and 34 closing their positions.

Holders
330
Holders Change
+10
Holders Change %
+3.13%
% of All Funds
5.71%
Holding in Top 10
26
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8.33%
% of All Funds
0.45%
New
46
Increased
111
Reduced
121
Closed
34
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
FC
51
Financial Consulate
Maryland
$7.88M +$334K +13,604 +4%
QCMNJ
52
Quantum Capital Management (New Jersey)
New Jersey
$7.47M -$29.4K -1,196 -0.4%
MBFW
53
Morton Brown Family Wealth
Pennsylvania
$6.99M -$116K -4,728 -2%
SCM
54
Seascape Capital Management
New Hampshire
$6.94M -$246K -9,992 -3%
DC
55
Davenport & Co
Virginia
$6.77M -$853K -34,708 -11%
HGWM
56
Harvest Group Wealth Management
Massachusetts
$6.68M +$144K +5,964 +2%
ML
57
McAdam LLC
Pennsylvania
$6.61M -$257K -10,456 -4%
PWM
58
Perigon Wealth Management
California
$6.57M +$5.94M +241,806 +939%
OCG
59
Opus Capital Group
Ohio
$6.48M +$82.3K +3,350 +1%
DF
60
Donoghue Forlines
Massachusetts
$5.94M +$1.58M +64,400 +36%
WA
61
WBH Advisory
Maryland
$5.73M -$2.31M -94,004 -29%
FNT
62
First National Trust
Pennsylvania
$5.73M +$579K +23,550 +11%
AA
63
Advisory Alpha
Michigan
$5.64M -$578K -23,534 -9%
IWC
64
Integrated Wealth Concepts
Massachusetts
$5.61M +$3.75M +152,762 +202%
Cambridge Investment Research Advisors
65
Cambridge Investment Research Advisors
Iowa
$5.43M -$208K -8,466 -4%
CA
66
Cetera Advisors
Colorado
$5.43M +$192K +7,796 +4%
OPWM
67
Oakwell Private Wealth Management
Texas
$5.34M -$110K -4,458 -2%
CFGS
68
Concourse Financial Group Securities
Alabama
$5.22M +$1.14M +46,322 +28%
BSW
69
Buckingham Strategic Wealth
Missouri
$4.69M -$2.23M -90,914 -32%
PCM
70
Passive Capital Management
Maryland
$4.42M -$150K -6,090 -3%
SWM
71
SeaCrest Wealth Management
New York
$4.31M +$1.28M +52,278 +42%
IA
72
Inspire Advisors
Idaho
$4.08M +$4.08M +165,846 New
Janney Montgomery Scott
73
Janney Montgomery Scott
Pennsylvania
$4.06M +$820K +33,384 +25%
HI
74
Hendershot Investments
Virginia
$4.05M +$254K +10,320 +7%
NCM
75
Northwest Capital Management
Oregon
$4.03M +$754K +30,704 +23%