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Schwab Intermediately-Term US Treasury ETF

97 hedge funds and large institutions have $476M invested in Schwab Intermediately-Term US Treasury ETF in 2017 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 38 increasing their positions, 27 reducing their positions, and 5 closing their positions.

Holders
97
Holders Change
+13
Holders Change %
+15.48%
% of All Funds
2.42%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.17%
New
19
Increased
38
Reduced
27
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PA
76
Parallel Advisors
California
$42K +$6.88K +258 +20%
AA
77
Advisory Alpha
Michigan
$40K +$40K +1,506 New
ADL
78
Asset Dedication LLC
California
$34K -$1.32M -48,842 -97%
VIA
79
Vantage Investment Advisors
Pennsylvania
$32K -$5.51K -204 -15%
PNC Financial Services Group
80
PNC Financial Services Group
Pennsylvania
$29K +$29K +1,072 New
BlackRock
81
BlackRock
New York
$28K +$108 +4 +0.4%
PG
82
Patten Group
Tennessee
$27K
GWM
83
Geneos Wealth Management
Colorado
$21K
SQA
84
Simon Quick Advisors
New Jersey
$20K +$20K +752 New
CDIA
85
Capital Directions Investment Advisors
Georgia
$16K
Citigroup
86
Citigroup
New York
$16K +$16K +600 New
BBPWM
87
Blue Bell Private Wealth Management
Pennsylvania
$11K
PAI
88
Pittenger & Anderson Inc
Nebraska
$9K -$5.46K -200 -38%
MWM
89
MinichMacGregor Wealth Management
New York
$7K
SEI Investments
90
SEI Investments
Pennsylvania
$6K +$6K +240 New
JPMorgan Chase & Co
91
JPMorgan Chase & Co
New York
$4K +$4K +144 New
SWA
92
Sutton Wealth Advisors
Florida
$3K
TFA
93
Transamerica Financial Advisors
Florida
$1K
TCM
94
Tradewinds Capital Management
Washington
$1K
SWA
95
SFMG Wealth Advisors
Texas
-$14.5M -542,814 Closed
AFS
96
Access Financial Services
Minnesota
-$206K -7,730 Closed
UBS AM
97
UBS AM
Illinois
-$64K -2,394 Closed
AG
98
Advisor Group
Arizona
-$15K -572 Closed
ACM
99
Armbruster Capital Management
New York
-$5K -180 Closed