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Schwab Intermediately-Term US Treasury ETF

103 hedge funds and large institutions have $542M invested in Schwab Intermediately-Term US Treasury ETF in 2017 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 43 increasing their positions, 25 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
103
Holders Change
+6
Holders Change %
+6.19%
% of All Funds
2.57%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.17%
New
16
Increased
43
Reduced
25
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
UBS Group
76
UBS Group
Switzerland
$76K -$104K -3,822 -58%
ASN
77
Advisory Services Network
Georgia
$75K -$4.86K -180 -6%
Morgan Stanley
78
Morgan Stanley
New York
$73K +$699 +26 +1%
IA
79
IFP Advisors
Florida
$66K +$4.59K +170 +7%
OIA
80
OneDigital Investment Advisors
Kansas
$63K +$63K +2,340 New
NSB
81
Norway Savings Bank
Maine
$61K +$61K +2,264 New
PA
82
Parallel Advisors
California
$43K
ADL
83
Asset Dedication LLC
California
$34K
VIA
84
Vantage Investment Advisors
Pennsylvania
$32K
BlackRock
85
BlackRock
New York
$28K +$107 +4 +0.4%
SQA
86
Simon Quick Advisors
New Jersey
$24K +$3.63K +134 +18%
GWM
87
Geneos Wealth Management
Colorado
$21K
CDIA
88
Capital Directions Investment Advisors
Georgia
$16K
BBPWM
89
Blue Bell Private Wealth Management
Pennsylvania
$11K
PAI
90
Pittenger & Anderson Inc
Nebraska
$9K
MWM
91
MinichMacGregor Wealth Management
New York
$7K
SEI Investments
92
SEI Investments
Pennsylvania
$4K -$2.86K -100 -42%
SWA
93
Sutton Wealth Advisors
Florida
$3.02K
TWA
94
TCI Wealth Advisors
Arizona
$3K +$3K +120 New
AA
95
Advisory Alpha
Michigan
$2K -$46.6K -1,444 -96%
NIC
96
Northwest Investment Counselors
Oregon
$2K +$2K +80 New
TFA
97
Transamerica Financial Advisors
Florida
$1K
GI
98
Gradient Investments
Minnesota
$1K +$1K +28 New
SIC
99
Salem Investment Counselors
North Carolina
-$731K -27,190 Closed
Wolverine Trading
100
Wolverine Trading
Illinois
-$289K -10,792 Closed