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Schwab Intermediately-Term US Treasury ETF

133 hedge funds and large institutions have $910M invested in Schwab Intermediately-Term US Treasury ETF in 2018 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 55 increasing their positions, 39 reducing their positions, and 13 closing their positions.

Holders
133
Holders Change
+6
Holders Change %
+4.72%
% of All Funds
3.05%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.21%
New
19
Increased
55
Reduced
39
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
IA
76
IFP Advisors
Florida
$448K
VCM
77
Versant Capital Management
Arizona
$425K +$1.1K +42 +0.3%
LTFS
78
Ladenburg Thalmann Financial Services
Florida
$382K +$12.8K +488 +3%
CPO
79
Cerity Partners OCIO
New York
$369K +$369K +14,016 New
SFG
80
StrategIQ Financial Group
Indiana
$337K
CW
81
CreativeOne Wealth
Kansas
$320K +$320K +12,202 New
Creative Planning
82
Creative Planning
Kansas
$319K -$50.8K -1,930 -14%
JFG
83
JMG Financial Group
Illinois
$319K +$45.3K +1,724 +17%
TCM
84
Twele Capital Management
Minnesota
$310K -$19.2K -730 -6%
SGCA
85
Steel Grove Capital Advisors
Tennessee
$269K
VA
86
Valmark Advisers
Ohio
$269K +$269K +10,224 New
BWP
87
BSW Wealth Partners
Colorado
$262K +$1.16K +44 +0.4%
SPI
88
Santori & Peters Inc
Pennsylvania
$237K -$71.8K -2,736 -23%
DP
89
Denver PWM
Colorado
$237K +$237K +9,134 New
GC
90
Garde Capital
Washington
$233K -$132K -5,026 -36%
AFP
91
Ausdal Financial Partners
Iowa
$214K -$1.69K -64 -0.8%
HighTower Advisors
92
HighTower Advisors
Illinois
$205K -$465K -17,700 -69%
LFG
93
Larson Financial Group
Missouri
$203K -$221K -8,432 -52%
RCA
94
Rowland Carmichael Advisors
Arizona
$188K -$44.9K -1,712 -19%
AA
95
Advisory Alpha
Michigan
$169K +$169K +6,528 New
OIA
96
Optimum Investment Advisors
Illinois
$158K -$215K -8,154 -58%
BFEC
97
Benjamin F. Edwards & Company
Missouri
$138K +$28.5K +1,084 +26%
AWA
98
Acorn Wealth Advisors
Michigan
$132K +$417 +16 +0.3%
AG
99
Advisor Group
Arizona
$130K +$12K +454 +10%
WCM
100
Wealthcare Capital Management
Virginia
$101K