SCHR icon

Schwab Intermediately-Term US Treasury ETF

138 hedge funds and large institutions have $2.32B invested in Schwab Intermediately-Term US Treasury ETF in 2018 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 64 increasing their positions, 34 reducing their positions, and 15 closing their positions.

Holders
138
Holders Change
+5
Holders Change %
+3.76%
% of All Funds
3.16%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.25%
New
22
Increased
64
Reduced
34
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Renaissance Technologies
76
Renaissance Technologies
New York
$537K +$537K +20,542 New
VCM
77
Vision Capital Management
Oregon
$528K +$31.7K +1,210 +6%
IA
78
IFP Advisors
Florida
$456K +$16.7K +638 +4%
WCF
79
West Coast Financial
California
$431K +$431K +16,464 New
VCM
80
Versant Capital Management
Arizona
$423K
VA
81
Valmark Advisers
Ohio
$389K +$122K +4,648 +45%
LTFS
82
Ladenburg Thalmann Financial Services
Florida
$382K
Creative Planning
83
Creative Planning
Kansas
$380K +$62.6K +2,394 +20%
RI
84
Ridgewood Investments
New Jersey
$345K +$345K +13,194 New
SFG
85
StrategIQ Financial Group
Indiana
$333K -$1.78K -68 -0.5%
JFG
86
JMG Financial Group
Illinois
$318K
TCM
87
Twele Capital Management
Minnesota
$310K +$1.2K +46 +0.4%
LYV
88
Live Your Vision
Pennsylvania
$276K -$760K -29,156 -73%
BWP
89
BSW Wealth Partners
Colorado
$263K +$1.99K +76 +0.8%
SGCA
90
Steel Grove Capital Advisors
Tennessee
$253K -$14.7K -562 -5%
IWM
91
IHT Wealth Management
Illinois
$233K +$233K +8,902 New
GC
92
Garde Capital
Washington
$232K
AFP
93
Ausdal Financial Partners
Iowa
$213K +$418 +16 +0.2%
Morgan Stanley
94
Morgan Stanley
New York
$211K +$206K +7,846 +4,044%
BFEC
95
Benjamin F. Edwards & Company
Missouri
$168K +$30.1K +1,146 +22%
OIA
96
Optimum Investment Advisors
Illinois
$157K
RCA
97
Rowland Carmichael Advisors
Arizona
$153K -$33.9K -1,300 -18%
AWA
98
Acorn Wealth Advisors
Michigan
$132K +$260 +10 +0.2%
AG
99
Advisor Group
Arizona
$123K -$6.57K -250 -5%
SFSIG
100
San Francisco Sentry Investment Group
California
$99K