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Schwab Intermediately-Term US Treasury ETF

146 hedge funds and large institutions have $2.49B invested in Schwab Intermediately-Term US Treasury ETF in 2018 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 70 increasing their positions, 31 reducing their positions, and 17 closing their positions.

Holders
146
Holders Change
+8
Holders Change %
+5.8%
% of All Funds
3.34%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.23%
New
26
Increased
70
Reduced
31
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
FWP
76
FAS Wealth Partners
Kansas
$581K +$3.16K +122 +0.5%
SBA
77
Secrest Blakey & Associates
North Carolina
$540K -$4.71K -182 -0.9%
IA
78
IFP Advisors
Florida
$521K +$69K +2,664 +15%
OMC
79
Old Mission Capital
Illinois
$513K +$513K +19,800 New
TSS
80
Two Sigma Securities
New York
$490K +$490K +18,916 New
Creative Planning
81
Creative Planning
Kansas
$446K +$69.5K +2,680 +18%
VA
82
Valmark Advisers
Ohio
$417K +$31.9K +1,230 +8%
SBH
83
Segall Bryant & Hamill
Illinois
$416K +$416K +16,070 New
Morgan Stanley
84
Morgan Stanley
New York
$399K +$191K +7,390 +92%
HighTower Advisors
85
HighTower Advisors
Illinois
$388K +$388K +14,960 New
LYV
86
Live Your Vision
Pennsylvania
$363K +$89.2K +3,448 +33%
Comerica Bank
87
Comerica Bank
Texas
$356K +$356K +13,808 New
IWM
88
IHT Wealth Management
Illinois
$349K +$119K +4,580 +51%
RI
89
Ridgewood Investments
New Jersey
$347K +$5.18K +200 +2%
JFG
90
JMG Financial Group
Illinois
$339K +$24.8K +960 +8%
VCM
91
Versant Capital Management
Arizona
$338K -$80.1K -3,102 -19%
TCM
92
Twele Capital Management
Minnesota
$303K -$4.04K -156 -1%
OCG
93
Opus Capital Group
Ohio
$295K +$295K +11,400 New
GG
94
GenWealth Group
New Jersey
$274K +$274K +10,620 New
BWP
95
BSW Wealth Partners
Colorado
$262K +$1.97K +76 +0.8%
UAS
96
United Asset Strategies
New York
$260K +$260K +10,026 New
APG
97
Abacus Planning Group
South Carolina
$260K +$260K +10,054 New
SGCA
98
Steel Grove Capital Advisors
Tennessee
$250K
ACG
99
Allen Capital Group
Nebraska
$242K -$332K -12,816 -58%
PFA
100
Pathway Financial Advisors
Vermont
$238K +$238K +9,000 New