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Schwab Intermediately-Term US Treasury ETF

170 hedge funds and large institutions have $2.8B invested in Schwab Intermediately-Term US Treasury ETF in 2018 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 56 increasing their positions, 45 reducing their positions, and 21 closing their positions.

Holders
170
Holders Change
+24
Holders Change %
+16.44%
% of All Funds
3.79%
Holding in Top 10
15
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+50%
% of All Funds
0.33%
New
47
Increased
56
Reduced
45
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SP
76
Successful Portfolios
Florida
$901K -$322K -12,146 -26%
WP
77
WealthSource Partners
California
$865K +$33.8K +1,278 +4%
RJFSA
78
Raymond James Financial Services Advisors
Florida
$847K +$18.4K +694 +2%
FI
79
FormulaFolio Investments
Michigan
$814K
HI
80
Human Investing
Oregon
$779K +$779K +29,430 New
AIP
81
Almanack Investment Partners
Pennsylvania
$774K +$774K +29,236 New
SFS
82
Sowell Financial Services
Arkansas
$759K +$759K +28,658 New
OCG
83
Opus Capital Group
Ohio
$743K +$441K +16,660 +146%
REMPR
84
Roof Eidam Maycock Peralta (REMP)
California
$728K -$1.29M -48,654 -64%
SF
85
Synovus Financial
Georgia
$679K
MCM
86
Mainstay Capital Management
Michigan
$671K -$37.9K -1,432 -5%
CHP
87
Cable Hill Partners
Oregon
$669K +$669K +25,254 New
AMG
88
Asset Management Group
Connecticut
$637K -$10.8K -408 -2%
MPWT
89
MassMutual Private Wealth & Trust
Connecticut
$605K +$605K +22,850 New
NCM
90
Northwest Capital Management
Oregon
$583K +$583K +22,008 New
SBA
91
Secrest Blakey & Associates
North Carolina
$549K -$3.02K -114 -0.5%
IA
92
IFP Advisors
Florida
$514K -$17.3K -656 -3%
AWA
93
Arete Wealth Advisors
Illinois
$512K +$512K +19,344 New
LYV
94
Live Your Vision
Pennsylvania
$478K +$107K +4,042 +29%
VA
95
Valmark Advisers
Ohio
$429K +$3.17K +120 +0.7%
SBH
96
Segall Bryant & Hamill
Illinois
$425K
Morgan Stanley
97
Morgan Stanley
New York
$420K +$10.8K +408 +3%
JFG
98
JMG Financial Group
Illinois
$403K +$56.5K +2,136 +16%
IWM
99
IHT Wealth Management
Illinois
$387K +$30.4K +1,148 +9%
FWP
100
FAS Wealth Partners
Kansas
$376K -$218K -8,228 -37%