SCHR icon

Schwab Intermediately-Term US Treasury ETF

210 hedge funds and large institutions have $3.73B invested in Schwab Intermediately-Term US Treasury ETF in 2019 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 83 increasing their positions, 59 reducing their positions, and 26 closing their positions.

Holders
210
Holders Change
+8
Holders Change %
+3.96%
% of All Funds
4.61%
Holding in Top 10
19
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.76%
% of All Funds
0.42%
New
36
Increased
83
Reduced
59
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
OCG
76
Opus Capital Group
Ohio
$1.67M +$12.1K +434 +0.7%
SAM
77
SignalPoint Asset Management
Missouri
$1.64M -$200K -7,210 -11%
UCFA
78
United Capital Financial Advisors
Texas
$1.59M -$5.67K -204 -0.4%
Morgan Stanley
79
Morgan Stanley
New York
$1.56M +$1.18M +42,338 +309%
CA
80
Cambridge Associates
Massachusetts
$1.56M +$1.56M +55,966 New
RF
81
RHS Financial
California
$1.55M -$264K -9,508 -15%
REMPR
82
Roof Eidam Maycock Peralta (REMP)
California
$1.52M -$64.5K -2,322 -4%
MA
83
MCF Advisors
Kentucky
$1.48M -$34.7K -1,248 -2%
FTUS
84
Flow Traders U.S.
New York
$1.43M +$308K +11,078 +27%
SWM
85
SVA Wealth Management
Wisconsin
$1.41M -$17.8K -640 -1%
PIMG
86
Patriot Investment Management Group
Tennessee
$1.4M +$14.8K +530 +1%
SIC
87
Salem Investment Counselors
North Carolina
$1.38M +$36.9K +1,330 +3%
SFS
88
Sowell Financial Services
Arkansas
$1.38M +$1.38M +49,542 New
FWP
89
FAS Wealth Partners
Kansas
$1.26M +$39.9K +1,436 +3%
Janney Montgomery Scott
90
Janney Montgomery Scott
Pennsylvania
$1.25M +$415K +14,940 +50%
MG
91
Mather Group
Illinois
$1.25M +$1.25M +44,866 New
PP
92
PrairieView Partners
Minnesota
$1.22M -$28.8K -1,036 -2%
Citadel Advisors
93
Citadel Advisors
Florida
$1.16M -$838K -30,182 -42%
WIC
94
Whitegate Investment Counselors
New Hampshire
$1.12M
LTFS
95
Ladenburg Thalmann Financial Services
Florida
$1.12M +$374K +13,448 +50%
ATI
96
Act Two Investors
California
$1.08M
VCP
97
Vista Capital Partners
Oregon
$1.06M -$45.9K -1,654 -4%
FA
98
Fagan Associates
New York
$1M -$3.22K -116 -0.3%
MPWT
99
MassMutual Private Wealth & Trust
Connecticut
$938K +$114K +4,120 +14%
SLWS
100
Swaine & Leidel Wealth Services
Florida
$910K -$142K -5,116 -14%