SCHR icon

Schwab Intermediately-Term US Treasury ETF

237 hedge funds and large institutions have $3.71B invested in Schwab Intermediately-Term US Treasury ETF in 2019 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 83 increasing their positions, 63 reducing their positions, and 28 closing their positions.

Holders
237
Holders Change
+27
Holders Change %
+12.86%
% of All Funds
4.68%
Holding in Top 10
17
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10.53%
% of All Funds
0.34%
New
58
Increased
83
Reduced
63
Closed
28
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PAG
76
Pinnacle Advisory Group
Maryland
$1.96M -$472K -17,172 -19%
WP
77
WealthSource Partners
California
$1.94M -$8.72M -317,564 -82%
SAM
78
SignalPoint Asset Management
Missouri
$1.86M +$233K +8,480 +14%
WCM
79
Wealthcare Capital Management
Virginia
$1.85M -$23.7K -862 -1%
IA
80
IndexIQ Advisors
New York
$1.85M -$8.35M -304,058 -82%
WA
81
Waverly Advisors
Alabama
$1.83M -$42.9K -1,542 -2%
Bank of Montreal
82
Bank of Montreal
Ontario, Canada
$1.82M +$45.3K +1,650 +3%
BIP
83
Blueprint Investment Partners
North Carolina
$1.74M +$1.74M +63,214 New
UCFA
84
United Capital Financial Advisors
Texas
$1.63M +$58.7K +2,136 +4%
RF
85
RHS Financial
California
$1.53M -$3.3K -120 -0.2%
REMPR
86
Roof Eidam Maycock Peralta (REMP)
California
$1.51M +$3.74K +136 +0.2%
MA
87
MCF Advisors
Kentucky
$1.45M -$14.9K -544 -1%
Bank of America
88
Bank of America
North Carolina
$1.43M -$452K -16,446 -24%
SWM
89
SVA Wealth Management
Wisconsin
$1.38M -$17.3K -630 -1%
PIMG
90
Patriot Investment Management Group
Tennessee
$1.38M +$1.65K +60 +0.1%
OIA
91
OneDigital Investment Advisors
Kansas
$1.37M +$1.37M +49,994 New
SFS
92
Sowell Financial Services
Arkansas
$1.37M +$4.01K +146 +0.3%
SIC
93
Salem Investment Counselors
North Carolina
$1.33M -$28.3K -1,030 -2%
FWP
94
FAS Wealth Partners
Kansas
$1.29M +$52.3K +1,904 +4%
TCM
95
Tradewinds Capital Management
Washington
$1.26M +$1.26M +45,904 New
Janney Montgomery Scott
96
Janney Montgomery Scott
Pennsylvania
$1.25M +$6.87K +250 +0.6%
Koshinski Asset Management
97
Koshinski Asset Management
Illinois
$1.22M +$1.22M +44,392 New
VBFG
98
Vishria Bird Financial Group
Tennessee
$1.18M -$522K -19,012 -31%
WIC
99
Whitegate Investment Counselors
New Hampshire
$1.14M +$27.5K +1,000 +2%
SL
100
Savior LLC
Massachusetts
$1.1M +$1.1M +40,118 New