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Schwab Intermediately-Term US Treasury ETF

287 hedge funds and large institutions have $2.41B invested in Schwab Intermediately-Term US Treasury ETF in 2021 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 116 increasing their positions, 85 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
287
Holders Change
-7
Holders Change %
-2.38%
% of All Funds
5.01%
Holding in Top 10
16
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.88%
% of All Funds
0.28%
New
31
Increased
116
Reduced
85
Closed
34
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
TW
76
TrinityPoint Wealth
Connecticut
$3.15M +$3.19K +112 +0.1%
ISWM
77
Independent Solutions Wealth Management
New York
$3.02M +$283K +9,944 +10%
AFP
78
Ausdal Financial Partners
Iowa
$3M +$152K +5,354 +5%
FWP
79
FAS Wealth Partners
Kansas
$2.95M +$17.5K +614 +0.6%
RF
80
RHS Financial
California
$2.88M -$754K -26,500 -21%
JAG
81
Journey Advisory Group
Kentucky
$2.85M +$16.5K +580 +0.6%
HI
82
Hendershot Investments
Virginia
$2.71M +$73K +2,568 +3%
OAM
83
Optimal Asset Management
California
$2.64M -$7.05K -248 -0.3%
MML Investors Services
84
MML Investors Services
Massachusetts
$2.45M -$304K -10,706 -11%
SIC
85
Salem Investment Counselors
North Carolina
$2.37M -$91.6K -3,222 -4%
SWA
86
SFMG Wealth Advisors
Texas
$2.2M -$52K -1,828 -2%
CST
87
Charles Schwab Trust
Nevada
$2.16M -$462K -16,264 -18%
VA
88
Valmark Advisers
Ohio
$2M +$6.82K +240 +0.3%
FTUS
89
Flow Traders U.S.
New York
$1.9M -$2.43M -85,506 -56%
Koshinski Asset Management
90
Koshinski Asset Management
Illinois
$1.88M +$102K +3,584 +6%
AA
91
Advisory Alpha
Michigan
$1.86M +$545K +19,178 +42%
BI
92
Berkeley Inc
Idaho
$1.84M -$11.6K -408 -0.6%
RW
93
Rede Wealth
Virginia
$1.8M -$40.8K -1,436 -2%
JWS
94
Juncture Wealth Strategies
Arizona
$1.69M -$16.6K -582 -1%
WCM
95
Wealthcare Capital Management
Virginia
$1.68M
SAM
96
SignalPoint Asset Management
Missouri
$1.67M +$569 +20 +0%
PIMG
97
Patriot Investment Management Group
Tennessee
$1.59M +$31.3K +1,102 +2%
WA
98
Waverly Advisors
Alabama
$1.58M -$381K -13,276 -19%
HB
99
Homrich & Berg
Georgia
$1.49M -$150K -5,262 -9%
Citadel Advisors
100
Citadel Advisors
Florida
$1.49M -$1.94M -68,094 -56%