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Schwab Intermediately-Term US Treasury ETF

127 hedge funds and large institutions have $743M invested in Schwab Intermediately-Term US Treasury ETF in 2017 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 53 increasing their positions, 27 reducing their positions, and 6 closing their positions.

Holders
127
Holders Change
+26
Holders Change %
+25.74%
% of All Funds
2.88%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.23%
New
32
Increased
53
Reduced
27
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
PA
101
Parallel Advisors
California
$42K 1,576
SQA
102
Simon Quick Advisors
New Jersey
$36K 1,378 +216 +19%
BlackRock
103
BlackRock
New York
$28K 1,052 +4 +0.4%
VIA
104
Vantage Investment Advisors
Pennsylvania
$27K 1,010 -174 -15%
KFA
105
Kabarec Financial Advisors
Illinois
$25K 930 +930 New
US Bancorp
106
US Bancorp
Minnesota
$24K 914 +914 New
GWM
107
Geneos Wealth Management
Colorado
$21K 800
Morgan Stanley
108
Morgan Stanley
New York
$16K 606 -1,136 -65%
CDIA
109
Capital Directions Investment Advisors
Georgia
$16K 586
PG
110
Patten Group
Tennessee
$14K 522 +518 +12,950%
SEI Investments
111
SEI Investments
Pennsylvania
$11K 398 +372 +1,431%
FRA
112
Front Row Advisors
California
$8K 300 +300 New
MWM
113
MinichMacGregor Wealth Management
New York
$7K 278
CMBA
114
C.M. Bidwell & Associates
Hawaii
$5K 180 +180 New
SC
115
Slow Capital
California
$4K 138 +138 New
SWA
116
Sutton Wealth Advisors
Florida
$2.99K 112
Northwestern Mutual Wealth Management
117
Northwestern Mutual Wealth Management
Wisconsin
$2K 68 -118 -63%
TFA
118
Transamerica Financial Advisors
Florida
$1K 2
AF
119
Advisornet Financial
Minnesota
$1K 26 +26 New
FA
120
Fagan Associates
New York
$566 21,238 +9,052 +74%
AIM
121
Anchor Investment Management
South Carolina
$427 16
GEA
122
Glen Eagle Advisors
New Jersey
$373 14 +14 New
PAM
123
Peak Asset Management
Colorado
-43,246 Closed
Millennium Management
124
Millennium Management
New York
-11,930 Closed
SJIM
125
St. Johns Investment Management
Florida
-11,790 Closed