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Schwab Intermediately-Term US Treasury ETF

133 hedge funds and large institutions have $910M invested in Schwab Intermediately-Term US Treasury ETF in 2018 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 55 increasing their positions, 39 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
133
Holders Change
+6
Holders Change %
+4.72%
% of All Funds
3.05%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.21%
New
19
Increased
55
Reduced
39
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SFSIG
101
San Francisco Sentry Investment Group
California
$100K +$100K +3,800 New
Deutsche Bank
102
Deutsche Bank
Germany
$57K +$57K +2,186 New
PWM
103
Perigon Wealth Management
California
$56K
ASN
104
Advisory Services Network
Georgia
$55K -$16.5K -630 -23%
OIA
105
OneDigital Investment Advisors
Kansas
$44K -$6.38K -244 -13%
PA
106
Parallel Advisors
California
$41K
SQA
107
Simon Quick Advisors
New Jersey
$36K +$104 +4 +0.3%
BlackRock
108
BlackRock
New York
$27K -$957 -36 -3%
VIA
109
Vantage Investment Advisors
Pennsylvania
$27K
US Bancorp
110
US Bancorp
Minnesota
$24K
KFA
111
Kabarec Financial Advisors
Illinois
$22K -$2.07K -80 -9%
GWM
112
Geneos Wealth Management
Colorado
$21K
CDIA
113
Capital Directions Investment Advisors
Georgia
$21K +$5.34K +200 +34%
PG
114
Patten Group
Tennessee
$14K +$366 +14 +3%
SEI Investments
115
SEI Investments
Pennsylvania
$12K +$1.1K +40 +10%
FANJ
116
Financial Architects (New Jersey)
New Jersey
$8K -$45.9K -1,790 -85%
FRA
117
Front Row Advisors
California
$8K
MWM
118
MinichMacGregor Wealth Management
New York
$7K
Morgan Stanley
119
Morgan Stanley
New York
$5K -$10.6K -412 -68%
TRCT
120
Tower Research Capital (TRC)
New York
$5K +$5K +200 New
SWA
121
Sutton Wealth Advisors
Florida
$2.95K
Northwestern Mutual Wealth Management
122
Northwestern Mutual Wealth Management
Wisconsin
$2K
SWP
123
Stratos Wealth Partners
Ohio
$2K +$2K +86 New
AF
124
Advisornet Financial
Minnesota
$1K
TFA
125
Transamerica Financial Advisors
Florida
$1K