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Schwab Intermediately-Term US Treasury ETF

170 hedge funds and large institutions have $2.8B invested in Schwab Intermediately-Term US Treasury ETF in 2018 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 56 increasing their positions, 45 reducing their positions, and 21 closing their positions.

Holders
170
Holders Change
+24
Holders Change %
+16.44%
% of All Funds
3.79%
Holding in Top 10
15
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+50%
% of All Funds
0.33%
New
47
Increased
56
Reduced
45
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
VCM
101
Versant Capital Management
Arizona
$348K +$1.8K +68 +0.5%
RI
102
Ridgewood Investments
New Jersey
$347K
TCM
103
Twele Capital Management
Minnesota
$328K +$18.7K +706 +6%
Comerica Bank
104
Comerica Bank
Texas
$317K -$47.9K -1,814 -13%
RW
105
REDW Wealth
New Mexico
$303K +$303K +11,426 New
SS
106
Simplicity Solutions
Minnesota
$297K +$297K +11,228 New
SGCA
107
Steel Grove Capital Advisors
Tennessee
$256K
GG
108
GenWealth Group
New Jersey
$255K -$25.5K -966 -9%
HighTower Advisors
109
HighTower Advisors
Illinois
$252K -$145K -5,462 -37%
AG
110
Advisor Group
Arizona
$252K +$118K +4,474 +89%
PFG
111
Piershale Financial Group
Illinois
$243K +$243K +9,180 New
WCM
112
Weatherstone Capital Management
Colorado
$242K +$242K +9,348 New
PFA
113
Pathway Financial Advisors
Vermont
$238K
DP
114
Denver PWM
Colorado
$233K +$233K +8,798 New
JFGLC
115
Johnson Financial Group LLC (Colorado)
Colorado
$229K +$229K +8,660 New
LTFS
116
Ladenburg Thalmann Financial Services
Florida
$227K -$3.8K -144 -2%
BFEC
117
Benjamin F. Edwards & Company
Missouri
$225K +$47.5K +1,798 +27%
VCM
118
Vision Capital Management
Oregon
$224K -$486K -18,396 -68%
APG
119
Abacus Planning Group
South Carolina
$223K -$43.2K -1,632 -16%
PTCG
120
Pring Turner Capital Group
California
$216K
MSAM
121
Moloney Securities Asset Management
Missouri
$214K +$214K +8,094 New
FIMG
122
Financial & Investment Management Group
Michigan
$209K -$4.48M -169,654 -96%
OIA
123
Optimum Investment Advisors
Illinois
$159K
LFG
124
Larson Financial Group
Missouri
$132K +$132K +4,976 New
NFG
125
Next Financial Group
Texas
$117K +$117K +4,406 New