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Schwab Intermediately-Term US Treasury ETF

186 hedge funds and large institutions have $3.09B invested in Schwab Intermediately-Term US Treasury ETF in 2019 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 74 increasing their positions, 44 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
186
Holders Change
+16
Holders Change %
+9.41%
% of All Funds
4.03%
Holding in Top 10
15
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.33%
New
42
Increased
74
Reduced
44
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
ATI
101
Act Two Investors
California
$455K +$455K +16,926 New
VA
102
Valmark Advisers
Ohio
$433K -$3.34K -124 -0.8%
RI
103
Ridgewood Investments
New Jersey
$433K +$72.6K +2,700 +20%
IAA
104
Independent Advisor Alliance
North Carolina
$425K +$425K +15,790 New
SWA
105
SFMG Wealth Advisors
Texas
$424K +$424K +15,768 New
IWM
106
IHT Wealth Management
Illinois
$404K +$10.3K +384 +3%
Morgan Stanley
107
Morgan Stanley
New York
$383K -$42.3K -1,574 -10%
TCM
108
Twele Capital Management
Minnesota
$368K +$34.2K +1,272 +10%
VCM
109
Versant Capital Management
Arizona
$354K +$752 +28 +0.2%
HighTower Advisors
110
HighTower Advisors
Illinois
$349K +$94.4K +3,522 +37%
LTFS
111
Ladenburg Thalmann Financial Services
Florida
$325K +$93.3K +3,458 +40%
RWA
112
Redhawk Wealth Advisors
Minnesota
$322K -$3.92M -145,782 -92%
CIAS
113
Capital Investment Advisory Services
North Carolina
$312K +$285K +10,578 +1,043%
GG
114
GenWealth Group
New Jersey
$311K +$53.5K +2,004 +21%
RW
115
REDW Wealth
New Mexico
$307K
LCP
116
Legacy Capital Partners
Wisconsin
$276K +$276K +10,252 New
BFEC
117
Benjamin F. Edwards & Company
Missouri
$271K +$41.7K +1,548 +18%
CM
118
Columbus Macro
Pennsylvania
$268K +$268K +9,948 New
VCM
119
Vision Capital Management
Oregon
$267K +$39K +1,450 +17%
CHP
120
Cable Hill Partners
Oregon
$262K -$417K -15,516 -61%
Creative Planning
121
Creative Planning
Kansas
$262K +$262K +9,730 New
SGCA
122
Steel Grove Capital Advisors
Tennessee
$260K
Cambridge Investment Research Advisors
123
Cambridge Investment Research Advisors
Iowa
$247K +$247K +9,188 New
DP
124
Denver PWM
Colorado
$246K +$11.4K +428 +5%
PFA
125
Pathway Financial Advisors
Vermont
$242K