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Schwab Intermediately-Term US Treasury ETF

202 hedge funds and large institutions have $3.52B invested in Schwab Intermediately-Term US Treasury ETF in 2019 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 85 increasing their positions, 49 reducing their positions, and 16 closing their positions.

Holders
202
Holders Change
+16
Holders Change %
+8.6%
% of All Funds
4.39%
Holding in Top 10
17
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+13.33%
% of All Funds
0.37%
New
35
Increased
85
Reduced
49
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
JFG
101
JMG Financial Group
Illinois
$641K
VWA
102
V Wealth Advisors
Kansas
$615K +$396K +14,448 +180%
HI
103
Hudock Inc
Pennsylvania
$611K -$32.4K -1,178 -5%
Cambridge Investment Research Advisors
104
Cambridge Investment Research Advisors
Iowa
$510K +$258K +9,388 +102%
SBA
105
Secrest Blakey & Associates
North Carolina
$506K +$28.3K +1,030 +6%
TF
106
Trek Financial
Arizona
$495K -$2.93M -106,668 -86%
SBH
107
Segall Bryant & Hamill
Illinois
$494K
Comerica Bank
108
Comerica Bank
Texas
$482K -$22.6K -826 -4%
FGAM
109
Financial Gravity Asset Management
Texas
$469K -$108K -3,926 -19%
TCM
110
Twele Capital Management
Minnesota
$455K +$79.4K +2,888 +21%
RI
111
Ridgewood Investments
New Jersey
$442K
VA
112
Valmark Advisers
Ohio
$438K -$4.4K -160 -1%
RWA
113
Redhawk Wealth Advisors
Minnesota
$435K +$106K +3,860 +32%
SWA
114
SFMG Wealth Advisors
Texas
$432K
ASN
115
Advisory Services Network
Georgia
$430K +$337K +12,264 +362%
IWM
116
IHT Wealth Management
Illinois
$417K +$4.34K +158 +1%
FNT
117
First National Trust
Pennsylvania
$400K +$400K +14,560 New
HI
118
Human Investing
Oregon
$383K -$457K -16,632 -54%
KM
119
Kalos Management
Georgia
$383K +$383K +13,976 New
Morgan Stanley
120
Morgan Stanley
New York
$377K -$15.9K -576 -4%
VF
121
Virtu Financial
New York
$375K +$375K +13,640 New
HighTower Advisors
122
HighTower Advisors
Illinois
$372K +$15.2K +554 +4%
VCM
123
Versant Capital Management
Arizona
$352K -$9.44K -344 -3%
A
124
AdvicePeriod
California
$352K +$352K +12,804 New
CIAS
125
Capital Investment Advisory Services
North Carolina
$331K +$12.8K +468 +4%