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Schwab Intermediately-Term US Treasury ETF

210 hedge funds and large institutions have $3.73B invested in Schwab Intermediately-Term US Treasury ETF in 2019 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 83 increasing their positions, 59 reducing their positions, and 26 closing their positions.

Holders
210
Holders Change
+8
Holders Change %
+3.96%
% of All Funds
4.61%
Holding in Top 10
19
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.76%
% of All Funds
0.42%
New
36
Increased
83
Reduced
59
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
RJFSA
101
Raymond James Financial Services Advisors
Florida
$905K +$19.3K +696 +2%
SA
102
Strategic Advisors
New York
$894K -$141K -5,088 -14%
CWP
103
Capital Wealth Planning
Florida
$869K +$869K +31,384 New
FCA
104
FLC Capital Advisors
California
$756K -$12.6M -453,788 -94%
VCM
105
Vision Capital Management
Oregon
$742K -$1.78K -64 -0.2%
AG
106
Advisor Group
Arizona
$742K +$654K +23,508 +740%
DPI
107
Diversified Portfolios Inc
Michigan
$720K +$720K +25,900 New
MCM
108
Mainstay Capital Management
Michigan
$711K -$33.3K -1,198 -4%
SF
109
Synovus Financial
Georgia
$709K -$3.33K -120 -0.5%
VWA
110
V Wealth Advisors
Kansas
$703K +$78.7K +2,832 +13%
AMG
111
Asset Management Group
Connecticut
$663K -$12.1K -436 -2%
JFG
112
JMG Financial Group
Illinois
$648K
CMP
113
Courage Miller Partners
Virginia
$640K -$152K -5,474 -19%
IWM
114
IHT Wealth Management
Illinois
$604K +$183K +6,580 +43%
Creative Planning
115
Creative Planning
Kansas
$589K +$368K +13,250 +167%
TIM
116
Tortoise Investment Management
New York
$519K -$199K -7,170 -28%
SBA
117
Secrest Blakey & Associates
North Carolina
$505K -$5.77K -208 -1%
SBH
118
Segall Bryant & Hamill
Illinois
$499K
Comerica Bank
119
Comerica Bank
Texas
$492K +$4.05K +146 +0.8%
TCM
120
Twele Capital Management
Minnesota
$478K +$17.8K +640 +4%
KLC
121
Knowledge Leaders Capital
Colorado
$477K +$477K +17,164 New
FGAM
122
Financial Gravity Asset Management
Texas
$467K -$7.22K -260 -2%
GM
123
GeoWealth Management
Illinois
$466K +$466K +16,776 New
TFS
124
TrustCore Financial Services
Tennessee
$463K +$350K +12,578 +308%
SBSB
125
Sullivan, Bruyette, Speros & Blaney
Virginia
$457K +$457K +16,466 New