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Schwab Intermediately-Term US Treasury ETF

237 hedge funds and large institutions have $3.71B invested in Schwab Intermediately-Term US Treasury ETF in 2019 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 83 increasing their positions, 63 reducing their positions, and 28 closing their positions.

Holders
237
Holders Change
+27
Holders Change %
+12.86%
% of All Funds
4.68%
Holding in Top 10
17
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10.53%
% of All Funds
0.34%
New
58
Increased
83
Reduced
63
Closed
28
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
OAM
101
Optimal Asset Management
California
$1.09M +$1.09M +39,826 New
ATI
102
Act Two Investors
California
$1.06M -$5.49K -200 -0.5%
AG
103
Advisor Group
Arizona
$1.06M +$327K +11,906 +45%
KF
104
Krilogy Financial
Missouri
$1.02M -$4.28M -155,796 -81%
CIAS
105
Capital Investment Advisory Services
North Carolina
$992K +$660K +24,026 +199%
VCP
106
Vista Capital Partners
Oregon
$985K -$66.4K -2,416 -6%
MPWT
107
MassMutual Private Wealth & Trust
Connecticut
$977K +$49.4K +1,800 +5%
FA
108
Fagan Associates
New York
$975K -$13.6K -496 -1%
SA
109
Strategic Advisors
New York
$968K +$84.1K +3,062 +10%
ASN
110
Advisory Services Network
Georgia
$961K +$531K +19,334 +124%
VCM
111
Vision Capital Management
Oregon
$939K +$206K +7,486 +28%
CWP
112
Capital Wealth Planning
Florida
$915K +$52.8K +1,920 +6%
RJFSA
113
Raymond James Financial Services Advisors
Florida
$885K -$9K -328 -1%
SLWS
114
Swaine & Leidel Wealth Services
Florida
$878K -$21.6K -786 -2%
Envestnet Asset Management
115
Envestnet Asset Management
Illinois
$818K -$58.1M -2,115,184 -99%
AA
116
Alesco Advisors
New York
$769K +$769K +28,000 New
PP
117
PrairieView Partners
Minnesota
$753K -$457K -16,624 -38%
DPI
118
Diversified Portfolios Inc
Michigan
$739K +$27.2K +990 +4%
SF
119
Synovus Financial
Georgia
$725K +$23.9K +870 +3%
MCM
120
Mainstay Capital Management
Michigan
$705K +$1.76K +64 +0.3%
VWA
121
V Wealth Advisors
Kansas
$703K
AMG
122
Asset Management Group
Connecticut
$660K +$4.56K +166 +0.7%
Morgan Stanley
123
Morgan Stanley
New York
$650K -$889K -32,356 -58%
TCM
124
Twele Capital Management
Minnesota
$646K +$173K +6,314 +37%
JFG
125
JMG Financial Group
Illinois
$640K