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Schwab Intermediately-Term US Treasury ETF

251 hedge funds and large institutions have $3.71B invested in Schwab Intermediately-Term US Treasury ETF in 2020 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 77 increasing their positions, 86 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
251
Holders Change
+14
Holders Change %
+5.91%
% of All Funds
5.54%
Holding in Top 10
26
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+52.94%
% of All Funds
0.57%
New
52
Increased
77
Reduced
86
Closed
34
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SIC
101
Salem Investment Counselors
North Carolina
$1.49M +$62K +2,110 +4%
PIMG
102
Patriot Investment Management Group
Tennessee
$1.47M -$1.82K -62 -0.1%
Bank of Montreal
103
Bank of Montreal
Ontario, Canada
$1.43M -$511K -17,426 -26%
WP
104
WealthSource Partners
California
$1.37M -$710K -24,168 -34%
SP
105
Successful Portfolios
Florida
$1.35M -$798K -27,164 -37%
OIA
106
OneDigital Investment Advisors
Kansas
$1.34M -$131K -4,458 -9%
Koshinski Asset Management
107
Koshinski Asset Management
Illinois
$1.31M +$3.76K +128 +0.3%
FWP
108
FAS Wealth Partners
Kansas
$1.3M -$81.2K -2,762 -6%
AWE
109
Avidian Wealth Enterprises
Texas
$1.29M +$1.05M +35,786 +440%
SFS
110
Sowell Financial Services
Arkansas
$1.26M -$200K -6,798 -14%
UCFA
111
United Capital Financial Advisors
Texas
$1.24M -$508K -17,306 -29%
WIC
112
Whitegate Investment Counselors
New Hampshire
$1.22M +$8.7K +296 +0.7%
SLWS
113
Swaine & Leidel Wealth Services
Florida
$1.15M +$208K +7,068 +22%
ATI
114
Act Two Investors
California
$1.14M
ASN
115
Advisory Services Network
Georgia
$1.05M +$19.9K +676 +2%
RJFSA
116
Raymond James Financial Services Advisors
Florida
$969K +$21.1K +716 +2%
RWA
117
Redhawk Wealth Advisors
Minnesota
$965K +$965K +32,850 New
VWA
118
V Wealth Advisors
Kansas
$963K +$220K +7,468 +30%
FA
119
Fagan Associates
New York
$960K -$82.8K -2,818 -8%
SA
120
Strategic Advisors
New York
$954K -$75.8K -2,596 -7%
AA
121
Alesco Advisors
New York
$823K
DPI
122
Diversified Portfolios Inc
Michigan
$790K
VCP
123
Vista Capital Partners
Oregon
$770K -$283K -9,646 -27%
PP
124
PrairieView Partners
Minnesota
$764K -$41.5K -1,412 -5%
AMG
125
Asset Management Group
Connecticut
$709K +$2.41K +82 +0.3%