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Schwab Intermediately-Term US Treasury ETF

256 hedge funds and large institutions have $2B invested in Schwab Intermediately-Term US Treasury ETF in 2020 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 89 increasing their positions, 85 reducing their positions, and 28 closing their positions.

Holders
256
Holders Change
+5
Holders Change %
+1.99%
% of All Funds
5.26%
Holding in Top 10
17
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-34.62%
% of All Funds
0.35%
New
35
Increased
89
Reduced
85
Closed
28
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PIMG
101
Patriot Investment Management Group
Tennessee
$1.42M -$45.7K -1,554 -3%
SPC
102
Sigma Planning Corp
Michigan
$1.42M +$1.42M +48,364 New
SFS
103
Sowell Financial Services
Arkansas
$1.29M +$28.9K +984 +2%
VA
104
Valmark Advisers
Ohio
$1.27M -$1.15M -39,152 -48%
Bank of Montreal
105
Bank of Montreal
Ontario, Canada
$1.26M -$177K -6,042 -12%
VWA
106
V Wealth Advisors
Kansas
$1.24M +$273K +9,292 +28%
CIAS
107
Capital Investment Advisory Services
North Carolina
$1.23M -$531K -18,052 -30%
SP
108
Successful Portfolios
Florida
$1.23M -$125K -4,266 -9%
WIC
109
Whitegate Investment Counselors
New Hampshire
$1.22M -$5.88K -200 -0.5%
REMPR
110
Roof Eidam Maycock Peralta (REMP)
California
$1.17M -$19.2M -653,752 -94%
SLWS
111
Swaine & Leidel Wealth Services
Florida
$1.14M -$3.41K -116 -0.3%
ATI
112
Act Two Investors
California
$1.14M
RJFSA
113
Raymond James Financial Services Advisors
Florida
$1.13M +$165K +5,614 +17%
OIA
114
OneDigital Investment Advisors
Kansas
$1.09M -$249K -8,462 -19%
WWM
115
WT Wealth Management
Arizona
$1.03M -$1.17M -39,716 -53%
FA
116
Fagan Associates
New York
$996K -$4.47K -146 -0.4%
PAG
117
Private Advisor Group
New Jersey
$883K +$385K +13,084 +77%
RIM
118
Rockbridge Investment Management
New York
$836K +$836K +28,442 New
AA
119
Alesco Advisors
New York
$823K
DAS
120
Dynamic Advisor Solutions
Arizona
$802K +$802K +27,296 New
CA
121
Cambridge Associates
Massachusetts
$790K -$3.15M -107,240 -80%
DPI
122
Diversified Portfolios Inc
Michigan
$790K
SF
123
Synovus Financial
Georgia
$750K -$800K -27,220 -52%
SWM
124
SVA Wealth Management
Wisconsin
$747K -$773K -26,274 -51%
WP
125
WealthSource Partners
California
$722K -$648K -22,028 -47%