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Schwab Intermediately-Term US Treasury ETF

261 hedge funds and large institutions have $2.08B invested in Schwab Intermediately-Term US Treasury ETF in 2020 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 117 increasing their positions, 65 reducing their positions, and 20 closing their positions.

Holders
261
Holders Change
+5
Holders Change %
+1.95%
% of All Funds
5.28%
Holding in Top 10
17
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.34%
New
27
Increased
117
Reduced
65
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
VWA
101
V Wealth Advisors
Kansas
$1.23M
CA
102
Cambridge Associates
Massachusetts
$1.23M +$442K +15,076 +56%
CIAS
103
Capital Investment Advisory Services
North Carolina
$1.23M -$3.82K -130 -0.3%
TCM
104
Tran Capital Management
California
$1.22M -$870K -29,646 -42%
PWM
105
Perigon Wealth Management
California
$1.21M +$1.21M +41,370 New
RJFSA
106
Raymond James Financial Services Advisors
Florida
$1.2M +$66K +2,250 +6%
SLWS
107
Swaine & Leidel Wealth Services
Florida
$1.14M -$2.23K -76 -0.2%
ATI
108
Act Two Investors
California
$1.14M
PMG
109
ProVise Management Group
Florida
$1.05M +$1.05M +35,604 New
FA
110
Fagan Associates
New York
$930K -$24K -818 -3%
REMPR
111
Roof Eidam Maycock Peralta (REMP)
California
$921K -$245K -8,350 -21%
TNB
112
TCF National Bank
South Dakota
$881K +$881K +30,030 New
PAG
113
Private Advisor Group
New Jersey
$873K -$9.58K -326 -1%
DAS
114
Dynamic Advisor Solutions
Arizona
$867K +$66.5K +2,268 +8%
RIM
115
Rockbridge Investment Management
New York
$825K -$9.57K -326 -1%
MAM
116
Madison Asset Management
Wisconsin
$823K -$621K -21,158 -43%
AA
117
Alesco Advisors
New York
$822K
HFA
118
Hoover Financial Advisors
Pennsylvania
$817K +$443K +15,094 +118%
SF
119
Synovus Financial
Georgia
$811K +$61.7K +2,102 +8%
DPI
120
Diversified Portfolios Inc
Michigan
$789K
TCM
121
Twele Capital Management
Minnesota
$745K +$48.6K +1,656 +7%
SWM
122
SVA Wealth Management
Wisconsin
$737K -$7.92K -270 -1%
VCP
123
Vista Capital Partners
Oregon
$708K -$4.99K -170 -0.7%
AMG
124
Asset Management Group
Connecticut
$708K -$3.05K -104 -0.4%
WOSD
125
WFA of San Diego
California
$689K +$5.63K +192 +0.8%