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Schwab Intermediately-Term US Treasury ETF

293 hedge funds and large institutions have $2.82B invested in Schwab Intermediately-Term US Treasury ETF in 2020 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 113 increasing their positions, 81 reducing their positions, and 20 closing their positions.

Holders
293
Holders Change
+32
Holders Change %
+12.26%
% of All Funds
5.2%
Holding in Top 10
23
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+35.29%
% of All Funds
0.41%
New
54
Increased
113
Reduced
81
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BI
101
Berkeley Inc
Idaho
$1.89M +$1.89M +64,762 New
HB
102
Homrich & Berg
Georgia
$1.81M +$1.81M +62,322 New
Deutsche Bank
103
Deutsche Bank
Germany
$1.75M -$2.04M -69,940 -54%
AIP
104
Almanack Investment Partners
Pennsylvania
$1.75M +$5.3K +182 +0.3%
DBRC
105
D.B. Root & Company
Pennsylvania
$1.75M -$1.25M -42,812 -42%
WCM
106
Wealthcare Capital Management
Virginia
$1.72M -$7.34K -252 -0.4%
SA
107
Strategic Advisors
New York
$1.5M +$160K +5,540 +12%
CAPTRUST Financial Advisors
108
CAPTRUST Financial Advisors
North Carolina
$1.39M -$25K -860 -2%
Citadel Advisors
109
Citadel Advisors
Florida
$1.33M -$204K -6,992 -13%
VWA
110
V Wealth Advisors
Kansas
$1.26M +$36.5K +1,254 +3%
SFS
111
Sowell Financial Services
Arkansas
$1.26M -$20.1K -690 -2%
SP
112
Successful Portfolios
Florida
$1.26M +$18.7K +642 +2%
WIC
113
Whitegate Investment Counselors
New Hampshire
$1.26M
TCM
114
Tran Capital Management
California
$1.23M +$21.1K +726 +2%
Bank of Montreal
115
Bank of Montreal
Ontario, Canada
$1.23M -$135K -4,672 -10%
CIAS
116
Capital Investment Advisory Services
North Carolina
$1.17M -$44.8K -1,540 -4%
DPI
117
Diversified Portfolios Inc
Michigan
$1.14M +$355K +12,210 +45%
TNB
118
TCF National Bank
South Dakota
$1.14M +$262K +9,010 +30%
ATI
119
Act Two Investors
California
$1.11M -$22K -754 -2%
Commonwealth Equity Services
120
Commonwealth Equity Services
Massachusetts
$1.08M +$485K +16,666 +81%
VVP
121
Venture Visionary Partners
Ohio
$1.06M +$1.06M +36,370 New
MFG
122
MidWestOne Financial Group
Iowa
$1.04M -$344K -11,828 -25%
HCM
123
Hutchinson Capital Management
California
$996K +$996K +34,214 New
LAIC
124
Lederer & Associates Investment Counsel
California
$988K +$373K +12,804 +61%
FPWM
125
FSB Premier Wealth Management
Iowa
$965K +$965K +33,162 New