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Schwab Intermediately-Term US Treasury ETF

296 hedge funds and large institutions have $2.91B invested in Schwab Intermediately-Term US Treasury ETF in 2021 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 119 increasing their positions, 84 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
296
Holders Change
+9
Holders Change %
+3.14%
% of All Funds
5.2%
Holding in Top 10
16
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.28%
New
33
Increased
119
Reduced
84
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
TCM
101
Tran Capital Management
California
$1.51M +$86.2K +3,038 +6%
CFGS
102
Concourse Financial Group Securities
Alabama
$1.45M +$379K +13,358 +36%
Northwestern Mutual Wealth Management
103
Northwestern Mutual Wealth Management
Wisconsin
$1.44M +$8.62K +304 +0.6%
PIMG
104
Patriot Investment Management Group
Tennessee
$1.39M -$195K -6,892 -12%
DPI
105
Diversified Portfolios Inc
Michigan
$1.39M +$1.39M +48,856 New
HighTower Advisors
106
HighTower Advisors
Illinois
$1.38M +$1.03M +36,418 +293%
OAM
107
Optimal Asset Management
California
$1.36M -$1.27M -44,946 -48%
HB
108
Homrich & Berg
Georgia
$1.34M -$149K -5,266 -10%
MPM
109
Meritage Portfolio Management
Kansas
$1.28M +$173K +6,094 +16%
TIM
110
Tortoise Investment Management
New York
$1.24M -$25.2K -890 -2%
SP
111
Successful Portfolios
Florida
$1.24M -$24.1K -848 -2%
Citadel Advisors
112
Citadel Advisors
Florida
$1.22M -$263K -9,290 -18%
WIC
113
Whitegate Investment Counselors
New Hampshire
$1.2M +$12.8K +450 +1%
BIP
114
Blueprint Investment Partners
North Carolina
$1.1M -$66.7K -2,352 -6%
Jane Street
115
Jane Street
New York
$1.1M -$33.9M -1,195,478 -97%
HCM
116
Hutchinson Capital Management
California
$1.07M +$67.3K +2,374 +7%
VVP
117
Venture Visionary Partners
Ohio
$1.06M +$23.8K +838 +2%
LAIC
118
Lederer & Associates Investment Counsel
California
$1.04M -$36.2K -1,276 -3%
VWA
119
V Wealth Advisors
Kansas
$1.04M -$149K -5,236 -13%
HFS
120
Horizon Financial Services
North Carolina
$1.02M +$506K +17,854 +99%
FCA
121
FLC Capital Advisors
California
$1.01M +$215K +7,570 +27%
OCG
122
Opus Capital Group
Ohio
$1M +$1M +35,310 New
DBRC
123
D.B. Root & Company
Pennsylvania
$969K +$89.8K +3,166 +10%
SWA
124
SFMG Wealth Advisors
Texas
$916K -$1.27M -44,932 -58%
AA
125
Alesco Advisors
New York
$913K