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Schwab Intermediately-Term US Treasury ETF

170 hedge funds and large institutions have $2.8B invested in Schwab Intermediately-Term US Treasury ETF in 2018 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 56 increasing their positions, 45 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
170
Holders Change
+24
Holders Change %
+16.44%
% of All Funds
3.79%
Holding in Top 10
15
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+50%
% of All Funds
0.33%
New
47
Increased
56
Reduced
45
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SQA
126
Simon Quick Advisors
New Jersey
$101K +$58.3K +2,204 +136%
DWM
127
Destination Wealth Management
California
$92K +$79.5K +2,988 +636%
ASN
128
Advisory Services Network
Georgia
$77K +$72.9K +2,764 +1,772%
APA
129
American Portfolios Advisors
New York
$70.1K +$69.9K +2,642 +44,033%
CFGS
130
Concourse Financial Group Securities
Alabama
$67K +$67K +2,548 New
Deutsche Bank
131
Deutsche Bank
Germany
$57K
AssetMark Inc
132
AssetMark Inc
California
$55K +$55K +2,094 New
PFBT
133
Parkside Financial Bank & Trust
Missouri
$54K -$27.7K -1,050 -34%
RWA
134
River Wealth Advisors
Pennsylvania
$51K +$51K +1,914 New
PA
135
Parallel Advisors
California
$45K +$2.84K +108 +7%
SEI Investments
136
SEI Investments
Pennsylvania
$44K +$8.92K +390 +25%
VCM
137
Vigilant Capital Management
Maine
$41K -$4.58K -172 -10%
RCA
138
Rowland Carmichael Advisors
Arizona
$38K -$117K -4,428 -76%
UBS AM
139
UBS AM
Illinois
$36.8K +$11K +416 +43%
HI
140
Hudock Inc
Pennsylvania
$35K +$35K +1,352 New
BlackRock
141
BlackRock
New York
$32K +$782 +30 +3%
Northwestern Mutual Wealth Management
142
Northwestern Mutual Wealth Management
Wisconsin
$29K +$13.4K +512 +86%
CIAS
143
Capital Investment Advisory Services
North Carolina
$27K +$27K +1,014 New
Fifth Third Bancorp
144
Fifth Third Bancorp
Ohio
$25K +$25K +960 New
PNC Financial Services Group
145
PNC Financial Services Group
Pennsylvania
$24K
William Blair & Company
146
William Blair & Company
Illinois
$23K +$23K +850 New
CDIA
147
Capital Directions Investment Advisors
Georgia
$21K
OIA
148
OneDigital Investment Advisors
Kansas
$20K +$10.4K +402 +109%
MOS
149
MGO One Seven
Ohio
$20K +$20K +764 New
PG
150
Patten Group
Tennessee
$14K -$634 -24 -4%