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Schwab Intermediately-Term US Treasury ETF

186 hedge funds and large institutions have $3.09B invested in Schwab Intermediately-Term US Treasury ETF in 2019 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 74 increasing their positions, 44 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
186
Holders Change
+16
Holders Change %
+9.41%
% of All Funds
4.03%
Holding in Top 10
15
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.33%
New
42
Increased
74
Reduced
44
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Commonwealth Equity Services
126
Commonwealth Equity Services
Massachusetts
$240K -$2.56M -95,258 -91%
CWS
127
Cypress Wealth Services
California
$230K +$230K +8,564 New
APG
128
Abacus Planning Group
South Carolina
$226K
SFG
129
StrategIQ Financial Group
Indiana
$226K +$226K +8,418 New
OCG
130
Opus Capital Group
Ohio
$225K -$528K -19,674 -70%
MSAM
131
Moloney Securities Asset Management
Missouri
$218K
FFN
132
Focus Financial Network
Minnesota
$217K +$217K +8,080 New
VWA
133
V Wealth Advisors
Kansas
$215K +$215K +8,016 New
DI
134
Diligent Investors
California
$204K +$204K +7,600 New
AFP
135
Ausdal Financial Partners
Iowa
$200K +$200K +7,454 New
PNC Financial Services Group
136
PNC Financial Services Group
Pennsylvania
$199K +$174K +6,492 +704%
OIA
137
Optimum Investment Advisors
Illinois
$161K
LFG
138
Larson Financial Group
Missouri
$160K +$25.9K +960 +19%
US Bancorp
139
US Bancorp
Minnesota
$156K +$156K +5,812 New
MAM
140
Marquette Asset Management
Minnesota
$124K +$124K +4,620 New
Fidelity Investments
141
Fidelity Investments
Massachusetts
$100K +$100K +3,726 New
ASN
142
Advisory Services Network
Georgia
$91K +$12.5K +466 +16%
AG
143
Advisor Group
Arizona
$86K -$169K -6,312 -66%
CFGS
144
Concourse Financial Group Securities
Alabama
$68K
Bessemer Group
145
Bessemer Group
New Jersey
$61K +$61K +2,274 New
Northwestern Mutual Wealth Management
146
Northwestern Mutual Wealth Management
Wisconsin
$59K +$29.5K +1,106 +100%
Deutsche Bank
147
Deutsche Bank
Germany
$58K
PFBT
148
Parkside Financial Bank & Trust
Missouri
$55K
PA
149
Parallel Advisors
California
$46K
VCM
150
Vigilant Capital Management
Maine
$46K +$4.62K +172 +11%