SCHR icon

Schwab Intermediately-Term US Treasury ETF

202 hedge funds and large institutions have $3.52B invested in Schwab Intermediately-Term US Treasury ETF in 2019 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 85 increasing their positions, 49 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
202
Holders Change
+16
Holders Change %
+8.6%
% of All Funds
4.39%
Holding in Top 10
17
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+13.33%
% of All Funds
0.37%
New
35
Increased
85
Reduced
49
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
GG
126
GenWealth Group
New Jersey
$320K
AI
127
Atria Investments
North Carolina
$312K +$312K +11,184 New
GVAG
128
Great Valley Advisor Group
Delaware
$312K +$312K +11,398 New
BFEC
129
Benjamin F. Edwards & Company
Missouri
$307K +$30.5K +1,110 +11%
FFN
130
Focus Financial Network
Minnesota
$300K +$77.8K +2,830 +35%
LCP
131
Legacy Capital Partners
Wisconsin
$292K +$10.6K +386 +4%
CM
132
Columbus Macro
Pennsylvania
$273K
SBL
133
Sargent Bickham Lagudis
Colorado
$273K +$273K +9,930 New
DP
134
Denver PWM
Colorado
$267K +$8.68K +310 +3%
PNC Financial Services Group
135
PNC Financial Services Group
Pennsylvania
$267K +$63.7K +2,322 +31%
SGCA
136
Steel Grove Capital Advisors
Tennessee
$266K
BAM
137
Barrett Asset Management
New York
$265K +$238K +8,650 +865%
OMC
138
Old Mission Capital
Illinois
$264K +$264K +9,600 New
CHP
139
Cable Hill Partners
Oregon
$247K -$20.3K -738 -8%
PFA
140
Pathway Financial Advisors
Vermont
$247K
APG
141
Abacus Planning Group
South Carolina
$231K
Creative Planning
142
Creative Planning
Kansas
$218K -$49.1K -1,788 -18%
MSAM
143
Moloney Securities Asset Management
Missouri
$216K -$6.77K -246 -3%
HDIM
144
Hanson & Doremus Investment Management
Vermont
$215K +$215K +7,842 New
SFG
145
StrategIQ Financial Group
Indiana
$212K -$19.2K -700 -8%
AFP
146
Ausdal Financial Partners
Iowa
$206K +$1.65K +60 +0.8%
OIA
147
Optimum Investment Advisors
Illinois
$170K +$5.48K +200 +3%
Northwestern Mutual Wealth Management
148
Northwestern Mutual Wealth Management
Wisconsin
$170K +$109K +3,970 +180%
LFG
149
Larson Financial Group
Missouri
$161K -$1.81K -66 -1%
US Bancorp
150
US Bancorp
Minnesota
$160K