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Schwab Intermediately-Term US Treasury ETF

251 hedge funds and large institutions have $3.71B invested in Schwab Intermediately-Term US Treasury ETF in 2020 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 77 increasing their positions, 86 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
251
Holders Change
+14
Holders Change %
+5.91%
% of All Funds
5.54%
Holding in Top 10
26
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+52.94%
% of All Funds
0.57%
New
52
Increased
77
Reduced
86
Closed
34
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Commonwealth Equity Services
126
Commonwealth Equity Services
Massachusetts
$684K +$22.3K +760 +3%
VCM
127
Vision Capital Management
Oregon
$666K -$340K -11,548 -34%
SW
128
SteelPeak Wealth
California
$658K -$13.3M -451,770 -95%
MCM
129
Mainstay Capital Management
Michigan
$649K -$103K -3,522 -14%
CMP
130
Courage Miller Partners
Virginia
$643K -$31.5K -1,072 -5%
Deutsche Bank
131
Deutsche Bank
Germany
$634K +$407K +13,842 +180%
TCM
132
Twele Capital Management
Minnesota
$630K -$61.4K -2,088 -9%
RSWM
133
Robertson Stephens Wealth Management
California
$628K +$628K +21,370 New
IWM
134
IHT Wealth Management
Illinois
$619K -$35.6K -1,210 -5%
Creative Planning
135
Creative Planning
Kansas
$601K +$21.1K +718 +4%
LAIC
136
Lederer & Associates Investment Counsel
California
$578K +$9.17K +312 +2%
SBH
137
Segall Bryant & Hamill
Illinois
$518K
PAG
138
Private Advisor Group
New Jersey
$498K +$498K +16,942 New
Comerica Bank
139
Comerica Bank
Texas
$490K -$10.8K -368 -2%
TFS
140
TrustCore Financial Services
Tennessee
$488K -$1.94K -66 -0.4%
EP
141
Eudaimonia Partners
Tennessee
$487K +$487K +16,576 New
JFG
142
JMG Financial Group
Illinois
$485K -$200K -6,806 -29%
COF
143
Capital One Financial
Virginia
$484K +$484K +16,466 New
KF
144
Krilogy Financial
Missouri
$482K -$610K -20,732 -56%
IAA
145
Independent Advisor Alliance
North Carolina
$464K -$22.7K -774 -5%
MML Investors Services
146
MML Investors Services
Massachusetts
$444K +$444K +15,106 New
CIA
147
Compass Ion Advisors
Pennsylvania
$423K +$30.7K +1,046 +8%
BWM
148
BCS Wealth Management
Tennessee
$418K +$9.4K +320 +2%
NCM
149
Northwest Capital Management
Oregon
$367K -$15.8M -538,088 -98%
VCM
150
Versant Capital Management
Arizona
$361K -$15.5K -530 -4%