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Schwab Intermediately-Term US Treasury ETF

261 hedge funds and large institutions have $2.08B invested in Schwab Intermediately-Term US Treasury ETF in 2020 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 117 increasing their positions, 65 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
261
Holders Change
+5
Holders Change %
+1.95%
% of All Funds
5.28%
Holding in Top 10
17
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.34%
New
27
Increased
117
Reduced
65
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BAM
126
Barrett Asset Management
New York
$658K +$369K +12,590 +128%
IWM
127
IHT Wealth Management
Illinois
$650K +$37.5K +1,278 +6%
MCM
128
Mainstay Capital Management
Michigan
$648K -$59 -2 -0%
CMP
129
Courage Miller Partners
Virginia
$643K
Northwestern Mutual Wealth Management
130
Northwestern Mutual Wealth Management
Wisconsin
$626K +$341K +11,622 +120%
LAIC
131
Lederer & Associates Investment Counsel
California
$620K +$17.8K +608 +3%
ASN
132
Advisory Services Network
Georgia
$619K +$56.4K +1,922 +10%
EP
133
Eudaimonia Partners
Tennessee
$605K +$133K +4,546 +28%
Commonwealth Equity Services
134
Commonwealth Equity Services
Massachusetts
$603K -$1.56M -53,024 -72%
PP
135
PrairieView Partners
Minnesota
$588K -$91.8K -3,128 -14%
APA
136
American Portfolios Advisors
New York
$529K +$73.2K +2,496 +16%
FFN
137
Focus Financial Network
Minnesota
$520K +$520K +17,716 New
SBH
138
Segall Bryant & Hamill
Illinois
$518K +$1.58K +54 +0.3%
Comerica Bank
139
Comerica Bank
Texas
$497K +$102K +3,512 +26%
CFA
140
Carroll Financial Associates
North Carolina
$493K +$97.1K +3,312 +25%
Creative Planning
141
Creative Planning
Kansas
$483K -$174K -5,930 -26%
COF
142
Capital One Financial
Virginia
$469K -$37.3K -1,272 -7%
OIA
143
OneDigital Investment Advisors
Kansas
$465K -$622K -21,212 -57%
IAA
144
Independent Advisor Alliance
North Carolina
$460K
JFG
145
JMG Financial Group
Illinois
$452K -$27.9K -952 -6%
JFGLC
146
Johnson Financial Group LLC (Colorado)
Colorado
$445K +$59.2K +2,020 +15%
FI
147
FormulaFolio Investments
Michigan
$440K -$2.16M -73,636 -83%
SW
148
SteelPeak Wealth
California
$437K -$40.4K -1,378 -8%
DP
149
Denver PWM
Colorado
$437K +$42.1K +1,432 +11%
BFEC
150
Benjamin F. Edwards & Company
Missouri
$429K +$74.9K +2,552 +21%