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Schwab Intermediately-Term US Treasury ETF

294 hedge funds and large institutions have $2.91B invested in Schwab Intermediately-Term US Treasury ETF in 2021 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 112 increasing their positions, 90 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
294
Holders Change
+1
Holders Change %
+0.34%
% of All Funds
5.18%
Holding in Top 10
17
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-26.09%
% of All Funds
0.3%
New
41
Increased
112
Reduced
90
Closed
37
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
DBRC
126
D.B. Root & Company
Pennsylvania
$925K -$767K -27,210 -45%
AIP
127
Almanack Investment Partners
Pennsylvania
$915K -$783K -27,756 -46%
AA
128
Alesco Advisors
New York
$908K +$62K +2,200 +7%
FA
129
Fagan Associates
New York
$886K -$8.18K -290 -0.9%
SLWS
130
Swaine & Leidel Wealth Services
Florida
$867K -$32.3K -1,146 -4%
TCM
131
Twele Capital Management
Minnesota
$836K +$15K +532 +2%
CAPTRUST Financial Advisors
132
CAPTRUST Financial Advisors
North Carolina
$832K -$511K -18,134 -38%
MPM
133
Meritage Portfolio Management
Kansas
$811K +$31.6K +1,120 +4%
RIM
134
Rockbridge Investment Management
New York
$788K -$169 -6 -0%
IWC
135
Integrated Wealth Concepts
Massachusetts
$762K +$762K +27,002 New
HFA
136
Hoover Financial Advisors
Pennsylvania
$738K -$31.1K -1,096 -4%
DAS
137
Dynamic Advisor Solutions
Arizona
$716K -$53K -1,878 -7%
SF
138
Synovus Financial
Georgia
$658K -$92.6K -3,282 -12%
EAM
139
Evanson Asset Management
California
$652K +$1.13K +40 +0.2%
NFP
140
Novak Financial Planning
Maryland
$641K +$339 +12 +0.1%
VCM
141
Vision Capital Management
Oregon
$636K +$188K +6,664 +42%
BWM
142
Birchcreek Wealth Management
Ohio
$632K -$57.9K -2,054 -8%
VCP
143
Vista Capital Partners
Oregon
$630K -$17.7K -626 -3%
ASN
144
Advisory Services Network
Georgia
$619K +$247K +8,772 +67%
MCM
145
Mainstay Capital Management
Michigan
$606K -$12.2K -432 -2%
IWM
146
IHT Wealth Management
Illinois
$605K -$12.6K -446 -2%
AMG
147
Asset Management Group
Connecticut
$585K -$97.9K -3,472 -14%
TIM
148
Tortoise Investment Management
New York
$578K +$379K +13,438 +191%
BFEC
149
Benjamin F. Edwards & Company
Missouri
$574K +$39.7K +1,408 +7%
ATI
150
Act Two Investors
California
$573K -$498K -17,650 -47%