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Schwab Intermediately-Term US Treasury ETF

314 hedge funds and large institutions have $2.52B invested in Schwab Intermediately-Term US Treasury ETF in 2021 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 112 increasing their positions, 95 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
314
Holders Change
+18
Holders Change %
+6.08%
% of All Funds
4.85%
Holding in Top 10
19
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+18.75%
% of All Funds
0.29%
New
57
Increased
112
Reduced
95
Closed
34
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
FCA
126
FLC Capital Advisors
California
$1.09M +$84.2K +3,000 +8%
DAS
127
Dynamic Advisor Solutions
Arizona
$1.06M +$161K +5,732 +18%
VVP
128
Venture Visionary Partners
Ohio
$1.05M +$3.31K +118 +0.3%
HCM
129
Hutchinson Capital Management
California
$1.05M -$9.88K -352 -0.9%
SW
130
Simplicity Wealth
New Jersey
$1.02M +$1.02M +36,432 New
AWC
131
Adamsbrown Wealth Consultants
Kansas
$982K +$982K +34,966 New
HFS
132
Horizon Financial Services
North Carolina
$960K -$47.4K -1,688 -5%
VWA
133
V Wealth Advisors
Kansas
$957K -$68.5K -2,438 -7%
BFEC
134
Benjamin F. Edwards & Company
Missouri
$871K +$207K +7,364 +31%
FA
135
Fagan Associates
New York
$856K -$3.71K -132 -0.4%
AA
136
Alesco Advisors
New York
$854K -$50.2K -1,788 -6%
TCM
137
Twele Capital Management
Minnesota
$840K +$9.94K +354 +1%
PP
138
PrairieView Partners
Minnesota
$838K +$214K +7,638 +34%
IWC
139
Integrated Wealth Concepts
Massachusetts
$823K +$30.3K +1,080 +4%
CAPTRUST Financial Advisors
140
CAPTRUST Financial Advisors
North Carolina
$812K +$2.75K +98 +0.3%
DPI
141
Diversified Portfolios Inc
Michigan
$810K -$561K -20,000 -41%
RIM
142
Rockbridge Investment Management
New York
$777K +$899 +32 +0.1%
BCA
143
Biltmore Capital Advisors
New Jersey
$773K +$773K +27,552 New
FT
144
Fiduciary Trust
Massachusetts
$741K +$741K +26,410 New
SF
145
Synovus Financial
Georgia
$736K +$22.4K +798 +3%
APC
146
Asset Planning Corporation
Tennessee
$722K +$729 +26 +0.1%
AF
147
Allworth Financial
California
$717K +$83K +2,956 +13%
NFG
148
Next Financial Group
Texas
$706K +$381K +13,586 +117%
BWM
149
Birchcreek Wealth Management
Ohio
$656K +$5.28K +188 +0.8%
EAM
150
Evanson Asset Management
California
$598K -$53.3K -1,900 -8%