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Schwab Intermediately-Term US Treasury ETF

318 hedge funds and large institutions have $3.41B invested in Schwab Intermediately-Term US Treasury ETF in 2022 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 114 increasing their positions, 105 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
318
Holders Change
+4
Holders Change %
+1.27%
% of All Funds
5.03%
Holding in Top 10
20
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.26%
% of All Funds
0.32%
New
47
Increased
114
Reduced
105
Closed
38
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BFEC
126
Benjamin F. Edwards & Company
Missouri
$1.01M +$180K +6,764 +22%
Commonwealth Equity Services
127
Commonwealth Equity Services
Massachusetts
$1M +$625K +23,482 +165%
VVP
128
Venture Visionary Partners
Ohio
$999K +$1.65K +62 +0.2%
LAIC
129
Lederer & Associates Investment Counsel
California
$971K -$68.2K -2,560 -7%
AIP
130
Almanack Investment Partners
Pennsylvania
$971K +$481K +18,058 +98%
RP
131
Riverwater Partners
Wisconsin
$945K -$88.1K -3,310 -9%
CAMV
132
Concord Asset Management (Virginia)
Virginia
$943K -$793K -29,782 -46%
VWA
133
V Wealth Advisors
Kansas
$903K -$4.47K -168 -0.5%
AWC
134
Adamsbrown Wealth Consultants
Kansas
$895K -$35.9K -1,350 -4%
BEI
135
Benjamin Edwards Inc
Missouri
$894K +$889K +33,388 +17,951%
CAPTRUST Financial Advisors
136
CAPTRUST Financial Advisors
North Carolina
$867K +$97.4K +3,660 +13%
SHFP
137
Second Half Financial Partners
Florida
$867K +$867K +30,752 New
FT
138
Fiduciary Trust
Massachusetts
$859K +$156K +5,874 +22%
DPI
139
Diversified Portfolios Inc
Michigan
$840K +$71.9K +2,700 +9%
CAAS
140
Capital Asset Advisory Services
Michigan
$839K +$831K +31,214 +10,405%
MG
141
MilWealth Group
Wisconsin
$823K -$4.28M -160,714 -84%
HWM
142
HB Wealth Management
Georgia
$793K -$385K -14,466 -33%
IWC
143
Integrated Wealth Concepts
Massachusetts
$791K +$10.5K +394 +1%
AWS
144
Atria Wealth Solutions
New York
$784K +$784K +29,464 New
FA
145
Fagan Associates
New York
$781K -$30.9K -1,160 -4%
AA
146
Alesco Advisors
New York
$780K -$29.3K -1,100 -4%
CCM
147
Coldstream Capital Management
Washington
$766K -$614K -23,060 -44%
HFS
148
Horizon Financial Services
North Carolina
$761K -$150K -5,624 -16%
TCM
149
Twele Capital Management
Minnesota
$761K -$35.6K -1,338 -4%
RIM
150
Rockbridge Investment Management
New York
$725K -$4.7K -178 -0.6%