SCHR icon

Schwab Intermediately-Term US Treasury ETF

170 hedge funds and large institutions have $2.8B invested in Schwab Intermediately-Term US Treasury ETF in 2018 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 56 increasing their positions, 45 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
170
Holders Change
+24
Holders Change %
+16.44%
% of All Funds
3.79%
Holding in Top 10
15
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+50%
% of All Funds
0.33%
New
47
Increased
56
Reduced
45
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SFSG
151
Stearns Financial Services Group
North Carolina
$14K +$55 +2 +0.4%
GWM
152
Geneos Wealth Management
Colorado
$10K
FRA
153
Front Row Advisors
California
$8K
TCOV
154
Trust Company of Vermont
Vermont
$7K
Carson Wealth (CWM LLC)
155
Carson Wealth (CWM LLC)
Nebraska
$5K +$5K +184 New
SWA
156
Sutton Wealth Advisors
Florida
$2.97K
AF
157
Advisornet Financial
Minnesota
$2K
FMP
158
Financial Management Professionals
Texas
$2K
S
159
SignatureFD
Georgia
$2K +$389 +14 +24%
AIM
160
Anchor Investment Management
South Carolina
$1.22K
Citigroup
161
Citigroup
New York
$1K -$63.9K -1,790 -98%
TFA
162
Transamerica Financial Advisors
Florida
$1K
PMFA
163
Plante Moran Financial Advisors
Michigan
$1K +$1K +26 New
BWM
164
Baystate Wealth Management
Massachusetts
$1K +$1K +30 New
KCM
165
Karp Capital Management
California
$1K +$1K +54 New
GEA
166
Glen Eagle Advisors
New Jersey
$371
Jane Street
167
Jane Street
New York
-$28.8M -1,113,262 Closed
AFS
168
Access Financial Services
Minnesota
-$23.7M -916,766 Closed
CCP
169
Cardan Capital Partners
Colorado
-$15.1M -584,728 Closed
AWMG
170
Alliance Wealth Management Group
New Jersey
-$6.9M -266,536 Closed
TCM
171
Towercrest Capital Management
Pennsylvania
-$6.9M -266,536 Closed
MWA
172
MFA Wealth Advisors
Pennsylvania
-$2.36M -91,422 Closed
Cambridge Investment Research Advisors
173
Cambridge Investment Research Advisors
Iowa
-$1.63M -62,896 Closed
Koshinski Asset Management
174
Koshinski Asset Management
Illinois
-$1.32M -51,010 Closed
OMC
175
Old Mission Capital
Illinois
-$513K -19,800 Closed