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Schwab Intermediately-Term US Treasury ETF

186 hedge funds and large institutions have $3.09B invested in Schwab Intermediately-Term US Treasury ETF in 2019 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 74 increasing their positions, 44 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
186
Holders Change
+16
Holders Change %
+9.41%
% of All Funds
4.03%
Holding in Top 10
15
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.33%
New
42
Increased
74
Reduced
44
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
UBS AM
151
UBS AM
Illinois
$41.8K +$4.41K +164 +12%
BlackRock
152
BlackRock
New York
$40K +$6.95K +258 +21%
RCA
153
Rowland Carmichael Advisors
Arizona
$39K
TF
154
Tompkins Financial
New York
$37K +$37K +1,360 New
DWM
155
Destination Wealth Management
California
$29K -$63K -2,368 -68%
SEI Investments
156
SEI Investments
Pennsylvania
$28K -$14.4K -652 -34%
BAM
157
Barrett Asset Management
New York
$27K +$27K +1,000 New
William Blair & Company
158
William Blair & Company
Illinois
$24K +$659 +24 +3%
CDIA
159
Capital Directions Investment Advisors
Georgia
$21K
OIA
160
OneDigital Investment Advisors
Kansas
$21K +$54 +2 +0.3%
SFSG
161
Stearns Financial Services Group
North Carolina
$16K +$1.97K +72 +14%
GAM
162
Gemmer Asset Management
California
$16K +$16K +602 New
GWM
163
Geneos Wealth Management
Colorado
$10K
CFA
164
Camarda Financial Advisors
Florida
$10K +$10K +388 New
Carson Wealth (CWM LLC)
165
Carson Wealth (CWM LLC)
Nebraska
$9K +$3.98K +146 +79%
FRA
166
Front Row Advisors
California
$8K
TCOV
167
Trust Company of Vermont
Vermont
$8K
BFC
168
Bedel Financial Consulting
Indiana
$7K +$7K +252 New
LPWM
169
Lake Point Wealth Management
Texas
$6K +$6K +216 New
PCMK
170
Paragon Capital Management (Kansas)
Kansas
$4K +$4K +150 New
JPMorgan Chase & Co
171
JPMorgan Chase & Co
New York
$4K +$4K +156 New
EFSCE
172
Enterprise Financial Services Corp (EFSC)
Missouri
$4K +$4K +156 New
SWA
173
Sutton Wealth Advisors
Florida
$3.01K
TFGT
174
TS Financial Group (TSFG)
Illinois
$3K +$3K +128 New
S
175
SignatureFD
Georgia
$2K