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Schwab Intermediately-Term US Treasury ETF

202 hedge funds and large institutions have $3.52B invested in Schwab Intermediately-Term US Treasury ETF in 2019 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 85 increasing their positions, 49 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
202
Holders Change
+16
Holders Change %
+8.6%
% of All Funds
4.39%
Holding in Top 10
17
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+13.33%
% of All Funds
0.37%
New
35
Increased
85
Reduced
49
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MAM
151
Marquette Asset Management
Minnesota
$127K
NFG
152
Next Financial Group
Texas
$125K +$125K +4,536 New
TFS
153
TrustCore Financial Services
Tennessee
$112K +$112K +4,080 New
Fidelity Investments
154
Fidelity Investments
Massachusetts
$95K -$7.72K -280 -8%
AG
155
Advisor Group
Arizona
$88K -$942 -34 -1%
UBS AM
156
UBS AM
Illinois
$87.7K +$45K +1,636 +105%
PCM
157
Penserra Capital Management
California
$83K +$83K +3,046 New
UWM
158
USAdvisors Wealth Management
Minnesota
$77.5K +$77.5K +8,522 New
Deutsche Bank
159
Deutsche Bank
Germany
$60K
PFBT
160
Parkside Financial Bank & Trust
Missouri
$56K
CIA
161
Cascade Investment Advisors
Oregon
$46.7K +$46.7K +1,700 New
RCA
162
Rowland Carmichael Advisors
Arizona
$44K +$4.17K +150 +10%
BlackRock
163
BlackRock
New York
$43K +$2.35K +86 +6%
VCM
164
Vigilant Capital Management
Maine
$42K -$4.69K -172 -10%
TF
165
Tompkins Financial
New York
$37K
Fifth Third Bancorp
166
Fifth Third Bancorp
Ohio
$36K +$36K +1,308 New
SMG
167
Spectrum Management Group
Indiana
$31K +$31K +1,118 New
APA
168
American Portfolios Advisors
New York
$30.9K +$30.6K +1,114 +11,140%
CFGS
169
Concourse Financial Group Securities
Alabama
$28K -$42.6K -1,538 -60%
William Blair & Company
170
William Blair & Company
Illinois
$24K
Rockefeller Capital Management
171
Rockefeller Capital Management
New York
$24K +$24K +874 New
CDIA
172
Capital Directions Investment Advisors
Georgia
$22K
OIA
173
OneDigital Investment Advisors
Kansas
$21K +$54 +2 +0.3%
TCM
174
Tradewinds Capital Management
Washington
$17K -$30.1M -1,068,892 -100%
SFSG
175
Stearns Financial Services Group
North Carolina
$17K +$1.04K +38 +7%