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Schwab Intermediately-Term US Treasury ETF

210 hedge funds and large institutions have $3.73B invested in Schwab Intermediately-Term US Treasury ETF in 2019 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 83 increasing their positions, 59 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
210
Holders Change
+8
Holders Change %
+3.96%
% of All Funds
4.61%
Holding in Top 10
19
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.76%
% of All Funds
0.42%
New
36
Increased
83
Reduced
59
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Northwestern Mutual Wealth Management
151
Northwestern Mutual Wealth Management
Wisconsin
$264K +$92.3K +3,324 +54%
DP
152
Denver PWM
Colorado
$259K -$5.62K -202 -2%
EWM
153
Empirical Wealth Management
Washington
$256K +$256K +9,218 New
IC
154
Intersect Capital
California
$253K +$253K +9,102 New
PFA
155
Pathway Financial Advisors
Vermont
$241K -$5.48K -200 -2%
PNC Financial Services Group
156
PNC Financial Services Group
Pennsylvania
$240K -$31.4K -1,126 -12%
VCM
157
Vigilant Capital Management
Maine
$240K +$197K +7,090 +460%
APG
158
Abacus Planning Group
South Carolina
$234K
HDIM
159
Hanson & Doremus Investment Management
Vermont
$221K +$2.67K +96 +1%
MSAM
160
Moloney Securities Asset Management
Missouri
$218K
AFP
161
Ausdal Financial Partners
Iowa
$210K +$835 +30 +0.4%
Fidelity Investments
162
Fidelity Investments
Massachusetts
$186K +$90.5K +3,264 +95%
US Bancorp
163
US Bancorp
Minnesota
$161K
Deutsche Bank
164
Deutsche Bank
Germany
$146K +$85.4K +3,084 +141%
LFG
165
Larson Financial Group
Missouri
$136K -$27.5K -988 -17%
MAM
166
Marquette Asset Management
Minnesota
$128K
NFG
167
Next Financial Group
Texas
$125K -$665 -24 -0.5%
OIA
168
Optimum Investment Advisors
Illinois
$111K -$61.1K -2,200 -35%
TAIM
169
TD Ameritrade Investment Management
Nebraska
$109K +$109K +3,940 New
UBS AM
170
UBS AM
Illinois
$101K +$12.7K +458 +14%
BlackRock
171
BlackRock
New York
$67K +$23K +824 +52%
PFBT
172
Parkside Financial Bank & Trust
Missouri
$57K
AIC
173
Ameritas Investment Company
Nebraska
$56K +$56K +2,016 New
CDIA
174
Capital Directions Investment Advisors
Georgia
$50K +$28.2K +1,020 +130%
RCA
175
Rowland Carmichael Advisors
Arizona
$44K