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Schwab Intermediately-Term US Treasury ETF

237 hedge funds and large institutions have $3.71B invested in Schwab Intermediately-Term US Treasury ETF in 2019 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 83 increasing their positions, 63 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
237
Holders Change
+27
Holders Change %
+12.86%
% of All Funds
4.68%
Holding in Top 10
17
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10.53%
% of All Funds
0.34%
New
58
Increased
83
Reduced
63
Closed
28
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SBL
151
Sargent Bickham Lagudis
Colorado
$271K -$1.65K -60 -0.6%
BAM
152
Barrett Asset Management
New York
$271K
A
153
AdvicePeriod
California
$268K
DP
154
Denver PWM
Colorado
$267K +$10.1K +368 +4%
SGCA
155
Steel Grove Capital Advisors
Tennessee
$266K
Northwestern Mutual Wealth Management
156
Northwestern Mutual Wealth Management
Wisconsin
$266K +$5.21K +190 +2%
PNC Financial Services Group
157
PNC Financial Services Group
Pennsylvania
$256K +$20.8K +762 +9%
IC
158
Intersect Capital
California
$250K
AFP
159
Ausdal Financial Partners
Iowa
$248K +$36.9K +1,320 +17%
SAG
160
Spotlight Asset Group
Illinois
$246K +$246K +8,400 New
TSS
161
Two Sigma Securities
New York
$246K +$246K +8,964 New
GVAG
162
Great Valley Advisor Group
Delaware
$245K -$163K -5,984 -40%
PFA
163
Pathway Financial Advisors
Vermont
$244K
DS
164
DRW Securities
Illinois
$244K +$244K +8,890 New
CIC
165
Carnegie Investment Counsel
Ohio
$243K -$36.3K -1,324 -13%
APG
166
Abacus Planning Group
South Carolina
$231K
AWE
167
Avidian Wealth Enterprises
Texas
$223K +$223K +8,132 New
HDIM
168
Hanson & Doremus Investment Management
Vermont
$221K +$2.97K +108 +1%
Deutsche Bank
169
Deutsche Bank
Germany
$211K +$66.7K +2,438 +46%
RI
170
Ridgewood Investments
New Jersey
$206K +$206K +7,514 New
HI
171
Hudock Inc
Pennsylvania
$180K -$204K -7,450 -53%
RG
172
Retirement Group
California
$176K +$176K +6,394 New
SIS
173
SVB Investment Services
Utah
$149K +$149K +5,408 New
Fidelity Investments
174
Fidelity Investments
Massachusetts
$135K -$49.8K -1,808 -27%
SBSB
175
Sullivan, Bruyette, Speros & Blaney
Virginia
$134K -$318K -11,582 -70%