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Schwab Intermediately-Term US Treasury ETF

261 hedge funds and large institutions have $2.08B invested in Schwab Intermediately-Term US Treasury ETF in 2020 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 117 increasing their positions, 65 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
261
Holders Change
+5
Holders Change %
+1.95%
% of All Funds
5.28%
Holding in Top 10
17
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.34%
New
27
Increased
117
Reduced
65
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
VCM
151
Vision Capital Management
Oregon
$424K -$95.9K -3,270 -18%
TW
152
Towerpoint Wealth
California
$410K
GVAG
153
Great Valley Advisor Group
Delaware
$404K +$1.75K +60 +0.4%
RW
154
REDW Wealth
New Mexico
$384K +$646 +22 +0.2%
NCM
155
Northwest Capital Management
Oregon
$381K +$15.5K +528 +4%
BWM
156
BCS Wealth Management
Tennessee
$373K
TFS
157
TrustCore Financial Services
Tennessee
$362K -$30.5K -1,040 -8%
Fidelity Investments
158
Fidelity Investments
Massachusetts
$352K +$143K +4,880 +69%
Susquehanna International Group
159
Susquehanna International Group
Pennsylvania
$351K +$4.05K +138 +1%
KAS
160
Kestra Advisory Services
Texas
$343K +$343K +194 New
PAS
161
Park Avenue Securities
New York
$341K +$341K +11,624 New
JWM
162
JFG Wealth Management
Colorado
$332K +$54.9K +1,870 +20%
UCFA
163
United Capital Financial Advisors
Texas
$326K +$46.1K +1,570 +16%
VCM
164
Versant Capital Management
Arizona
$323K -$8.49K -290 -3%
KF
165
Krilogy Financial
Missouri
$317K -$21.6K -736 -6%
SBL
166
Sargent Bickham Lagudis
Colorado
$316K +$29.4K +1,000 +10%
GCA
167
Genesee Capital Advisors
New York
$316K +$89.2K +3,042 +39%
IA
168
IFP Advisors
Florida
$310K +$253K +8,644 +447%
MA
169
MCF Advisors
Kentucky
$304K +$8.05K +274 +3%
HDIM
170
Hanson & Doremus Investment Management
Vermont
$303K +$79.5K +2,710 +36%
SGCA
171
Steel Grove Capital Advisors
Tennessee
$284K
WP
172
WealthSource Partners
California
$281K -$438K -14,960 -61%
CIA
173
Compass Ion Advisors
Pennsylvania
$278K -$140K -4,780 -34%
PNC Financial Services Group
174
PNC Financial Services Group
Pennsylvania
$274K
RJA
175
Raymond James & Associates
Florida
$272K -$5.1K -174 -2%