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Schwab Intermediately-Term US Treasury ETF

293 hedge funds and large institutions have $2.82B invested in Schwab Intermediately-Term US Treasury ETF in 2020 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 113 increasing their positions, 81 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
293
Holders Change
+32
Holders Change %
+12.26%
% of All Funds
5.2%
Holding in Top 10
23
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+35.29%
% of All Funds
0.41%
New
54
Increased
113
Reduced
81
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
FI
151
FormulaFolio Investments
Michigan
$570K +$134K +4,604 +31%
CFGS
152
Concourse Financial Group Securities
Alabama
$570K +$570K +19,592 New
CMP
153
Courage Miller Partners
Virginia
$561K -$75.9K -2,606 -12%
PP
154
PrairieView Partners
Minnesota
$554K -$29.2K -1,002 -5%
RA
155
RFG Advisory
Alabama
$553K +$553K +19,140 New
BFEC
156
Benjamin F. Edwards & Company
Missouri
$552K +$126K +4,340 +30%
COF
157
Capital One Financial
Virginia
$548K +$82.1K +2,818 +18%
Comerica Bank
158
Comerica Bank
Texas
$504K +$10.5K +362 +2%
SBH
159
Segall Bryant & Hamill
Illinois
$502K -$11.6K -400 -2%
RW
160
REDW Wealth
New Mexico
$498K +$117K +4,022 +31%
SCM
161
Stonehearth Capital Management
Massachusetts
$482K +$482K +16,554 New
BAM
162
Barrett Asset Management
New York
$479K -$175K -6,000 -27%
GCA
163
Genesee Capital Advisors
New York
$477K +$163K +5,620 +52%
RJFSA
164
Raymond James Financial Services Advisors
Florida
$463K -$726K -24,930 -61%
VCM
165
Vision Capital Management
Oregon
$462K +$41.3K +1,420 +10%
IAA
166
Independent Advisor Alliance
North Carolina
$460K
Bank of New York Mellon
167
Bank of New York Mellon
New York
$455K +$455K +15,632 New
JFG
168
JMG Financial Group
Illinois
$449K
PIMG
169
Patriot Investment Management Group
Tennessee
$448K -$1.1M -37,764 -71%
SW
170
SteelPeak Wealth
California
$427K -$6.75K -232 -2%
GVAG
171
Great Valley Advisor Group
Delaware
$413K +$10K +344 +2%
US Bancorp
172
US Bancorp
Minnesota
$406K +$148K +5,068 +57%
ASN
173
Advisory Services Network
Georgia
$384K -$230K -7,902 -37%
TW
174
Towerpoint Wealth
California
$378K -$28.2K -970 -7%
NCM
175
Northwest Capital Management
Oregon
$378K