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Schwab Intermediately-Term US Treasury ETF

294 hedge funds and large institutions have $2.91B invested in Schwab Intermediately-Term US Treasury ETF in 2021 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 112 increasing their positions, 90 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
294
Holders Change
+1
Holders Change %
+0.34%
% of All Funds
5.18%
Holding in Top 10
17
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-26.09%
% of All Funds
0.3%
New
41
Increased
112
Reduced
90
Closed
37
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
WOSD
151
WFA of San Diego
California
$544K -$84.7K -3,002 -13%
CMP
152
Courage Miller Partners
Virginia
$539K -$4.8K -170 -0.9%
MFG
153
MidWestOne Financial Group
Iowa
$509K -$495K -17,560 -49%
Comerica Bank
154
Comerica Bank
Texas
$500K +$5.23K +184 +1%
PP
155
PrairieView Partners
Minnesota
$498K -$38.8K -1,374 -7%
SBH
156
Segall Bryant & Hamill
Illinois
$494K +$8.11K +288 +2%
RW
157
REDW Wealth
New Mexico
$491K +$8.52K +302 +2%
FPWM
158
FSB Premier Wealth Management
Iowa
$482K -$451K -16,038 -48%
Goldman Sachs
159
Goldman Sachs
New York
$478K +$478K +16,956 New
APA
160
American Portfolios Advisors
New York
$475K +$466K +16,522 +5,099%
MA
161
MONECO Advisors
Connecticut
$474K +$474K +16,788 New
GCA
162
Genesee Capital Advisors
New York
$461K -$1.01K -36 -0.2%
COF
163
Capital One Financial
Virginia
$460K -$70.2K -2,490 -13%
SCM
164
Stonehearth Capital Management
Massachusetts
$458K -$8.8K -312 -2%
FCA
165
FLC Capital Advisors
California
$452K +$452K +16,030 New
RJFSA
166
Raymond James Financial Services Advisors
Florida
$440K -$7.84K -278 -2%
DP
167
Denver PWM
Colorado
$437K +$437K +14,880 New
JFG
168
JMG Financial Group
Illinois
$435K
RRC
169
Relaxing Retirement Coach
Massachusetts
$410K -$408K -14,480 -50%
RFG
170
Range Financial Group
Oregon
$396K +$396K +14,024 New
US Bancorp
171
US Bancorp
Minnesota
$377K -$15.8K -560 -4%
JWM
172
JFG Wealth Management
Colorado
$373K +$51.8K +1,834 +16%
NCM
173
Northwest Capital Management
Oregon
$367K
CAI
174
Capital Advisors Inc
Oklahoma
$362K +$362K +12,828 New
DBT
175
Dubuque Bank & Trust
Iowa
$355K