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Schwab Intermediately-Term US Treasury ETF

287 hedge funds and large institutions have $2.41B invested in Schwab Intermediately-Term US Treasury ETF in 2021 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 116 increasing their positions, 85 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
287
Holders Change
-7
Holders Change %
-2.38%
% of All Funds
5.01%
Holding in Top 10
16
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.88%
% of All Funds
0.28%
New
31
Increased
116
Reduced
85
Closed
34
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CMP
151
Courage Miller Partners
Virginia
$483K -$60.4K -2,122 -11%
Barclays
152
Barclays
United Kingdom
$470K +$470K +16,518 New
AC
153
Apella Capital
Connecticut
$469K +$469K +16,508 New
COF
154
Capital One Financial
Virginia
$464K -$455 -16 -0.1%
BAM
155
Barrett Asset Management
New York
$453K +$131K +4,600 +41%
Comerica Bank
156
Comerica Bank
Texas
$451K -$53.3K -1,860 -11%
RFG
157
Range Financial Group
Oregon
$451K +$51.8K +1,820 +13%
APA
158
American Portfolios Advisors
New York
$446K -$33.2K -1,168 -7%
DIM
159
Delta Investment Management
California
$441K +$441K +15,494 New
JFG
160
JMG Financial Group
Illinois
$439K
MA
161
MONECO Advisors
Connecticut
$433K -$43.9K -1,544 -9%
RJFSA
162
Raymond James Financial Services Advisors
Florida
$427K -$17.3K -608 -4%
JFGLC
163
Johnson Financial Group LLC (Colorado)
Colorado
$408K +$77.1K +2,712 +23%
FPWM
164
FSB Premier Wealth Management
Iowa
$395K -$90.7K -3,198 -19%
PCWA
165
Pacific Capital Wealth Advisors
California
$393K +$393K +13,834 New
JWM
166
JFG Wealth Management
Colorado
$389K +$12.8K +448 +3%
US Bancorp
167
US Bancorp
Minnesota
$380K
RRC
168
Relaxing Retirement Coach
Massachusetts
$379K -$34K -1,198 -8%
SCM
169
Stonehearth Capital Management
Massachusetts
$375K -$86.6K -3,046 -19%
HI
170
Harbour Investments
Wisconsin
$371K +$90K +3,168 +32%
RI
171
Ridgewood Investments
New Jersey
$370K +$22.5K +790 +6%
SW
172
SteelPeak Wealth
California
$368K +$35.8K +1,258 +11%
UCFA
173
United Capital Financial Advisors
Texas
$361K +$38.6K +1,356 +12%
HighTower Advisors
174
HighTower Advisors
Illinois
$353K +$95.8K +3,374 +37%
Fidelity Investments
175
Fidelity Investments
Massachusetts
$346K +$11.7K +412 +4%