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Schwab Intermediately-Term US Treasury ETF

314 hedge funds and large institutions have $2.52B invested in Schwab Intermediately-Term US Treasury ETF in 2021 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 112 increasing their positions, 95 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
314
Holders Change
+18
Holders Change %
+6.08%
% of All Funds
4.85%
Holding in Top 10
19
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+18.75%
% of All Funds
0.29%
New
57
Increased
112
Reduced
95
Closed
34
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
ASN
151
Advisory Services Network
Georgia
$571K -$154K -5,506 -21%
VCM
152
Vision Capital Management
Oregon
$558K -$5.39K -192 -1%
AMG
153
Asset Management Group
Connecticut
$558K +$1.74K +62 +0.3%
Millennium Management
154
Millennium Management
New York
$530K +$530K +18,864 New
IWM
155
IHT Wealth Management
Illinois
$529K -$1.74K -62 -0.3%
VCP
156
Vista Capital Partners
Oregon
$520K -$56.1K -2,000 -10%
AIP
157
Almanack Investment Partners
Pennsylvania
$517K -$113K -4,022 -18%
PCWA
158
Pacific Capital Wealth Advisors
California
$508K +$224 +8 +0%
MFG
159
MidWestOne Financial Group
Iowa
$507K
JWM
160
JFG Wealth Management
Colorado
$504K +$1.97K +70 +0.4%
SGCA
161
Steel Grove Capital Advisors
Tennessee
$495K
RFG
162
Range Financial Group
Oregon
$494K +$5.45K +194 +1%
RW
163
REDW Wealth
New Mexico
$493K +$3.65K +130 +0.7%
LGWM
164
Litman Gregory Wealth Management
California
$474K +$474K +16,890 New
FW
165
FirstPurpose Wealth
Utah
$466K +$466K +16,604 New
Comerica Bank
166
Comerica Bank
Texas
$464K +$37.1K +1,342 +9%
GP
167
Greenline Partners
New York
$462K +$78.2K +2,786 +20%
RI
168
Ridgewood Investments
New Jersey
$452K +$21K +750 +5%
US Bancorp
169
US Bancorp
Minnesota
$447K +$44.7K +1,594 +11%
RWA
170
RGT Wealth Advisors
Texas
$447K +$447K +15,940 New
AC
171
Apella Capital
Connecticut
$443K -$7.74K -276 -2%
BCM
172
Brookstone Capital Management
Illinois
$441K -$14.9K -538 -3%
ULWM
173
Upper Left Wealth Management
Florida
$440K +$440K +15,684 New
JFG
174
JMG Financial Group
Illinois
$438K +$5.22K +186 +1%
APA
175
American Portfolios Advisors
New York
$422K -$26.6K -946 -6%