SCHR icon

Schwab Intermediately-Term US Treasury ETF

318 hedge funds and large institutions have $3.41B invested in Schwab Intermediately-Term US Treasury ETF in 2022 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 114 increasing their positions, 105 reducing their positions, and 38 closing their positions.

Holders
318
Holders Change
+4
Holders Change %
+1.27%
% of All Funds
5.03%
Holding in Top 10
20
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.26%
% of All Funds
0.32%
New
47
Increased
114
Reduced
105
Closed
38
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SF
151
Synovus Financial
Georgia
$713K +$15.2K +572 +2%
APC
152
Asset Planning Corporation
Tennessee
$675K -$10.4K -390 -2%
SBH
153
Segall Bryant & Hamill
Illinois
$655K +$655K +24,612 New
SW
154
Simplicity Wealth
New Jersey
$648K -$322K -12,100 -33%
BWM
155
Birchcreek Wealth Management
Ohio
$606K -$15.8K -592 -3%
FW
156
FirstPurpose Wealth
Utah
$597K +$155K +5,802 +35%
AF
157
Allworth Financial
California
$578K -$101K -3,800 -15%
SFC
158
SYM Financial Corp
Indiana
$572K +$186K +7,004 +48%
EAM
159
Evanson Asset Management
California
$568K +$1.01K +38 +0.2%
JWM
160
JFG Wealth Management
Colorado
$526K +$48.4K +1,818 +10%
VCP
161
Vista Capital Partners
Oregon
$508K +$15K +562 +3%
IWM
162
IHT Wealth Management
Illinois
$493K -$8.36K -314 -2%
AMG
163
Asset Management Group
Connecticut
$487K -$42.7K -1,602 -8%
VCM
164
Vision Capital Management
Oregon
$483K -$46.4K -1,744 -9%
SWM
165
Silverlake Wealth Management
Vermont
$482K +$482K +18,120 New
PCWA
166
Pacific Capital Wealth Advisors
California
$479K -$3.3K -124 -0.7%
SGCA
167
Steel Grove Capital Advisors
Tennessee
$469K
ZF
168
Zhang Financial
Michigan
$466K +$229K +8,576 +96%
I2I
169
Insight 2811 Inc
Illinois
$452K -$839K -31,508 -65%
RW
170
REDW Wealth
New Mexico
$448K -$18.9K -712 -4%
RI
171
Ridgewood Investments
New Jersey
$442K +$13.3K +500 +3%
Comerica Bank
172
Comerica Bank
Texas
$438K +$2.8K +108 +0.6%
RFG
173
Range Financial Group
Oregon
$429K -$39.8K -1,492 -8%
NRI
174
NFP Retirement Inc
California
$426K +$33.8K +1,270 +9%
AC
175
Apella Capital
Connecticut
$421K