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Schwab Intermediately-Term US Treasury ETF

330 hedge funds and large institutions have $7.08B invested in Schwab Intermediately-Term US Treasury ETF in 2022 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 111 increasing their positions, 121 reducing their positions, and 34 closing their positions.

Holders
330
Holders Change
+10
Holders Change %
+3.13%
% of All Funds
5.71%
Holding in Top 10
26
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8.33%
% of All Funds
0.45%
New
46
Increased
111
Reduced
121
Closed
34
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
RP
151
Riverwater Partners
Wisconsin
$827K -$46.2K -1,878 -5%
VWA
152
V Wealth Advisors
Kansas
$827K -$393 -16 -0%
SFC
153
SYM Financial Corp
Indiana
$764K +$92.2K +3,752 +14%
HighTower Advisors
154
HighTower Advisors
Illinois
$764K +$558K +22,726 +271%
CST
155
Charles Schwab Trust
Nevada
$749K +$458K +18,660 +158%
LAIC
156
Lederer & Associates Investment Counsel
California
$723K -$111K -4,508 -13%
FA
157
Fagan Associates
New York
$721K +$49 +2 +0%
EWA
158
EverSource Wealth Advisors
Alabama
$697K -$815K -33,100 -54%
AA
159
Alesco Advisors
New York
$676K -$38.8K -1,580 -5%
SFA
160
Seneca Financial Advisors
New York
$674K -$1.93M -78,540 -74%
RIM
161
Rockbridge Investment Management
New York
$670K +$1.18K +48 +0.2%
SF
162
Synovus Financial
Georgia
$657K -$23.4K -952 -3%
TVAMP
163
Tennessee Valley Asset Management Partners
Tennessee
$628K +$628K +25,560 New
HFS
164
Horizon Financial Services
North Carolina
$618K -$42.9K -1,748 -6%
SBH
165
Segall Bryant & Hamill
Illinois
$604K -$24.3K -992 -4%
TCM
166
Twele Capital Management
Minnesota
$591K -$104K -4,242 -15%
GG
167
GenWealth Group
New Jersey
$570K +$328K +13,346 +136%
SEA
168
Stegent Equity Advisors
Texas
$560K
IWM
169
IHT Wealth Management
Illinois
$560K +$104K +4,244 +23%
IGWM
170
ICA Group Wealth Management
Colorado
$525K -$20K -816 -4%
WWM
171
Western Wealth Management
Colorado
$524K +$524K +21,216 New
HWM
172
HB Wealth Management
Georgia
$523K -$57.5K -2,336 -10%
CFD
173
Creative Financial Designs
Indiana
$508K +$28.3K +1,154 +6%
DPI
174
Diversified Portfolios Inc
Michigan
$505K -$238K -9,694 -32%
JWS
175
Juncture Wealth Strategies
Arizona
$503K -$933 -38 -0.2%