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Schwab Intermediately-Term US Treasury ETF

361 hedge funds and large institutions have $6.32B invested in Schwab Intermediately-Term US Treasury ETF in 2023 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 168 increasing their positions, 99 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
361
Holders Change
-8
Holders Change %
-2.17%
% of All Funds
5.69%
Holding in Top 10
22
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-15.38%
% of All Funds
0.35%
New
43
Increased
168
Reduced
99
Closed
49
Calls
$601K
Puts
$192K
Net Calls
+$409K
Net Calls Change
+$1.66M
Name Holding Trade Value Shares
Change
Shares
Change %
KSWA
151
Kathleen S. Wright Associates
Pennsylvania
$1.09M +$65K +2,636 +6%
FA
152
Fiduciary Alliance
South Carolina
$1.09M +$95.1K +3,858 +10%
VVP
153
Venture Visionary Partners
Ohio
$1.03M +$7.59K +308 +0.7%
WAM
154
WNY Asset Management
New York
$1.03M -$857K -34,782 -45%
SP
155
Successful Portfolios
Florida
$986K -$243K -9,870 -20%
PIMG
156
Patriot Investment Management Group
Tennessee
$943K -$15.2K -616 -2%
CFGS
157
Concourse Financial Group Securities
Alabama
$907K +$158K +6,394 +21%
CA
158
Cambridge Associates
Massachusetts
$906K -$71.6K -2,906 -7%
PP
159
PrairieView Partners
Minnesota
$880K -$308K -12,522 -26%
DE
160
Day & Ennis
Georgia
$820K -$32.7K -1,328 -4%
TVAMP
161
Tennessee Valley Asset Management Partners
Tennessee
$819K +$26K +1,056 +3%
RG
162
Retirement Group
California
$817K -$206K -8,378 -20%
SFC
163
SYM Financial Corp
Indiana
$814K +$3.5K +142 +0.4%
LNC
164
Lincoln National Corp
Pennsylvania
$812K +$367K +14,880 +82%
RJA
165
Raymond James & Associates
Florida
$741K +$6.6K +268 +0.9%
TIM
166
Tortoise Investment Management
New York
$741K -$114K -4,644 -13%
DAS
167
Dynamic Advisor Solutions
Arizona
$741K +$33.4K +1,356 +5%
DPI
168
Diversified Portfolios Inc
Michigan
$738K
RA
169
RFG Advisory
Alabama
$735K +$23.1K +938 +3%
MIA
170
Milestone Investment Advisors
Wisconsin
$724K +$245K +9,932 +51%
HFS
171
Horizon Financial Services
North Carolina
$722K +$19.1K +776 +3%
AA
172
Alesco Advisors
New York
$708K
NFW
173
Noble Family Wealth
Florida
$696K -$16.6K -672 -2%
ACM
174
Absolute Capital Management
Pennsylvania
$695K +$83.6K +3,394 +14%
SPC
175
Sigma Planning Corp
Michigan
$673K +$460K +18,662 +216%