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Schwab Intermediately-Term US Treasury ETF

372 hedge funds and large institutions have $6.86B invested in Schwab Intermediately-Term US Treasury ETF in 2024 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 158 increasing their positions, 126 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
372
Holders Change
-18
Holders Change %
-4.62%
% of All Funds
5.39%
Holding in Top 10
27
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.57%
% of All Funds
0.39%
New
38
Increased
158
Reduced
126
Closed
50
Calls
$152K
Puts
$221K
Net Calls
-$69K
Net Calls Change
-$79K
Name Holding Trade Value Shares
Change
Shares
Change %
TPI
151
Trust Point Inc
Wisconsin
$1.25M -$462K -18,854 -27%
Citadel Advisors
152
Citadel Advisors
Florida
$1.23M +$1.23M +50,192 New
PIWA
153
Prevail Innovative Wealth Advisors
Kansas
$1.21M +$1.21M +49,134 New
HCM
154
Hutchinson Capital Management
California
$1.18M -$89.7K -3,658 -7%
AMG
155
Asset Management Group
Connecticut
$1.17M +$6.87K +280 +0.6%
CAG
156
Csenge Advisory Group
Florida
$1.15M -$49.2K -2,008 -4%
BSB
157
Bangor Savings Bank
Maine
$1.14M -$12.9K -528 -1%
EFS
158
Econ Financial Services
Pennsylvania
$1.13M +$575K +23,438 +103%
VVP
159
Venture Visionary Partners
Ohio
$1.1M +$6.38K +260 +0.6%
RJFSA
160
Raymond James Financial Services Advisors
Florida
$1.09M -$136K -5,550 -11%
FIA
161
Foundations Investment Advisors
Arizona
$1.07M +$1.07M +43,606 New
TVAMP
162
Tennessee Valley Asset Management Partners
Tennessee
$1,000K -$900K -36,686 -47%
IWC
163
Integrated Wealth Concepts
Massachusetts
$997K -$1.07M -43,582 -52%
PS
164
Principal Securities
Iowa
$995K +$87.3K +3,558 +10%
AWM
165
Apollon Wealth Management
South Carolina
$972K -$218K -8,898 -18%
Janney Montgomery Scott
166
Janney Montgomery Scott
Pennsylvania
$939K -$5.12M -208,640 -84%
ES
167
ETF Store
Kansas
$925K +$7.85K +320 +0.9%
SAM
168
SignalPoint Asset Management
Missouri
$884K -$40.9K -1,668 -4%
NRI
169
NFP Retirement Inc
California
$875K +$4.12K +168 +0.5%
MWAM
170
Manhattan West Asset Management
California
$855K -$1.35M -55,058 -61%
CST
171
Charles Schwab Trust
Nevada
$848K +$96.4K +3,932 +13%
HFS
172
Horizon Financial Services
North Carolina
$840K -$286K -11,668 -25%
FG
173
Foster Group
Iowa
$820K -$193K -7,860 -19%
WAM
174
WNY Asset Management
New York
$755K -$67.9K -2,770 -8%
CFGS
175
Concourse Financial Group Securities
Alabama
$755K -$787K -32,092 -51%