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Schwab Intermediately-Term US Treasury ETF

186 hedge funds and large institutions have $3.09B invested in Schwab Intermediately-Term US Treasury ETF in 2019 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 74 increasing their positions, 44 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
186
Holders Change
+16
Holders Change %
+9.41%
% of All Funds
4.03%
Holding in Top 10
15
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.33%
New
42
Increased
74
Reduced
44
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
FMP
176
Financial Management Professionals
Texas
$2K
WT
177
Whittier Trust
California
$2K +$2K +88 New
AIM
178
Anchor Investment Management
South Carolina
$1.24K
AF
179
Advisornet Financial
Minnesota
$1K -$2.46K -64 -71%
GEA
180
Glen Eagle Advisors
New Jersey
$376
APA
181
American Portfolios Advisors
New York
$269 -$71K -2,638 -100%
MAU
182
MRA Associates USA
Arizona
$269
HCM
183
Hilton Capital Management
New York
-$25M -943,220 Closed
BC
184
Brinker Capital
Pennsylvania
-$3.36M -126,778 Closed
Bank of New York Mellon
185
Bank of New York Mellon
New York
-$1.38M -51,978 Closed
AI
186
Atria Investments
North Carolina
-$1.1M -41,502 Closed
Lido Advisors
187
Lido Advisors
California
-$1.08M -40,910 Closed
IA
188
IFP Advisors
Florida
-$514K -19,454 Closed
AWA
189
Arete Wealth Advisors
Illinois
-$512K -19,344 Closed
SS
190
Simplicity Solutions
Minnesota
-$297K -11,228 Closed
WCM
191
Weatherstone Capital Management
Colorado
-$242K -9,348 Closed
PFG
192
Piershale Financial Group
Illinois
-$243K -9,180 Closed
JFGLC
193
Johnson Financial Group LLC (Colorado)
Colorado
-$229K -8,660 Closed
GVAG
194
Great Valley Advisor Group
Delaware
-$1.41M -8,286 Closed
NFG
195
Next Financial Group
Texas
-$117K -4,406 Closed
SQA
196
Simon Quick Advisors
New Jersey
-$101K -3,820 Closed
RWA
197
River Wealth Advisors
Pennsylvania
-$51K -1,914 Closed
Fifth Third Bancorp
198
Fifth Third Bancorp
Ohio
-$25K -960 Closed
MOS
199
MGO One Seven
Ohio
-$20K -764 Closed
PG
200
Patten Group
Tennessee
-$14K -530 Closed