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Schwab Intermediately-Term US Treasury ETF

210 hedge funds and large institutions have $3.73B invested in Schwab Intermediately-Term US Treasury ETF in 2019 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 83 increasing their positions, 59 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
210
Holders Change
+8
Holders Change %
+3.96%
% of All Funds
4.61%
Holding in Top 10
19
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.76%
% of All Funds
0.42%
New
36
Increased
83
Reduced
59
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
LFG
176
LifePlan Financial Group
Ohio
$42K +$42K +1,524 New
CIA
177
Cascade Investment Advisors
Oregon
$41.7K -$5.56K -200 -12%
TF
178
Tompkins Financial
New York
$38K
FA
179
Financial Advantage
Maryland
$32K +$32K +1,160 New
Rockefeller Capital Management
180
Rockefeller Capital Management
New York
$24K
William Blair & Company
181
William Blair & Company
Illinois
$24K
IA
182
IFP Advisors
Florida
$23K +$23K +840 New
HR
183
Howe & Rusling
New York
$21K +$21K +750 New
SMG
184
Spectrum Management Group
Indiana
$20K -$10.9K -394 -35%
SFSG
185
Stearns Financial Services Group
North Carolina
$17K +$109 +4 +0.6%
EI
186
Ellevest Inc
New York
$13K +$13K +468 New
GWM
187
Geneos Wealth Management
Colorado
$12K
JPLA
188
Joseph P. Lucia & Associates
New York
$10K
Carson Wealth (CWM LLC)
189
Carson Wealth (CWM LLC)
Nebraska
$9K
FRA
190
Front Row Advisors
California
$8K
BFC
191
Bedel Financial Consulting
Indiana
$7K +$55 +2 +0.8%
FAAS
192
First Allied Advisory Services
California
$7K +$7K +240 New
APA
193
American Portfolios Advisors
New York
$6K -$25.2K -908 -81%
WT
194
Whittier Trust
California
$6K +$6K +198 New
TCOV
195
Trust Company of Vermont
Vermont
$5K
TFGT
196
TS Financial Group (TSFG)
Illinois
$4K
EFSCE
197
Enterprise Financial Services Corp (EFSC)
Missouri
$4K
SWA
198
Sutton Wealth Advisors
Florida
$3.11K
BEI
199
Benjamin Edwards Inc
Missouri
$2K
FMP
200
Financial Management Professionals
Texas
$2K