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Schwab Intermediately-Term US Treasury ETF

251 hedge funds and large institutions have $3.71B invested in Schwab Intermediately-Term US Treasury ETF in 2020 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 77 increasing their positions, 86 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
251
Holders Change
+14
Holders Change %
+5.91%
% of All Funds
5.54%
Holding in Top 10
26
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+52.94%
% of All Funds
0.57%
New
52
Increased
77
Reduced
86
Closed
34
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MAM
176
Marquette Asset Management
Minnesota
$136K
HR
177
Howe & Rusling
New York
$133K +$133K +4,510 New
SL
178
Savior LLC
Massachusetts
$130K -$1.05M -35,692 -89%
MPWT
179
MassMutual Private Wealth & Trust
Connecticut
$127K -$921K -31,270 -88%
LFG
180
Larson Financial Group
Missouri
$123K -$16.1K -550 -12%
NFG
181
Next Financial Group
Texas
$119K -$15.1K -512 -11%
SMG
182
Spectrum Management Group
Indiana
$117K
CFA
183
Carroll Financial Associates
North Carolina
$109K +$109K +3,730 New
SIS
184
SVB Investment Services
Utah
$107K -$52.4K -1,778 -33%
HI
185
Human Investing
Oregon
$93K -$442K -15,078 -83%
AIP
186
Ameritas Investment Partners
Nebraska
$89K +$89K +3,046 New
CFFP
187
Center for Financial Planning
Michigan
$79K +$2.76K +94 +4%
CIAS
188
CBIZ Investment Advisory Services
Ohio
$73K -$68K
LGWM
189
Litman Gregory Wealth Management
California
$70K -$42.2K -1,440 -38%
BlackRock
190
BlackRock
New York
$67K -$13.8K -470 -17%
AIC
191
Ameritas Investment Company
Nebraska
$62K +$62K +2,126 New
PFBT
192
Parkside Financial Bank & Trust
Missouri
$60K
NG
193
NWK Group
California
$52K +$23.7K +802 +84%
PCM
194
Penserra Capital Management
California
$48K +$48K +1,656 New
HNB
195
Huntington National Bank
Ohio
$46K
DI
196
Disciplined Investments
Oklahoma
$45K -$2.02K -68 -4%
CIA
197
Cascade Investment Advisors
Oregon
$44.1K
APA
198
American Portfolios Advisors
New York
$42.5K +$36.1K +1,228 +563%
BAM
199
Bellevue Asset Management
Washington
$42K -$34.7K -1,180 -45%
OIA
200
Optimum Investment Advisors
Illinois
$41K -$76.1K -2,600 -65%