SCHR icon

Schwab Intermediately-Term US Treasury ETF

256 hedge funds and large institutions have $2B invested in Schwab Intermediately-Term US Treasury ETF in 2020 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 89 increasing their positions, 85 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
256
Holders Change
+5
Holders Change %
+1.99%
% of All Funds
5.26%
Holding in Top 10
17
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-34.62%
% of All Funds
0.35%
New
35
Increased
89
Reduced
85
Closed
28
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SC
176
Slow Capital
California
$235K -$3.47K -118 -1%
GCA
177
Genesee Capital Advisors
New York
$227K +$646 +22 +0.3%
HDIM
178
Hanson & Doremus Investment Management
Vermont
$224K -$12.6K -428 -5%
Prudential Financial
179
Prudential Financial
New Jersey
$213K -$77.3K -2,632 -27%
KCM
180
Kathmere Capital Management
Pennsylvania
$210K -$8.3M -282,654 -98%
Fidelity Investments
181
Fidelity Investments
Massachusetts
$209K -$64K -2,182 -23%
SIS
182
SVB Investment Services
Utah
$197K +$90.3K +3,070 +85%
RG
183
Retirement Group
California
$171K +$171K +5,816 New
MAM
184
Marquette Asset Management
Minnesota
$136K
HR
185
Howe & Rusling
New York
$133K
LFG
186
Larson Financial Group
Missouri
$124K +$997 +34 +0.8%
SMG
187
Spectrum Management Group
Indiana
$117K
SFC
188
SYM Financial Corp
Indiana
$111K +$110K +3,760 +14,462%
William Blair & Company
189
William Blair & Company
Illinois
$105K +$80K +2,724 +320%
MPWT
190
MassMutual Private Wealth & Trust
Connecticut
$101K -$26.3K -890 -21%
CFD
191
Creative Financial Designs
Indiana
$95K +$95K +3,216 New
AIP
192
Ameritas Investment Partners
Nebraska
$89K
CFFP
193
Center for Financial Planning
Michigan
$76K -$2.75K -94 -3%
GRP
194
Global Retirement Partners
California
$75K +$67.3K +2,296 +870%
LGWM
195
Litman Gregory Wealth Management
California
$70K
BFIM
196
Beese Fulmer Investment Management
Ohio
$70K +$70K +2,380 New
SL
197
Savior LLC
Massachusetts
$65K -$65.8K -2,226 -50%
PFBT
198
Parkside Financial Bank & Trust
Missouri
$60K
IA
199
IFP Advisors
Florida
$57K -$5.29M -179,582 -99%
BlackRock
200
BlackRock
New York
$53K -$14.2K -484 -21%