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Schwab Intermediately-Term US Treasury ETF

261 hedge funds and large institutions have $2.08B invested in Schwab Intermediately-Term US Treasury ETF in 2020 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 117 increasing their positions, 65 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
261
Holders Change
+5
Holders Change %
+1.95%
% of All Funds
5.28%
Holding in Top 10
17
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.34%
New
27
Increased
117
Reduced
65
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
US Bancorp
176
US Bancorp
Minnesota
$260K -$704 -24 -0.3%
IC
177
Intersect Capital
California
$256K
WCM
178
Windham Capital Management
Massachusetts
$238K -$8.13M -277,756 -97%
TCM
179
Tradewinds Capital Management
Washington
$237K -$23.7M -806,624 -99%
HighTower Advisors
180
HighTower Advisors
Illinois
$222K +$222K +7,608 New
TIM
181
Tortoise Investment Management
New York
$207K -$30K -1,020 -13%
LA
182
LVW Advisors
New York
$206K -$6.91M -236,124 -97%
RG
183
Retirement Group
California
$203K +$32.1K +1,092 +19%
SC
184
Slow Capital
California
$201K -$33.1K -1,130 -14%
SIS
185
SVB Investment Services
Utah
$197K
KCM
186
Kathmere Capital Management
Pennsylvania
$184K -$25.5K -870 -12%
SFC
187
SYM Financial Corp
Indiana
$169K +$57.7K +1,964 +52%
William Blair & Company
188
William Blair & Company
Illinois
$165K +$60.3K +2,058 +58%
ONST
189
Old North State Trust
North Carolina
$160K -$2.37M -80,612 -94%
AF
190
Advisornet Financial
Minnesota
$144K -$8.91M -302,926 -98%
MAM
191
Marquette Asset Management
Minnesota
$136K
LFG
192
Larson Financial Group
Missouri
$133K +$9.09K +310 +7%
HR
193
Howe & Rusling
New York
$132K
NFG
194
Next Financial Group
Texas
$126K +$126K +4,300 New
SMG
195
Spectrum Management Group
Indiana
$117K
MPWT
196
MassMutual Private Wealth & Trust
Connecticut
$100K
AIP
197
Ameritas Investment Partners
Nebraska
$89K
CFFP
198
Center for Financial Planning
Michigan
$76K
GRP
199
Global Retirement Partners
California
$76K +$1.17K +40 +2%
LGWM
200
Litman Gregory Wealth Management
California
$70K