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Schwab Intermediately-Term US Treasury ETF

293 hedge funds and large institutions have $2.82B invested in Schwab Intermediately-Term US Treasury ETF in 2020 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 113 increasing their positions, 81 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
293
Holders Change
+32
Holders Change %
+12.26%
% of All Funds
5.2%
Holding in Top 10
23
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+35.29%
% of All Funds
0.41%
New
54
Increased
113
Reduced
81
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
JFGLC
176
Johnson Financial Group LLC (Colorado)
Colorado
$375K -$66.6K -2,288 -15%
DBT
177
Dubuque Bank & Trust
Iowa
$367K +$367K +12,596 New
KF
178
Krilogy Financial
Missouri
$361K +$46.3K +1,592 +15%
OIA
179
OneDigital Investment Advisors
Kansas
$351K -$111K -3,816 -24%
BWM
180
BCS Wealth Management
Tennessee
$342K -$28.6K -982 -8%
UCFA
181
United Capital Financial Advisors
Texas
$334K +$10.7K +368 +3%
JWM
182
JFG Wealth Management
Colorado
$331K +$2.39K +82 +0.7%
CFA
183
Carroll Financial Associates
North Carolina
$328K -$161K -5,532 -33%
Fidelity Investments
184
Fidelity Investments
Massachusetts
$326K -$23K -790 -7%
VCM
185
Versant Capital Management
Arizona
$321K +$116 +4 +0%
SBL
186
Sargent Bickham Lagudis
Colorado
$314K +$1.28K +44 +0.4%
NFG
187
Next Financial Group
Texas
$310K +$185K +6,348 +148%
DWT
188
Dorsey & Whitney Trust
South Dakota
$294K +$294K +10,102 New
SGCA
189
Steel Grove Capital Advisors
Tennessee
$282K
WP
190
WealthSource Partners
California
$281K +$1.75K +60 +0.6%
RJA
191
Raymond James & Associates
Florida
$275K +$5.17K +178 +2%
RG
192
Retirement Group
California
$275K +$73.9K +2,540 +37%
MA
193
MCF Advisors
Kentucky
$273K -$28.2K -968 -9%
PNC Financial Services Group
194
PNC Financial Services Group
Pennsylvania
$273K
NRI
195
NFP Retirement Inc
California
$256K +$256K +8,810 New
BDFN
196
Bond & Devick Financial Network
Minnesota
$255K +$255K +8,768 New
IC
197
Intersect Capital
California
$254K
HighTower Advisors
198
HighTower Advisors
Illinois
$249K +$28.2K +972 +13%
WCM
199
Windham Capital Management
Massachusetts
$245K +$7.99K +274 +3%
HDIM
200
Hanson & Doremus Investment Management
Vermont
$232K -$68.4K -2,352 -23%