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Schwab Intermediately-Term US Treasury ETF

294 hedge funds and large institutions have $2.91B invested in Schwab Intermediately-Term US Treasury ETF in 2021 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 112 increasing their positions, 90 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
294
Holders Change
+1
Holders Change %
+0.34%
% of All Funds
5.18%
Holding in Top 10
17
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-26.09%
% of All Funds
0.3%
New
41
Increased
112
Reduced
90
Closed
37
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
RI
176
Ridgewood Investments
New Jersey
$345K +$345K +12,222 New
IAN
177
Integrated Advisors Network
Texas
$333K +$333K +11,818 New
Fidelity Investments
178
Fidelity Investments
Massachusetts
$332K +$15.7K +556 +5%
IAA
179
Independent Advisor Alliance
North Carolina
$331K -$115K -4,066 -26%
KF
180
Krilogy Financial
Missouri
$331K -$18.8K -666 -5%
VCM
181
Versant Capital Management
Arizona
$330K +$18.3K +648 +6%
SW
182
SteelPeak Wealth
California
$329K -$84.5K -2,998 -20%
JFGLC
183
Johnson Financial Group LLC (Colorado)
Colorado
$328K -$35.3K -1,252 -10%
KAS
184
Kestra Advisory Services
Texas
$327K -$2.21M -78,198 -87%
BWM
185
BCS Wealth Management
Tennessee
$322K -$9.26K -328 -3%
UCFA
186
United Capital Financial Advisors
Texas
$320K -$3.95K -140 -1%
BAM
187
Barrett Asset Management
New York
$319K -$144K -5,120 -31%
RJA
188
Raymond James & Associates
Florida
$309K +$41.7K +1,478 +16%
GG
189
GenWealth Group
New Jersey
$293K +$293K +10,394 New
GVAG
190
Great Valley Advisor Group
Delaware
$289K -$112K -3,958 -28%
DWT
191
Dorsey & Whitney Trust
South Dakota
$285K
HI
192
Harbour Investments
Wisconsin
$279K +$279K +9,886 New
SBL
193
Sargent Bickham Lagudis
Colorado
$278K -$26.4K -936 -9%
OIA
194
OneDigital Investment Advisors
Kansas
$274K -$66.3K -2,346 -19%
Susquehanna International Group
195
Susquehanna International Group
Pennsylvania
$268K +$268K +9,494 New
RG
196
Retirement Group
California
$261K -$5.88K -208 -2%
HighTower Advisors
197
HighTower Advisors
Illinois
$254K +$13.3K +474 +6%
CIAS
198
Capital Investment Advisory Services
North Carolina
$253K -$885K -31,348 -78%
IC
199
Intersect Capital
California
$247K
BDFN
200
Bond & Devick Financial Network
Minnesota
$247K