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Schwab Intermediately-Term US Treasury ETF

296 hedge funds and large institutions have $2.91B invested in Schwab Intermediately-Term US Treasury ETF in 2021 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 119 increasing their positions, 84 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
296
Holders Change
+9
Holders Change %
+3.14%
% of All Funds
5.2%
Holding in Top 10
16
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.28%
New
33
Increased
119
Reduced
84
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
OIA
176
OneDigital Investment Advisors
Kansas
$348K +$51.8K +1,828 +18%
MA
177
MONECO Advisors
Connecticut
$338K -$94.5K -3,330 -22%
IAA
178
Independent Advisor Alliance
North Carolina
$332K
RJA
179
Raymond James & Associates
Florida
$330K +$11.2K +396 +4%
GVAG
180
Great Valley Advisor Group
Delaware
$330K +$40.2K +1,418 +14%
NFG
181
Next Financial Group
Texas
$329K -$681 -24 -0.2%
UCFA
182
United Capital Financial Advisors
Texas
$326K -$33.9K -1,196 -9%
IAN
183
Integrated Advisors Network
Texas
$322K -$9.36K -330 -3%
HI
184
Harbour Investments
Wisconsin
$308K -$62.4K -2,200 -17%
SCM
185
Stonehearth Capital Management
Massachusetts
$306K -$67.7K -2,392 -18%
DIM
186
Delta Investment Management
California
$304K -$135K -4,758 -31%
JFGLC
187
Johnson Financial Group LLC (Colorado)
Colorado
$303K -$104K -3,656 -25%
HNB
188
Huntington National Bank
Ohio
$301K -$697K -24,394 -70%
CMP
189
Courage Miller Partners
Virginia
$285K -$197K -6,934 -41%
SBL
190
Sargent Bickham Lagudis
Colorado
$285K +$5.05K +178 +2%
RJFSA
191
Raymond James Financial Services Advisors
Florida
$281K -$144K -5,094 -34%
RG
192
Retirement Group
California
$281K -$13.4K -472 -5%
GG
193
GenWealth Group
New Jersey
$279K -$15.8K -556 -5%
KF
194
Krilogy Financial
Missouri
$277K -$55.7K -1,968 -17%
BWM
195
BCS Wealth Management
Tennessee
$277K +$454 +16 +0.2%
GCA
196
Genesee Capital Advisors
New York
$257K +$257K +9,058 New
ZF
197
Zhang Financial
Michigan
$251K +$566 +20 +0.2%
BDFN
198
Bond & Devick Financial Network
Minnesota
$249K
IC
199
Intersect Capital
California
$248K
ACG
200
Allen Capital Group
Nebraska
$240K +$11.8K +416 +5%