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Schwab Intermediately-Term US Treasury ETF

314 hedge funds and large institutions have $2.52B invested in Schwab Intermediately-Term US Treasury ETF in 2021 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 112 increasing their positions, 95 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
314
Holders Change
+18
Holders Change %
+6.08%
% of All Funds
4.85%
Holding in Top 10
19
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+18.75%
% of All Funds
0.29%
New
57
Increased
112
Reduced
95
Closed
34
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
HighTower Advisors
176
HighTower Advisors
Illinois
$419K -$954K -33,942 -69%
WOSD
177
WFA of San Diego
California
$414K -$58K -2,068 -12%
NRI
178
NFP Retirement Inc
California
$413K +$413K +14,718 New
SFC
179
SYM Financial Corp
Indiana
$407K +$32.2K +1,148 +9%
UCFA
180
United Capital Financial Advisors
Texas
$403K +$80.1K +2,852 +25%
Commonwealth Equity Services
181
Commonwealth Equity Services
Massachusetts
$399K -$67.3K -2,400 -14%
Fidelity Investments
182
Fidelity Investments
Massachusetts
$390K -$19.3K -688 -5%
TCM
183
Triumph Capital Management
Colorado
$371K -$18.5K -660 -5%
SWA
184
SFMG Wealth Advisors
Texas
$367K -$541K -19,254 -60%
FPWM
185
FSB Premier Wealth Management
Iowa
$366K +$7.74K +276 +2%
OIA
186
OneDigital Investment Advisors
Kansas
$342K -$2.75K -98 -0.8%
PNC Financial Services Group
187
PNC Financial Services Group
Pennsylvania
$337K +$102K +3,650 +44%
JFGLC
188
Johnson Financial Group LLC (Colorado)
Colorado
$336K +$36K +1,284 +12%
GVAG
189
Great Valley Advisor Group
Delaware
$330K -$114 -4 -0%
IAA
190
Independent Advisor Alliance
North Carolina
$329K
BWM
191
BCS Wealth Management
Tennessee
$328K +$54.2K +1,932 +20%
RJA
192
Raymond James & Associates
Florida
$325K -$2.02K -72 -0.6%
BTWM
193
Baker Tilly Wealth Management
Wisconsin
$310K +$310K +11,038 New
KAS
194
Kestra Advisory Services
Texas
$306K -$5.64M -201,318 -95%
RJFSA
195
Raymond James Financial Services Advisors
Florida
$305K +$27K +962 +10%
BPA
196
Beacon Pointe Advisors
California
$299K +$299K +10,670 New
HNB
197
Huntington National Bank
Ohio
$296K -$301K -10,534 Closed
KF
198
Krilogy Financial
Missouri
$281K +$6.13K +218 +2%
GG
199
GenWealth Group
New Jersey
$276K
ES
200
ETF Store
Kansas
$268K +$268K +9,890 New