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Schwab Intermediately-Term US Treasury ETF

318 hedge funds and large institutions have $3.41B invested in Schwab Intermediately-Term US Treasury ETF in 2022 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 114 increasing their positions, 105 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
318
Holders Change
+4
Holders Change %
+1.27%
% of All Funds
5.03%
Holding in Top 10
20
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.26%
% of All Funds
0.32%
New
47
Increased
114
Reduced
105
Closed
38
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
JFG
176
JMG Financial Group
Illinois
$416K
ULWM
177
Upper Left Wealth Management
Florida
$412K -$1.48K -56 -0.4%
WOSD
178
WFA of San Diego
California
$393K
HighTower Advisors
179
HighTower Advisors
Illinois
$386K -$8.25K -312 -2%
US Bancorp
180
US Bancorp
Minnesota
$369K -$55.3K -2,078 -13%
ASN
181
Advisory Services Network
Georgia
$360K -$183K -6,854 -34%
SWA
182
SFMG Wealth Advisors
Texas
$348K
JFGLC
183
Johnson Financial Group LLC (Colorado)
Colorado
$343K +$24.3K +914 +8%
FPWM
184
FSB Premier Wealth Management
Iowa
$341K +$2.64K +102 +0.8%
PNC Financial Services Group
185
PNC Financial Services Group
Pennsylvania
$320K +$319 +12 +0.1%
GVAG
186
Great Valley Advisor Group
Delaware
$309K -$16.8K -600 -5%
KF
187
Krilogy Financial
Missouri
$295K +$28.8K +1,082 +11%
BCM
188
Brookstone Capital Management
Illinois
$293K -$121K -4,636 -29%
RJA
189
Raymond James & Associates
Florida
$292K -$16.1K -604 -5%
WP
190
WealthSource Partners
California
$285K +$285K +10,694 New
OIA
191
OneDigital Investment Advisors
Kansas
$284K -$39.9K -1,500 -12%
IAA
192
Independent Advisor Alliance
North Carolina
$283K -$29K -1,090 -9%
HWMA
193
Heritage Wealth Management (Arizona)
Arizona
$283K +$283K +10,614 New
UCFA
194
United Capital Financial Advisors
Texas
$276K -$105K -3,962 -28%
RG
195
Retirement Group
California
$276K +$49K +1,840 +22%
RJFSA
196
Raymond James Financial Services Advisors
Florida
$274K -$15.8K -592 -5%
BPA
197
Beacon Pointe Advisors
California
$265K -$18.8K -706 -7%
GG
198
GenWealth Group
New Jersey
$262K
CFD
199
Creative Financial Designs
Indiana
$258K +$65.2K +2,450 +34%
ES
200
ETF Store
Kansas
$257K