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Schwab Intermediately-Term US Treasury ETF

330 hedge funds and large institutions have $7.08B invested in Schwab Intermediately-Term US Treasury ETF in 2022 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 111 increasing their positions, 121 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
330
Holders Change
+10
Holders Change %
+3.13%
% of All Funds
5.71%
Holding in Top 10
26
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8.33%
% of All Funds
0.45%
New
46
Increased
111
Reduced
121
Closed
34
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
ZF
176
Zhang Financial
Michigan
$489K +$1.92K +78 +0.4%
BA
177
Bridge Advisory
California
$469K +$1.43K +58 +0.3%
TSA
178
Tri-Star Advisors
Texas
$467K -$12.2K -500 -3%
JWM
179
JFG Wealth Management
Colorado
$462K +$10.2K +416 +2%
Bessemer Group
180
Bessemer Group
New Jersey
$461K +$461K +18,756 New
BWM
181
Birchcreek Wealth Management
Ohio
$456K -$12.3K -502 -3%
AMG
182
Asset Management Group
Connecticut
$453K +$2.46K +100 +0.5%
VCM
183
Vision Capital Management
Oregon
$431K -$54K -2,198 -11%
NRI
184
NFP Retirement Inc
California
$424K +$59.9K +2,438 +16%
KSWA
185
Kathleen S. Wright Associates
Pennsylvania
$423K +$160K +6,522 +61%
AWM
186
AE Wealth Management
Kansas
$412K -$925K -37,644 -69%
AWM
187
Axxcess Wealth Management
California
$407K +$125K +5,074 +44%
SWM
188
Silverlake Wealth Management
Vermont
$405K -$123K -5,014 -23%
FW
189
FirstPurpose Wealth
Utah
$398K -$8.7K -354 -2%
SAMC
190
Spectrum Asset Management (California)
California
$397K +$397K +16,160 New
RI
191
Ridgewood Investments
New Jersey
$395K
APC
192
Asset Planning Corporation
Tennessee
$382K -$32.4K -1,318 -8%
Jones Financial Companies
193
Jones Financial Companies
Missouri
$382K +$269K +10,932 +237%
AC
194
Apella Capital
Connecticut
$380K -$8.06K -328 -2%
JFG
195
JMG Financial Group
Illinois
$379K
ACG
196
Allen Capital Group
Nebraska
$374K +$177K +7,200 +90%
FLPIM
197
F.L. Putnam Investment Management
Massachusetts
$374K +$374K +15,234 New
AWC
198
Adamsbrown Wealth Consultants
Kansas
$366K -$275K -11,184 -43%
Comerica Bank
199
Comerica Bank
Texas
$356K -$136K -5,628 -28%
SC
200
Savant Capital
Illinois
$349K +$349K +14,220 New