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Schwab Intermediately-Term US Treasury ETF

422 hedge funds and large institutions have $9.67B invested in Schwab Intermediately-Term US Treasury ETF in 2024 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 171 increasing their positions, 129 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
422
Holders Change
+41
Holders Change %
+10.76%
% of All Funds
5.62%
Holding in Top 10
39
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+18.18%
% of All Funds
0.52%
New
77
Increased
171
Reduced
129
Closed
29
Calls
$66K
Puts
Net Calls
+$66K
Net Calls Change
+$850K
Name Holding Trade Value Shares
Change
Shares
Change %
Betterment LLC
176
Betterment LLC
New York
$1.48M +$223K +9,180 +18%
LKBC
177
L.K. Benson & Company
Maryland
$1.47M +$1.47M +60,668 New
DI
178
Diligent Investors
California
$1.47M -$126K -5,188 -8%
SP
179
Successful Portfolios
Florida
$1.44M +$71K +2,923 +5%
SWM
180
SeaCrest Wealth Management
New York
$1.43M -$145K -5,985 -9%
CST
181
Charles Schwab Trust
Nevada
$1.29M +$149K +6,127 +13%
IJWM
182
Inman Jager Wealth Management
Mississippi
$1.23M +$1.23M +50,472 New
HCM
183
Hutchinson Capital Management
California
$1.19M -$15.4K -635 -1%
WJA
184
Willis Johnson & Associates
Texas
$1.17M +$45.8K +1,885 +4%
AMG
185
Asset Management Group
Connecticut
$1.15M -$3.98K -164 -0.3%
MFG
186
Merit Financial Group
Georgia
$1.15M -$360K -14,817 -24%
WIM
187
Waycross Investment Management
Washington
$1.11M
IWA
188
Integrity Wealth Advisors
California
$1.11M +$1.11M +45,616 New
VVP
189
Venture Visionary Partners
Ohio
$1.1M +$12.8K +526 +1%
BHPW
190
Beverly Hills Private Wealth
California
$1.1M +$1.1M +45,374 New
BCM
191
Brookstone Capital Management
Illinois
$1.1M -$187K -7,700 -15%
FIM
192
Freedom Investment Management
Connecticut
$1.08M +$1.08M +44,511 New
JWM
193
JFG Wealth Management
Colorado
$1.07M +$297K +12,219 +38%
VWM
194
Vermillion Wealth Management
Minnesota
$1.05M +$1.05M +43,095 New
IAA
195
Independent Advisor Alliance
North Carolina
$1.04M +$1.04M +42,956 New
TPCW
196
TD Private Client Wealth
New York
$998K +$101K +4,175 +11%
Mercer Global Advisors
197
Mercer Global Advisors
Colorado
$987K -$1.14M -46,873 -54%
MWAM
198
Manhattan West Asset Management
California
$986K -$1.39K -57 -0.1%
CFIA
199
Cantor Fitzgerald Investment Advisors
New York
$978K -$5.78K -238 -0.6%
FTS
200
Fifth Third Securities
Ohio
$975K +$59.9K +2,466 +7%