SCHR icon

Schwab Intermediately-Term US Treasury ETF

251 hedge funds and large institutions have $3.71B invested in Schwab Intermediately-Term US Treasury ETF in 2020 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 77 increasing their positions, 86 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
251
Holders Change
+14
Holders Change %
+5.91%
% of All Funds
5.54%
Holding in Top 10
26
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+52.94%
% of All Funds
0.57%
New
52
Increased
77
Reduced
86
Closed
34
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PIP
201
Peachtree Investment Partners
Florida
$41K
TF
202
Tompkins Financial
New York
$40K
BEI
203
Benjamin Edwards Inc
Missouri
$32K +$29.5K +1,002 +1,165%
GWMIA
204
Global Wealth Management Investment Advisory
Florida
$32K +$32K +1,104 New
S
205
SignatureFD
Georgia
$29K +$29K +1,000 New
GAM
206
Gemmer Asset Management
California
$29K +$29K +1,000 New
CHA
207
Carmichael Hill & Associates
Maryland
$27K +$26.6K +902 +7,517%
Rockefeller Capital Management
208
Rockefeller Capital Management
New York
$26K
William Blair & Company
209
William Blair & Company
Illinois
$25K
CDIA
210
Capital Directions Investment Advisors
Georgia
$23K
CAC
211
Certified Advisory Corp
Florida
$22K +$21.5K +742 +4,122%
SFSG
212
Stearns Financial Services Group
North Carolina
$20K -$950 -32 -5%
Citigroup
213
Citigroup
New York
$19K +$16.3K +562 +611%
CTB
214
Country Trust Bank
Illinois
$17K +$17K +572 New
TCOV
215
Trust Company of Vermont
Vermont
$16K +$10.2K +344 +177%
AW
216
Avion Wealth
Texas
$16K +$16K +552 New
CFO
217
CVA Family Office
Colorado
$14K +$14K +460 New
CAGAS
218
Capital Advisory Group Advisory Services
Minnesota
$13K
LFG
219
LifePlan Financial Group
Ohio
$13K
FWM
220
Filbrandt Wealth Management
Wisconsin
$13K +$13K +458 New
LWM
221
Liberty Wealth Management
California
$12K +$12K +414 New
SIAS
222
Shine Investment Advisory Services
Colorado
$12K +$12K +418 New
US Bancorp
223
US Bancorp
Minnesota
$11K
GWM
224
Geneos Wealth Management
Colorado
$11K
BA
225
Ballast Advisors
Minnesota
$10K -$282 -10 -3%