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Schwab Intermediately-Term US Treasury ETF

261 hedge funds and large institutions have $2.08B invested in Schwab Intermediately-Term US Treasury ETF in 2020 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 117 increasing their positions, 65 reducing their positions, and 20 closing their positions.

Holders
261
Holders Change
+5
Holders Change %
+1.95%
% of All Funds
5.28%
Holding in Top 10
17
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.34%
New
27
Increased
117
Reduced
65
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SL
201
Savior LLC
Massachusetts
$65K
PFBT
202
Parkside Financial Bank & Trust
Missouri
$60K
BWA
203
Burt Wealth Advisors
Maryland
$59K +$59K +2,000 New
CAAS
204
Capital Asset Advisory Services
Michigan
$55K +$55K +1,882 New
BlackRock
205
BlackRock
New York
$50K -$3.44K -116 -6%
DI
206
Disciplined Investments
Oklahoma
$45K
CIA
207
Cascade Investment Advisors
Oregon
$44K
NG
208
NWK Group
California
$44K -$7.63K -260 -15%
CIAS
209
CBIZ Investment Advisory Services
Ohio
$44K -$43K
BAM
210
Bellevue Asset Management
Washington
$42K
BEI
211
Benjamin Edwards Inc
Missouri
$38K +$3.97K +136 +12%
HI
212
Hudock Inc
Pennsylvania
$36K
GAM
213
Gemmer Asset Management
California
$30K +$119 +4 +0.4%
CHA
214
Carmichael Hill & Associates
Maryland
$27K
Rockefeller Capital Management
215
Rockefeller Capital Management
New York
$25K
CDIA
216
Capital Directions Investment Advisors
Georgia
$25K +$2.15K +74 +9%
SFSG
217
Stearns Financial Services Group
North Carolina
$22K +$59 +2 +0.3%
VFA
218
Valeo Financial Advisors
Indiana
$22K +$7.45K +254 +51%
VCM
219
Vigilant Capital Management
Maine
$21K +$21K +714 New
IRC
220
Investors Research Corp
Georgia
$21K +$21K +726 New
FCH
221
Freestone Capital Holdings
Washington
$19.5K +$19.5K +664 New
AW
222
Avion Wealth
Texas
$16K
HI
223
Human Investing
Oregon
$14K -$3.98K -134 -22%
BA
224
Ballast Advisors
Minnesota
$14K +$3.37K +112 +32%
CFO
225
CVA Family Office
Colorado
$13K