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Schwab Intermediately-Term US Treasury ETF

293 hedge funds and large institutions have $2.82B invested in Schwab Intermediately-Term US Treasury ETF in 2020 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 113 increasing their positions, 81 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
293
Holders Change
+32
Holders Change %
+12.26%
% of All Funds
5.2%
Holding in Top 10
23
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+35.29%
% of All Funds
0.41%
New
54
Increased
113
Reduced
81
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BCM
201
Brookstone Capital Management
Illinois
$231K +$231K +7,948 New
TFS
202
TrustCore Financial Services
Tennessee
$206K -$154K -5,280 -43%
TIM
203
Tortoise Investment Management
New York
$205K
HBCM
204
Heron Bay Capital Management
Michigan
$201K +$201K +6,898 New
SFC
205
SYM Financial Corp
Indiana
$171K +$3.27K +112 +2%
GRP
206
Global Retirement Partners
California
$166K +$90.3K +3,102 +119%
ONST
207
Old North State Trust
North Carolina
$156K -$2.09K -72 -1%
LFG
208
Larson Financial Group
Missouri
$150K +$17.7K +606 +13%
KCM
209
Kathmere Capital Management
Pennsylvania
$145K -$38.4K -1,314 -21%
AF
210
Advisornet Financial
Minnesota
$142K -$582 -20 -0.4%
MAM
211
Marquette Asset Management
Minnesota
$134K
HR
212
Howe & Rusling
New York
$131K
William Blair & Company
213
William Blair & Company
Illinois
$108K -$56.5K -1,934 -34%
TCM
214
Tradewinds Capital Management
Washington
$103K -$132K -4,538 -56%
SIS
215
SVB Investment Services
Utah
$89K -$105K -3,630 -54%
SIAG
216
Signet Investment Advisory Group
Rhode Island
$77K +$77K +2,634 New
CFFP
217
Center for Financial Planning
Michigan
$76K
LGWM
218
Litman Gregory Wealth Management
California
$70K
IA
219
IFP Advisors
Florida
$65K -$241K -8,330 -79%
SL
220
Savior LLC
Massachusetts
$64K
PFBT
221
Parkside Financial Bank & Trust
Missouri
$60K
CDIA
222
Capital Directions Investment Advisors
Georgia
$60K +$35K +1,200 +140%
BWA
223
Burt Wealth Advisors
Maryland
$58K
CAAS
224
Capital Asset Advisory Services
Michigan
$55K
AWG
225
Altus Wealth Group
Colorado
$55K +$55K +1,894 New