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Schwab Intermediately-Term US Treasury ETF

296 hedge funds and large institutions have $2.91B invested in Schwab Intermediately-Term US Treasury ETF in 2021 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 119 increasing their positions, 84 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
296
Holders Change
+9
Holders Change %
+3.14%
% of All Funds
5.2%
Holding in Top 10
16
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.28%
New
33
Increased
119
Reduced
84
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
WCM
201
Windham Capital Management
Massachusetts
$238K
PNC Financial Services Group
202
PNC Financial Services Group
Pennsylvania
$237K
MA
203
MCF Advisors
Kentucky
$237K +$2.95K +104 +1%
HDIM
204
Hanson & Doremus Investment Management
Vermont
$236K -$56.7K -2,002 -19%
FLPIM
205
F.L. Putnam Investment Management
Massachusetts
$234K +$17.7K +624 +8%
GRP
206
Global Retirement Partners
California
$224K +$11.7K +412 +5%
CFD
207
Creative Financial Designs
Indiana
$219K +$906 +32 +0.4%
JFGIW
208
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$212K
WB
209
WesBanco Bank
West Virginia
$211K +$211K +7,436 New
SWM
210
Shakespeare Wealth Management
Wisconsin
$205K +$205K +7,214 New
BJL
211
Brighton Jones LLC
Washington
$200K +$200K +7,046 New
AA
212
Ancora Advisors
Ohio
$190K +$190K +6,698 New
LFG
213
Larson Financial Group
Missouri
$175K +$38.9K +1,370 +29%
MAM
214
Marquette Asset Management
Minnesota
$165K +$33.7K +1,186 +26%
CIAS
215
Capital Investment Advisory Services
North Carolina
$158K -$56.5K -1,994 -26%
AIC
216
Archer Investment Corporation
Indiana
$151K +$151K +5,332 New
HR
217
Howe & Rusling
New York
$138K +$10.6K +374 +8%
VCM
218
Versant Capital Management
Arizona
$126K -$42.5K -1,502 -25%
William Blair & Company
219
William Blair & Company
Illinois
$101K -$108K -3,808 -52%
GM
220
GeoWealth Management
Illinois
$93K +$31.2K +1,094 +51%
AF
221
Advisornet Financial
Minnesota
$91K +$565 +20 +0.6%
CFFP
222
Center for Financial Planning
Michigan
$74K -$2.9K -102 -4%
EVM
223
Eaton Vance Management
Massachusetts
$71K -$18.2K -640 -20%
SIM
224
Sonora Investment Management
Arizona
$65K +$65K +2,300 New
PFBT
225
Parkside Financial Bank & Trust
Missouri
$58K