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Schwab Intermediately-Term US Treasury ETF

314 hedge funds and large institutions have $2.52B invested in Schwab Intermediately-Term US Treasury ETF in 2021 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 112 increasing their positions, 95 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
314
Holders Change
+18
Holders Change %
+6.08%
% of All Funds
4.85%
Holding in Top 10
19
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+18.75%
% of All Funds
0.29%
New
57
Increased
112
Reduced
95
Closed
34
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CST
201
Charles Schwab Trust
Nevada
$255K -$1.93M -68,520 -88%
MA
202
MONECO Advisors
Connecticut
$254K -$73.8K -2,682 -23%
CMP
203
Courage Miller Partners
Virginia
$254K -$28.4K -1,012 -10%
BDFN
204
Bond & Devick Financial Network
Minnesota
$254K +$7.7K +274 +3%
ZF
205
Zhang Financial
Michigan
$250K +$1.35K +48 +0.5%
IAN
206
Integrated Advisors Network
Texas
$249K -$69.9K -2,490 -22%
HDIM
207
Hanson & Doremus Investment Management
Vermont
$244K +$10K +356 +4%
SC
208
Sierra Capital
Florida
$241K +$241K +8,574 New
RG
209
Retirement Group
California
$239K -$39.1K -1,394 -14%
IC
210
Intersect Capital
California
$239K -$6.46K -230 -3%
BJL
211
Brighton Jones LLC
Washington
$238K +$40.6K +1,450 +21%
WCM
212
Windham Capital Management
Massachusetts
$236K
FMTC
213
Farmers & Merchants Trust Company
California
$232K -$121K -4,290 -34%
DIM
214
Delta Investment Management
California
$224K -$77.4K -2,756 -26%
SCM
215
Stonehearth Capital Management
Massachusetts
$223K -$80.3K -2,860 -26%
ACG
216
Allen Capital Group
Nebraska
$221K -$16.9K -600 -7%
RRC
217
Relaxing Retirement Coach
Massachusetts
$217K -$158K -5,612 -42%
MCM
218
Mainstay Capital Management
Michigan
$216K -$216K -7,696 -50%
JFGIW
219
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$210K
WB
220
WesBanco Bank
West Virginia
$209K
HI
221
Harbour Investments
Wisconsin
$206K -$99K -3,522 -32%
CFD
222
Creative Financial Designs
Indiana
$203K -$13.6K -486 -6%
LWAC
223
Laurel Wealth Advisors (California)
California
$201K +$201K +7,160 New
AA
224
Ancora Advisors
Ohio
$187K -$1.18K -42 -0.6%
LFG
225
Larson Financial Group
Missouri
$185K +$12.1K +432 +7%