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Schwab Intermediately-Term US Treasury ETF

330 hedge funds and large institutions have $7.08B invested in Schwab Intermediately-Term US Treasury ETF in 2022 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 111 increasing their positions, 121 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
330
Holders Change
+10
Holders Change %
+3.13%
% of All Funds
5.71%
Holding in Top 10
26
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8.33%
% of All Funds
0.45%
New
46
Increased
111
Reduced
121
Closed
34
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
WOSD
201
WFA of San Diego
California
$314K
MA
202
MCF Advisors
Kentucky
$313K -$2.22M -90,624 -88%
OIA
203
OneDigital Investment Advisors
Kansas
$309K +$43K +1,750 +16%
GVAG
204
Great Valley Advisor Group
Delaware
$308K +$12.4K +506 +4%
JFGLC
205
Johnson Financial Group LLC (Colorado)
Colorado
$305K -$4.03K -164 -1%
PNC Financial Services Group
206
PNC Financial Services Group
Pennsylvania
$299K +$4.31K +176 +1%
KAS
207
Kestra Advisory Services
Texas
$298K +$83.3K +3,392 +39%
UCFA
208
United Capital Financial Advisors
Texas
$295K +$40.3K +1,640 +16%
ULWM
209
Upper Left Wealth Management
Florida
$295K +$44.9K +1,810 +18%
VCP
210
Vista Capital Partners
Oregon
$289K -$102K -4,154 -26%
SW
211
Simplicity Wealth
New Jersey
$287K +$49 +2 +0%
DAS
212
Dynamic Advisor Solutions
Arizona
$279K +$23.6K +960 +9%
FA
213
FC Advisory
Pennsylvania
$264K +$264K +10,748 New
FPWM
214
FSB Premier Wealth Management
Iowa
$258K -$56.7K -2,310 -18%
KF
215
Krilogy Financial
Missouri
$255K -$12.4K -506 -5%
I2I
216
Insight 2811 Inc
Illinois
$251K -$10.8K -440 -4%
BCM
217
Brookstone Capital Management
Illinois
$246K +$12.8K +524 +5%
DWM
218
Destination Wealth Management
California
$246K +$246K +10,026 New
BPA
219
Beacon Pointe Advisors
California
$244K +$838 +34 +0.3%
ES
220
ETF Store
Kansas
$243K
FFG
221
Ford Financial Group
California
$238K +$238K +9,726 New
US Bancorp
222
US Bancorp
Minnesota
$236K -$125K -5,090 -35%
TW
223
TrinityPoint Wealth
Connecticut
$236K -$22.9K -932 -9%
AWM
224
Accurate Wealth Management
Florida
$225K +$225K +9,972 New
RFN
225
RDA Financial Network
Iowa
$223K -$89K -3,626 -29%