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Schwab Intermediately-Term US Treasury ETF

357 hedge funds and large institutions have $6.65B invested in Schwab Intermediately-Term US Treasury ETF in 2022 Q4 according to their latest regulatory filings, with 72 funds opening new positions, 100 increasing their positions, 140 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
357
Holders Change
+27
Holders Change %
+8.18%
% of All Funds
5.76%
Holding in Top 10
28
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+7.69%
% of All Funds
0.45%
New
72
Increased
100
Reduced
140
Closed
41
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
FCA
201
Fortis Capital Advisors
Kansas
$431K +$431K +17,520 New
VCM
202
Vision Capital Management
Oregon
$426K -$5.76K -234 -1%
NRI
203
NFP Retirement Inc
California
$406K -$18.8K -764 -4%
KC
204
Kades & Cheifetz
Pennsylvania
$378K +$378K +15,362 New
FLPIM
205
F.L. Putnam Investment Management
Massachusetts
$375K
Comerica Bank
206
Comerica Bank
Texas
$367K -$3.32K -132 -0.9%
FA
207
FC Advisory
Pennsylvania
$366K +$101K +4,110 +38%
AC
208
Apella Capital
Connecticut
$366K -$15.1K -612 -4%
FFA
209
Farther Finance Advisors
California
$350K +$350K +14,208 New
WAM
210
Worth Asset Management
Texas
$346K +$346K +14,042 New
RI
211
Ridgewood Investments
New Jersey
$324K -$71.4K -2,900 -18%
LNC
212
Lincoln National Corp
Pennsylvania
$324K +$324K +13,150 New
MSFS
213
Main Street Financial Solutions
Pennsylvania
$323K +$323K +13,124 New
OIA
214
OneDigital Investment Advisors
Kansas
$321K +$10.7K +434 +3%
AWC
215
Adamsbrown Wealth Consultants
Kansas
$318K -$48.3K -1,962 -13%
FIC
216
Family Investment Center
Missouri
$315K +$315K +12,792 New
PNC Financial Services Group
217
PNC Financial Services Group
Pennsylvania
$312K +$11.4K +462 +4%
JFG
218
JMG Financial Group
Illinois
$307K -$72K -2,930 -19%
APC
219
Asset Planning Corporation
Tennessee
$304K -$78.5K -3,190 -21%
IC
220
IEQ Capital
California
$303K +$303K +12,302 New
WOSD
221
WFA of San Diego
California
$300K -$14.4K -584 -5%
FAM
222
Family Asset Management
South Carolina
$294K +$294K +11,962 New
SC
223
Savant Capital
Illinois
$291K -$59.3K -2,408 -17%
AWM
224
AE Wealth Management
Kansas
$286K -$127K -5,156 -31%
AWM
225
Axxcess Wealth Management
California
$278K -$130K -5,288 -32%