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Schwab Intermediately-Term US Treasury ETF

42 hedge funds and large institutions have $106M invested in Schwab Intermediately-Term US Treasury ETF in 2014 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 12 increasing their positions, 8 reducing their positions, and 3 closing their positions.

Holders
42
Holders Change
+8
Holders Change %
+23.53%
% of All Funds
1.22%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
11
Increased
12
Reduced
8
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$64.5M 1,218,992 +58,809 +5%
Charles Schwab
2
Charles Schwab
California
$17.1M 322,722 +25,973 +9%
TCM
3
Twele Capital Management
Minnesota
$3.24M 61,159
Goldman Sachs
4
Goldman Sachs
New York
$2.71M 51,198 +5,070 +11%
WA
5
Waverly Advisors
Alabama
$2.27M 42,880 +11,949 +39%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$2.03M 38,369 +137 +0.4%
VCP
7
Vista Capital Partners
Oregon
$1.85M 34,902 -1,439 -4%
LYV
8
Live Your Vision
Pennsylvania
$1.64M 30,426 -1,233 -4%
Jane Street
9
Jane Street
New York
$1.46M 27,579 +15,141 +122%
VKH
10
Virtu KCG Holdings
New York
$1.44M 27,258 +27,258 New
TCM
11
Tuttle Capital Management
Connecticut
$1.27M 23,953 +23,953 New
DSN
12
D. Scott Neal
Kentucky
$1.22M 23,033 -423 -2%
PWM
13
Perigon Wealth Management
California
$1.02M 19,229 +3,603 +23%
PAG
14
Pinnacle Advisory Group
Maryland
$547K 10,347 -4,523 -30%
BSB
15
Bangor Savings Bank
Maine
$473K 8,938 +8,938 New
OIA
16
Optimum Investment Advisors
Illinois
$457K 8,625 -300 -3%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$409K 7,733 -557 -7%
VFS
18
VSR Financial Services
Kansas
$305K 5,762 +1,657 +40%
IFS
19
Ifrah Financial Services
Arkansas
$283K 5,355 +41 +0.8%
Carson Wealth (CWM LLC)
20
Carson Wealth (CWM LLC)
Nebraska
$278K 5,245 +5,245 New
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$265K 5,011 +5,011 New
FF
22
Friedenthal Financial
New Jersey
$257K 4,849 -39 -0.8%
UCFA
23
United Capital Financial Advisors
Texas
$249K 4,711 +4,711 New
WCM
24
Wealthcare Capital Management
Virginia
$90K 1,708
BC
25
Bartlett & Co
Ohio
$48K 900