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Schwab Intermediately-Term US Treasury ETF

49 hedge funds and large institutions have $124M invested in Schwab Intermediately-Term US Treasury ETF in 2015 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 12 increasing their positions, 18 reducing their positions, and 10 closing their positions.

Holders
49
Holders Change
-3
Holders Change %
-5.77%
% of All Funds
1.31%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.11%
New
7
Increased
12
Reduced
18
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$44.4M 816,289 +14,769 +2%
Charles Schwab
2
Charles Schwab
California
$19.6M 359,636 +19,863 +6%
FC
3
Financial Consulate
Maryland
$8.71M 160,174 -96,549 -38%
QCMNJ
4
Quantum Capital Management (New Jersey)
New Jersey
$8.54M 157,010 -1,931 -1%
JWS
5
Juncture Wealth Strategies
Arizona
$6.14M 112,885 -99,787 -47%
FWM
6
Frontier Wealth Management
Missouri
$5.47M 100,569 -91,976 -48%
TCM
7
Twele Capital Management
Minnesota
$3.33M 61,159
Bank of America
8
Bank of America
North Carolina
$2.77M 51,012 +6,255 +14%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$2.7M 49,720 +49,720 New
WA
10
Waverly Advisors
Alabama
$2.4M 44,074 -134 -0.3%
TCM
11
Tuttle Capital Management
Connecticut
$1.94M 35,721 -28,263 -44%
Wealth Enhancement Advisory Services
12
Wealth Enhancement Advisory Services
Minnesota
$1.91M 35,126 +10,065 +40%
Jane Street
13
Jane Street
New York
$1.86M 34,116 +34,116 New
BSB
14
Bangor Savings Bank
Maine
$1.7M 31,311 +1,027 +3%
LYV
15
Live Your Vision
Pennsylvania
$1.5M 27,646 -359 -1%
VCP
16
Vista Capital Partners
Oregon
$1.49M 27,418 -387 -1%
BSW
17
Buckingham Strategic Wealth
Missouri
$1.29M 23,704 +12,281 +108%
DSN
18
D. Scott Neal
Kentucky
$1.18M 21,678 -566 -3%
Goldman Sachs
19
Goldman Sachs
New York
$1.03M 18,953 -17,214 -48%
PWM
20
Perigon Wealth Management
California
$1.02M 18,805 -390 -2%
FF
21
Friedenthal Financial
New Jersey
$846K 15,572 +1,300 +9%
FI
22
FormulaFolio Investments
Michigan
$817K 15,033 +6,357 +73%
PMG
23
ProVise Management Group
Florida
$531K 9,776 -2,951 -23%
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$448K 8,247 -72,304 -90%
VKH
25
Virtu KCG Holdings
New York
$429K 7,895 +7,895 New