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Schwab Intermediately-Term US Treasury ETF

53 hedge funds and large institutions have $177M invested in Schwab Intermediately-Term US Treasury ETF in 2015 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 23 increasing their positions, 11 reducing their positions, and 5 closing their positions.

Holders
53
Holders Change
+4
Holders Change %
+8.16%
% of All Funds
1.43%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.13%
New
10
Increased
23
Reduced
11
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$93.7M 1,747,873 +931,584 +114%
Charles Schwab
2
Charles Schwab
California
$20.3M 378,944 +19,308 +5%
FWM
3
Frontier Wealth Management
Missouri
$10.3M 193,021 +92,452 +92%
FC
4
Financial Consulate
Maryland
$8.55M 159,490 -684 -0.4%
QCMNJ
5
Quantum Capital Management (New Jersey)
New Jersey
$8.47M 158,007 +997 +0.6%
JWS
6
Juncture Wealth Strategies
Arizona
$6.19M 115,546 +2,661 +2%
TCM
7
Twele Capital Management
Minnesota
$3.46M 64,631 +3,472 +6%
Bank of America
8
Bank of America
North Carolina
$2.92M 54,503 +3,491 +7%
Wealth Enhancement Advisory Services
9
Wealth Enhancement Advisory Services
Minnesota
$2.68M 49,925 +14,799 +42%
WA
10
Waverly Advisors
Alabama
$2.61M 48,676 +4,602 +10%
BSB
11
Bangor Savings Bank
Maine
$1.7M 31,628 +317 +1%
LYV
12
Live Your Vision
Pennsylvania
$1.61M 30,125 +2,479 +9%
VCP
13
Vista Capital Partners
Oregon
$1.44M 26,917 -501 -2%
PWM
14
Perigon Wealth Management
California
$1.31M 24,460 +5,655 +30%
Jane Street
15
Jane Street
New York
$1.3M 24,209 -9,907 -29%
DSN
16
D. Scott Neal
Kentucky
$1.29M 24,095 +2,417 +11%
FI
17
FormulaFolio Investments
Michigan
$1.24M 23,172 +8,139 +54%
PMG
18
ProVise Management Group
Florida
$899K 16,776 +7,000 +72%
LTFS
19
Ladenburg Thalmann Financial Services
Florida
$886K 16,535 +16,535 New
FF
20
Friedenthal Financial
New Jersey
$863K 16,097 +525 +3%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$652K 12,160 -37,560 -76%
BSW
22
Buckingham Strategic Wealth
Missouri
$613K 11,433 -12,271 -52%
FAAS
23
First Allied Advisory Services
California
$531K 9,822 +9,822 New
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$470K 8,771 +8,771 New
VFS
25
VSR Financial Services
Kansas
$447K 8,333 +2,538 +44%