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Schwab Intermediately-Term US Treasury ETF

79 hedge funds and large institutions have $328M invested in Schwab Intermediately-Term US Treasury ETF in 2016 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 31 increasing their positions, 22 reducing their positions, and 9 closing their positions.

Holders
79
Holders Change
+1
Holders Change %
+1.28%
% of All Funds
2.11%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.24%
New
11
Increased
31
Reduced
22
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$177M 3,167,571 +984,220 +45%
SWA
2
SFMG Wealth Advisors
Texas
$18.5M 329,644 -54,871 -14%
BWM
3
BerganKDV Wealth Management
Minnesota
$15.9M 283,317 +170,846 +152%
AA
4
Apriem Advisors
California
$11.7M 209,084 +34,436 +20%
Wells Fargo
5
Wells Fargo
California
$10.1M 180,091 +233 +0.1%
REMPR
6
Roof Eidam Maycock Peralta (REMP)
California
$7.93M 141,695 -50,695 -26%
FWM
7
Frontier Wealth Management
Missouri
$7.61M 135,956 +42,528 +46%
FC
8
Financial Consulate
Maryland
$6.43M 114,832 -1,780 -2%
PTCG
9
Pring Turner Capital Group
California
$6.28M 112,130 -610 -0.5%
JWS
10
Juncture Wealth Strategies
Arizona
$5.97M 106,689 +710 +0.7%
QCMNJ
11
Quantum Capital Management (New Jersey)
New Jersey
$5.61M 100,171 -44,646 -31%
Wealth Enhancement Advisory Services
12
Wealth Enhancement Advisory Services
Minnesota
$5.57M 99,531 +7,403 +8%
KLC
13
Knowledge Leaders Capital
Colorado
$5.46M 97,566 +97,566 New
CCP
14
Cardan Capital Partners
Colorado
$3.97M 70,948 +5,918 +9%
MFT
15
Moisand Fitzgerald Tamayo
Florida
$3.41M 60,950 +6,216 +11%
KKAMG
16
Kernodle & Katon Asset Management Group
Arkansas
$3.07M 54,802 -6,340 -10%
CA
17
Cetera Advisors
Colorado
$2.76M 49,465 +49,465 New
KF
18
Krilogy Financial
Missouri
$2.59M 46,312 +11,946 +35%
FF
19
Friedenthal Financial
New Jersey
$2.17M 38,842 +24,416 +169%
LYV
20
Live Your Vision
Pennsylvania
$2.05M 36,687 +2,463 +7%
BSB
21
Bangor Savings Bank
Maine
$1.64M 29,318 -1,583 -5%
WIC
22
Whitegate Investment Counselors
New Hampshire
$1.58M 28,290 +28,290 New
FI
23
FormulaFolio Investments
Michigan
$1.46M 26,102 -10,742 -29%
VCP
24
Vista Capital Partners
Oregon
$1.38M 24,698 -195 -0.8%
ADL
25
Asset Dedication LLC
California
$1.33M 23,780 -5,528 -19%