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Schwab Intermediately-Term US Treasury ETF

101 hedge funds and large institutions have $670M invested in Schwab Intermediately-Term US Treasury ETF in 2017 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 48 increasing their positions, 21 reducing their positions, and 14 closing their positions.

Holders
101
Holders Change
-2
Holders Change %
-1.94%
% of All Funds
2.52%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.17%
New
13
Increased
48
Reduced
21
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$397M 7,369,008 +1,156,283 +19%
MIH
2
Madison Investment Holdings
Wisconsin
$46.9M 870,533 +246,488 +39%
FIMG
3
Financial & Investment Management Group
Michigan
$30.9M 573,756 +511,437 +821%
BWM
4
BerganKDV Wealth Management
Minnesota
$25.9M 479,970 -6,957 -1%
AWMG
5
Alliance Wealth Management Group
New Jersey
$17.7M 329,247 +189,385 +135%
Wells Fargo
6
Wells Fargo
California
$13.3M 246,705 +4,858 +2%
KF
7
Krilogy Financial
Missouri
$10.2M 188,543 +2,245 +1%
FIM
8
Freedom Investment Management
Connecticut
$9.9M 183,581 +20,590 +13%
Wealth Enhancement Advisory Services
9
Wealth Enhancement Advisory Services
Minnesota
$9.19M 170,992 +10,987 +7%
FWM
10
Frontier Wealth Management
Missouri
$7.14M 132,386 +76,897 +139%
JWS
11
Juncture Wealth Strategies
Arizona
$6.48M 120,151 -3,778 -3%
PTCG
12
Pring Turner Capital Group
California
$5.81M 107,656 -1,469 -1%
QCMNJ
13
Quantum Capital Management (New Jersey)
New Jersey
$5.07M 94,065 +518 +0.6%
MFT
14
Moisand Fitzgerald Tamayo
Florida
$4.94M 91,576 +1,848 +2%
CA
15
Cetera Advisors
Colorado
$4.23M 78,397 -1,671 -2%
CCP
16
Cardan Capital Partners
Colorado
$4.1M 75,993 +7,719 +11%
AI
17
Atria Investments
North Carolina
$4.08M 75,609 +45,112 +148%
UBS Group
18
UBS Group
Switzerland
$3.88M 71,907 +70,508 +5,040%
ML
19
McAdam LLC
Pennsylvania
$3.5M 64,884 +7,359 +13%
REMPR
20
Roof Eidam Maycock Peralta (REMP)
California
$3.12M 57,865 -1,010 -2%
BSB
21
Bangor Savings Bank
Maine
$3.02M 56,010 +6,982 +14%
CMP
22
Courage Miller Partners
Virginia
$2.8M 51,965 +310 +0.6%
Bank of Montreal
23
Bank of Montreal
Ontario, Canada
$2.54M 47,077 +93 +0.2%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$2.52M 46,804 +7,151 +18%
SFA
25
Sequoia Financial Advisors
Ohio
$2.52M 46,745 -1,260 -3%