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Schwab Intermediately-Term US Treasury ETF

127 hedge funds and large institutions have $743M invested in Schwab Intermediately-Term US Treasury ETF in 2017 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 53 increasing their positions, 27 reducing their positions, and 6 closing their positions.

Holders
127
Holders Change
+26
Holders Change %
+25.74%
% of All Funds
2.88%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.23%
New
32
Increased
53
Reduced
27
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$455M 8,542,242 +1,173,234 +16%
BWM
2
BerganKDV Wealth Management
Minnesota
$27.3M 512,640 +32,670 +7%
FIMG
3
Financial & Investment Management Group
Michigan
$25.8M 483,181 -90,575 -16%
MIH
4
Madison Investment Holdings
Wisconsin
$22.9M 428,885 -441,648 -51%
Wells Fargo
5
Wells Fargo
California
$14.3M 267,578 +20,873 +8%
KF
6
Krilogy Financial
Missouri
$11.2M 210,931 +22,388 +12%
FIM
7
Freedom Investment Management
Connecticut
$10.5M 197,436 +13,855 +8%
Wealth Enhancement Advisory Services
8
Wealth Enhancement Advisory Services
Minnesota
$10.3M 193,301 +22,309 +13%
CCA
9
Cobblestone Capital Advisors
New York
$9.42M 176,729 +176,729 New
SP
10
SWS Partners
Ohio
$7.29M 136,791 +136,791 New
JWS
11
Juncture Wealth Strategies
Arizona
$6.3M 118,161 -1,990 -2%
AWMG
12
Alliance Wealth Management Group
New Jersey
$6.26M 117,598 -211,649 -64%
RRC
13
Relaxing Retirement Coach
Massachusetts
$6.14M 115,134 +115,134 New
MFT
14
Moisand Fitzgerald Tamayo
Florida
$5.79M 108,642 +17,066 +19%
PTCG
15
Pring Turner Capital Group
California
$5.66M 106,156 -1,500 -1%
AB
16
AT Bancorp
Iowa
$5.65M 106,013 +106,013 New
CA
17
Cetera Advisors
Colorado
$5.47M 102,550 +24,153 +31%
QCMNJ
18
Quantum Capital Management (New Jersey)
New Jersey
$5.31M 99,666 +5,601 +6%
AI
19
Atria Investments
North Carolina
$4.45M 83,474 +7,865 +10%
CCP
20
Cardan Capital Partners
Colorado
$4.31M 80,847 +4,854 +6%
FWM
21
Frontier Wealth Management
Missouri
$4.22M 79,121 -53,265 -40%
Jane Street
22
Jane Street
New York
$3.91M 73,390 +73,390 New
UBS Group
23
UBS Group
Switzerland
$3.9M 73,129 +1,222 +2%
SWM
24
SeaCrest Wealth Management
New York
$3.7M 69,376 +69,376 New
ML
25
McAdam LLC
Pennsylvania
$3.5M 64,884