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Schwab Intermediately-Term US Treasury ETF

133 hedge funds and large institutions have $910M invested in Schwab Intermediately-Term US Treasury ETF in 2018 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 55 increasing their positions, 39 reducing their positions, and 13 closing their positions.

Holders
133
Holders Change
+6
Holders Change %
+4.72%
% of All Funds
3.05%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.21%
New
19
Increased
55
Reduced
39
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$527M 10,021,475 +1,479,233 +17%
Ameriprise
2
Ameriprise
Minnesota
$47M 894,202 +894,202 New
MIH
3
Madison Investment Holdings
Wisconsin
$30.9M 586,885 +158,000 +37%
BWM
4
BerganKDV Wealth Management
Minnesota
$28.9M 549,268 +36,628 +7%
AFS
5
Access Financial Services
Minnesota
$26.8M 508,852 +508,852 New
CCP
6
Cardan Capital Partners
Colorado
$15.2M 288,346 +207,499 +257%
FIMG
7
Financial & Investment Management Group
Michigan
$14.9M 283,605 -199,576 -41%
Wells Fargo
8
Wells Fargo
California
$14.9M 283,363 +15,785 +6%
FIM
9
Freedom Investment Management
Connecticut
$11.1M 211,771 +14,335 +7%
Wealth Enhancement Advisory Services
10
Wealth Enhancement Advisory Services
Minnesota
$10.8M 207,005 +13,704 +7%
Jane Street
11
Jane Street
New York
$10M 190,667 +117,277 +160%
RRC
12
Relaxing Retirement Coach
Massachusetts
$9.72M 184,825 +69,691 +61%
KF
13
Krilogy Financial
Missouri
$8.13M 154,611 -56,320 -27%
SP
14
SWS Partners
Ohio
-136,791 Closed
CCA
15
Cobblestone Capital Advisors
New York
$7.41M 140,946 -35,783 -20%
AB
16
AT Bancorp
Iowa
$6.87M 130,542 +24,529 +23%
AWMG
17
Alliance Wealth Management Group
New Jersey
$6.34M 120,453 +2,855 +2%
MFT
18
Moisand Fitzgerald Tamayo
Florida
$6.16M 117,127 +8,485 +8%
JWS
19
Juncture Wealth Strategies
Arizona
$5.99M 113,966 -4,195 -4%
CA
20
Cetera Advisors
Colorado
$5.61M 106,698 +4,148 +4%
PTCG
21
Pring Turner Capital Group
California
$5.58M 106,020 -136 -0.1%
QCMNJ
22
Quantum Capital Management (New Jersey)
New Jersey
$5.31M 100,881 +1,215 +1%
IA
23
IndexIQ Advisors
New York
$4.06M 77,105 +77,105 New
EF
24
Empirical Finance
Pennsylvania
$4.04M 75,133 +75,133 New
FWM
25
Frontier Wealth Management
Missouri
$3.97M 75,464 -3,657 -5%