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Schwab Intermediately-Term US Treasury ETF

146 hedge funds and large institutions have $2.49B invested in Schwab Intermediately-Term US Treasury ETF in 2018 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 70 increasing their positions, 31 reducing their positions, and 17 closing their positions.

Holders
146
Holders Change
+8
Holders Change %
+5.8%
% of All Funds
3.34%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.23%
New
26
Increased
70
Reduced
31
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$1.97B 38,007,405 +1,562,988 +4%
MIH
2
Madison Investment Holdings
Wisconsin
$90.5M 1,747,853 +1,063,307 +155%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$45.4M 876,526 +874,983 +56,707%
BWM
4
BerganKDV Wealth Management
Minnesota
$29.5M 569,719 +16,158 +3%
Jane Street
5
Jane Street
New York
$28.8M 556,631 +556,631 New
AFS
6
Access Financial Services
Minnesota
$23.7M 458,383 -89,539 -16%
VOYA Investment Management
7
VOYA Investment Management
Georgia
$23M 444,827 +444,827 New
HGWM
8
Harvest Group Wealth Management
Massachusetts
$16.3M 314,993 +259,967 +472%
CCP
9
Cardan Capital Partners
Colorado
$15.1M 292,364 +3,092 +1%
Wells Fargo
10
Wells Fargo
California
$14.8M 285,508 +1,270 +0.4%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$14.4M 278,345 +278,345 New
RRC
12
Relaxing Retirement Coach
Massachusetts
$12M 232,430 +6,208 +3%
FIM
13
Freedom Investment Management
Connecticut
$11.5M 221,377 -1,044 -0.5%
Wealth Enhancement Advisory Services
14
Wealth Enhancement Advisory Services
Minnesota
$11.5M 222,928 +5,084 +2%
IA
15
IndexIQ Advisors
New York
$9.2M 177,641 +95,965 +117%
CCA
16
Cobblestone Capital Advisors
New York
$8.77M 169,257 +47,871 +39%
KF
17
Krilogy Financial
Missouri
$8.74M 168,766 +11,376 +7%
AB
18
AT Bancorp
Iowa
$7.22M 139,323 +8,597 +7%
AWMG
19
Alliance Wealth Management Group
New Jersey
$6.9M 133,268 +15,575 +13%
TCM
20
Towercrest Capital Management
Pennsylvania
$6.9M 133,268 +15,575 +13%
SP
21
SWS Partners
Ohio
$6.88M 132,739 -3,271 -2%
MFT
22
Moisand Fitzgerald Tamayo
Florida
$6.5M 125,584 +6,403 +5%
JWS
23
Juncture Wealth Strategies
Arizona
$5.94M 114,671 -2,062 -2%
CA
24
Cetera Advisors
Colorado
$5.62M 108,282 +366 +0.3%
FTUS
25
Flow Traders U.S.
New York
$5.3M 102,246 +102,246 New