SCHR icon

Schwab Intermediately-Term US Treasury ETF

210 hedge funds and large institutions have $3.73B invested in Schwab Intermediately-Term US Treasury ETF in 2019 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 83 increasing their positions, 59 reducing their positions, and 26 closing their positions.

Holders
210
Holders Change
+8
Holders Change %
+3.96%
% of All Funds
4.61%
Holding in Top 10
19
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.76%
% of All Funds
0.42%
New
36
Increased
83
Reduced
59
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$2.58B 46,411,911 +2,265,479 +5%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$180M 3,234,498 +702,811 +28%
MIH
3
Madison Investment Holdings
Wisconsin
$113M 2,041,794 -20,248 -1%
Stifel Financial
4
Stifel Financial
Missouri
$97.7M 1,755,596 +9,505 +0.5%
State Street
5
State Street
Massachusetts
$80.6M 1,450,000
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$59.6M 1,072,484 +131,062 +14%
BWM
7
BerganKDV Wealth Management
Minnesota
$41.4M 745,059 -10,182 -1%
Wealth Enhancement Advisory Services
8
Wealth Enhancement Advisory Services
Minnesota
$40.5M 730,016 +130,626 +22%
MIM
9
Morningstar Investment Management
Illinois
$38.8M 698,144 +542,712 +349%
Ameriprise
10
Ameriprise
Minnesota
$38.1M 686,332 -542,586 -44%
AEPG
11
American Economic Planning Group
New Jersey
$35.3M 636,230 +6,908 +1%
SFA
12
Sequoia Financial Advisors
Ohio
$18.6M 334,898 +50,114 +18%
Wells Fargo
13
Wells Fargo
California
$18.4M 331,675 -5,730 -2%
I
14
INVST
Indiana
$12.7M 229,239 -4,143 -2%
NCM
15
Northwest Capital Management
Oregon
$12.5M 225,578 +8,046 +4%
RRC
16
Relaxing Retirement Coach
Massachusetts
$12.1M 218,510 +675 +0.3%
FTIOP
17
Fiduciary Trust International of Pennsylvania
Pennsylvania
$11.9M 213,846 +38,578 +22%
CCP
18
Cardan Capital Partners
Colorado
$11.8M 213,007 +24,489 +13%
CST
19
Charles Schwab Trust
Nevada
$11.2M 202,056 +202,056 New
WP
20
WealthSource Partners
California
$10.8M 194,157 +128,967 +198%
IA
21
IndexIQ Advisors
New York
$10.3M 185,647 -162,883 -47%
BSB
22
Bangor Savings Bank
Maine
$10.3M 184,678 +23,571 +15%
BWI
23
Beacon Wealthcare Inc
North Carolina
$9.93M 178,712 -6,826 -4%
Financial Engines Advisors
24
Financial Engines Advisors
California
$9.39M 169,055 +102,888 +155%
5L
25
55I LLC
Massachusetts
$8.87M 159,682 +20,518 +15%