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Schwab Intermediately-Term US Treasury ETF

251 hedge funds and large institutions have $3.71B invested in Schwab Intermediately-Term US Treasury ETF in 2020 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 77 increasing their positions, 86 reducing their positions, and 34 closing their positions.

Holders
251
Holders Change
+14
Holders Change %
+5.91%
% of All Funds
5.54%
Holding in Top 10
26
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+52.94%
% of All Funds
0.57%
New
52
Increased
77
Reduced
86
Closed
34
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$2.51B 42,742,527 -5,720,803 -12%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$178M 3,033,952 +149,560 +5%
Stifel Financial
3
Stifel Financial
Missouri
$108M 1,835,569 +12,870 +0.7%
Ameriprise
4
Ameriprise
Minnesota
$106M 1,799,088 +329,356 +22%
State Street
5
State Street
Massachusetts
$85.2M 1,450,000
BWM
6
BerganKDV Wealth Management
Minnesota
$39.5M 671,631 -68,551 -9%
Wealth Enhancement Advisory Services
7
Wealth Enhancement Advisory Services
Minnesota
$37M 629,794 -199,015 -24%
AssetMark Inc
8
AssetMark Inc
California
$30.2M 513,044 +513,044 New
Wells Fargo
9
Wells Fargo
California
$29.7M 505,202 +163,487 +48%
MIM
10
Morningstar Investment Management
Illinois
$29.3M 498,723 -328,707 -40%
SFA
11
Sequoia Financial Advisors
Ohio
$22.7M 386,402 +5,838 +2%
REMPR
12
Roof Eidam Maycock Peralta (REMP)
California
$20.4M 346,748 +319,263 +1,162%
FTIOP
13
Fiduciary Trust International of Pennsylvania
Pennsylvania
$15.3M 261,137 +261,137 New
5L
14
55I LLC
Massachusetts
$14.1M 240,832 +61,626 +34%
CST
15
Charles Schwab Trust
Nevada
$12.2M 207,844 +13,494 +7%
BSB
16
Bangor Savings Bank
Maine
$11.9M 202,517 +2,756 +1%
Financial Engines Advisors
17
Financial Engines Advisors
California
$11.8M 201,567 +13,640 +7%
BSAM
18
Blue Sky Asset Management
Colorado
$11.5M 196,122 +196,122 New
JPMorgan Chase & Co
19
JPMorgan Chase & Co
New York
$11.5M 195,140 +195,041 +197,011%
YAL
20
Your Advocates Ltd
Texas
$10.7M 181,540 +32,387 +22%
FM
21
Foster & Motley
Ohio
$10.4M 177,280 -32,982 -16%
SWA
22
SFMG Wealth Advisors
Texas
$10.3M 175,666 +167,782 +2,128%
BSW
23
Buckingham Strategic Wealth
Missouri
$10.2M 173,055 +10,958 +7%
I
24
INVST
Indiana
$9.97M 169,856 +61,312 +56%
TCM
25
Tradewinds Capital Management
Washington
$9.96M 169,519 +146,567 +639%