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Schwab Intermediately-Term US Treasury ETF

261 hedge funds and large institutions have $2.08B invested in Schwab Intermediately-Term US Treasury ETF in 2020 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 117 increasing their positions, 65 reducing their positions, and 20 closing their positions.

Holders
261
Holders Change
+5
Holders Change %
+1.95%
% of All Funds
5.28%
Holding in Top 10
17
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.34%
New
27
Increased
117
Reduced
65
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$649M 11,057,656 +359,415 +3%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$213M 3,625,183 +333,958 +10%
Ameriprise
3
Ameriprise
Minnesota
$135M 2,303,657 -335,929 -13%
Stifel Financial
4
Stifel Financial
Missouri
$117M 1,998,300 +549,192 +38%
State Street
5
State Street
Massachusetts
$85.1M 1,450,000
TI
6
Tidal Investments
Wisconsin
$73.4M 1,250,793 +1,250,793 New
JPMorgan Chase & Co
7
JPMorgan Chase & Co
New York
$62M 1,055,329 +227,024 +27%
BWM
8
BerganKDV Wealth Management
Minnesota
$47.5M 809,287 +113,810 +16%
Financial Engines Advisors
9
Financial Engines Advisors
California
$30.6M 522,155 +80,925 +18%
Wealth Enhancement Advisory Services
10
Wealth Enhancement Advisory Services
Minnesota
$30.2M 517,296 +17,497 +4%
YAL
11
Your Advocates Ltd
Texas
$29.3M 499,043 -136,571 -21%
Wells Fargo
12
Wells Fargo
California
$28M 477,062 +6,662 +1%
SFA
13
Sequoia Financial Advisors
Ohio
$23.8M 404,766 +6,314 +2%
HA
14
HC Advisors
Georgia
$22M 374,596 +152,946 +69%
MIM
15
Morningstar Investment Management
Illinois
$20.8M 354,676 -17,420 -5%
5L
16
55I LLC
Massachusetts
$19.3M 328,488 +34,758 +12%
QAM
17
QCI Asset Management
New York
$16.7M 285,249 +17,391 +6%
Franklin Resources
18
Franklin Resources
California
$16.4M 279,928 +6,311 +2%
Morgan Stanley
19
Morgan Stanley
New York
$16.3M 277,930 -60,350 -18%
AWE
20
Avidian Wealth Enterprises
Texas
$15M 255,532 +153,463 +150%
BSB
21
Bangor Savings Bank
Maine
$12.8M 217,835 +7,912 +4%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$12M 204,595 +22,273 +12%
MIS
23
Morningstar Investment Services
Illinois
$11.9M 202,147 +3,985 +2%
BSW
24
Buckingham Strategic Wealth
Missouri
$11.9M 202,133 +3,521 +2%
RCA
25
Resonant Capital Advisors
Wisconsin
$11.2M 191,112 +18,360 +11%