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Schwab Intermediately-Term US Treasury ETF

294 hedge funds and large institutions have $2.91B invested in Schwab Intermediately-Term US Treasury ETF in 2021 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 112 increasing their positions, 90 reducing their positions, and 37 closing their positions.

Holders
294
Holders Change
+1
Holders Change %
+0.34%
% of All Funds
5.18%
Holding in Top 10
17
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-26.09%
% of All Funds
0.3%
New
41
Increased
112
Reduced
90
Closed
37
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$793M 14,063,519 +2,019,635 +17%
CSIA
2
Charles Schwab Investment Advisory
California
$657M 11,644,294 +356,775 +3%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$243M 4,305,009 +412,008 +11%
Stifel Financial
4
Stifel Financial
Missouri
$139M 2,456,292 +148,868 +6%
State Street
5
State Street
Massachusetts
$81.8M 1,450,000
BWM
6
BerganKDV Wealth Management
Minnesota
$58.6M 1,039,250 +160,861 +18%
Wells Fargo
7
Wells Fargo
California
$50.2M 889,046 +102,270 +13%
I2I
8
Insight 2811 Inc
Illinois
$46M 815,272 +7,426 +0.9%
Ameriprise
9
Ameriprise
Minnesota
$40.9M 726,066 -722,281 -50%
Financial Engines Advisors
10
Financial Engines Advisors
California
$39.4M 697,973 +91,733 +15%
Wealth Enhancement Advisory Services
11
Wealth Enhancement Advisory Services
Minnesota
$33.2M 587,478 +40,702 +7%
5L
12
55I LLC
Massachusetts
$24M 425,646 +52,206 +14%
AWE
13
Avidian Wealth Enterprises
Texas
$23.8M 421,894 +24,330 +6%
YAL
14
Your Advocates Ltd
Texas
$23.7M 420,162 +129,682 +45%
SFA
15
Sequoia Financial Advisors
Ohio
$23.7M 420,024 +19,789 +5%
MAM
16
Madison Asset Management
Wisconsin
$21.9M 388,961 +388,961 New
Creative Planning
17
Creative Planning
Kansas
$21.7M 384,544 -28,624 -7%
MIM
18
Morningstar Investment Management
Illinois
$20.7M 366,944 +44,347 +14%
HA
19
HC Advisors
Georgia
$20.5M 363,965 +2,479 +0.7%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$19.7M 349,825 +112,769 +48%
QAM
21
QCI Asset Management
New York
$18.8M 332,484 +26,670 +9%
Jane Street
22
Jane Street
New York
$18.5M 327,977 +316,560 +2,773%
FM
23
Foster & Motley
Ohio
$16.2M 286,640 +61,945 +28%
KWM
24
Kingsview Wealth Management
Oregon
$15.1M 268,179 +105,662 +65%
Franklin Resources
25
Franklin Resources
California
$15M 266,556 -44,936 -14%