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Schwab Intermediately-Term US Treasury ETF

318 hedge funds and large institutions have $3.41B invested in Schwab Intermediately-Term US Treasury ETF in 2022 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 114 increasing their positions, 105 reducing their positions, and 38 closing their positions.

Holders
318
Holders Change
+4
Holders Change %
+1.27%
% of All Funds
5.03%
Holding in Top 10
20
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.26%
% of All Funds
0.32%
New
47
Increased
114
Reduced
105
Closed
38
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$866M 16,262,876 +13,847,444 +573%
CSIA
2
Charles Schwab Investment Advisory
California
$713M 13,385,496 +587,984 +5%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$285M 5,354,719 +427,059 +9%
Stifel Financial
4
Stifel Financial
Missouri
$134M 2,518,779 +967,995 +62%
MAM
5
Madison Asset Management
Wisconsin
$125M 2,350,241 +1,449,024 +161%
State Street
6
State Street
Massachusetts
$77.2M 1,450,000
MIM
7
Morningstar Investment Management
Illinois
$66.1M 1,240,757 -14,963 -1%
BWM
8
BerganKDV Wealth Management
Minnesota
$59.2M 1,110,934 +24,866 +2%
Charles Schwab
9
Charles Schwab
California
$56.1M 1,054,084 +780,518 +285%
Ameriprise
10
Ameriprise
Minnesota
$47.4M 889,953 -129,317 -13%
YAL
11
Your Advocates Ltd
Texas
$43.5M 817,695 +64,325 +9%
Allspring Global Investments
12
Allspring Global Investments
North Carolina
$38.4M 722,037
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$36.4M 684,296 +221,012 +48%
AssetMark Inc
14
AssetMark Inc
California
$35.3M 663,361 +428,449 +182%
Financial Engines Advisors
15
Financial Engines Advisors
California
$33M 620,046 -44,759 -7%
Wealth Enhancement Advisory Services
16
Wealth Enhancement Advisory Services
Minnesota
$32.2M 609,513 -89,093 -13%
5L
17
55I LLC
Massachusetts
$30.4M 570,858 +85,191 +18%
VA
18
Verdad Advisers
Massachusetts
$29.3M 550,000 +550,000 New
AWE
19
Avidian Wealth Enterprises
Texas
$25.2M 473,036 +72,293 +18%
FM
20
Foster & Motley
Ohio
$24.1M 453,211 +5,185 +1%
WFA
21
WestHill Financial Advisors
California
$22.7M 426,226 +426,226 New
SFA
22
Sequoia Financial Advisors
Ohio
$22.3M 419,642 -10,487 -2%
HCM
23
Hilton Capital Management
New York
$21.2M 398,299 +398,299 New
MIS
24
Morningstar Investment Services
Illinois
$19.6M 370,418 +31,320 +9%
Morgan Stanley
25
Morgan Stanley
New York
$16.8M 314,664 +75,478 +32%