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Schwab Intermediately-Term US Treasury ETF
SCHR

Overview Fund Activity

52 hedge funds and large institutions have $137M invested in Schwab Intermediately-Term US Treasury ETF in 2014 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 9 increasing their positions, 13 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
52
Holders Change
+10
Holders Change %
+23.81%
% of All Funds
1.39%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.13%
New
17
Increased
9
Reduced
13
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
QCMNJ
1
Quantum Capital Management (New Jersey)
New Jersey
$8.52M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$4.32M
3
Bank of America
3
Bank of America
North Carolina
$2.4M
4
TCM
4
Tuttle Capital Management
Connecticut
$3.43M
5
BSB
5
Bangor Savings Bank
Maine
$1.62M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$43M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$0
3
Jane Street
3
Jane Street
New York
$0
4
VKH
4
Virtu KCG Holdings
New York
$0
5
Goldman Sachs
5
Goldman Sachs
New York
$1.94M
Name Holding Trade Value Shares
Change 		Shares
Change %
IFS
26
Ifrah Financial Services
Arkansas
$274K -$13.2K -492 -5%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$271K -$143K -5,338 -35%
F
28
FutureAdvisor
California
$263K +$263K +9,910 New
Carson Wealth (CWM LLC)
29
Carson Wealth (CWM LLC)
Nebraska
$255K -$26.2K -976 -9%
UCFA
30
United Capital Financial Advisors
Texas
$253K – – –
PFG
31
Piershale Financial Group
Illinois
$229K +$229K +8,530 New
OC
32
Oarsman Capital
Wisconsin
$218K +$218K +8,122 New
WCM
33
Wealthcare Capital Management
Virginia
$65K -$27.1K -1,006 -29%
PAI
34
Pittenger & Anderson Inc
Nebraska
$54K +$54K +2,000 New
Creative Planning
35
Creative Planning
Kansas
$49K +$40.5K +1,508 +474%
BC
36
Bartlett & Co
Ohio
$48K – – –
MAS
37
Madden Advisory Services
Florida
$44K – – –
WTB
38
Washington Trust Bank
Washington
$42K – – –
AIG
39
American International Group
New York
$24.7K – – –
S
40
SignatureFD
Georgia
$24K +$18.2K +684 +311%
PNC Financial Services Group
41
PNC Financial Services Group
Pennsylvania
$24K +$24K +878 New
NPC
42
National Planning Corporation
California
$20.1K +$20.1K +742 New
CDIA
43
Capital Directions Investment Advisors
Georgia
$14K – – –
MA
44
MUFG Americas
New York
$14K – – –
BBPWM
45
Blue Bell Private Wealth Management
Pennsylvania
$12K – – –
FANJ
46
Financial Architects (New Jersey)
New Jersey
$8K – – –
PIA
47
Peachtree Investment Advisors
Georgia
$6K – – –
TFA
48
Transamerica Financial Advisors
Florida
$5K +$5K +188 New
Northwestern Mutual Wealth Management
49
Northwestern Mutual Wealth Management
Wisconsin
$3K +$3K +114 New
VIA
50
Vantage Investment Advisors
Pennsylvania
$1K – – –
1
2
3