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Schwab Intermediately-Term US Treasury ETF
SCHR

Overview Fund Activity

49 hedge funds and large institutions have $124M invested in Schwab Intermediately-Term US Treasury ETF in 2015 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 12 increasing their positions, 18 reducing their positions, and 10 closing their positions.

Holders
49
Holders Change
-3
Holders Change %
-5.77%
% of All Funds
1.31%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.11%
New
7
Increased
12
Reduced
18
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$2.7M
2
Jane Street
2
Jane Street
New York
$1.86M
3
Charles Schwab
3
Charles Schwab
California
$19.6M
4
CSIA
4
Charles Schwab Investment Advisory
California
$44.4M
5
BSW
5
Buckingham Strategic Wealth
Missouri
$1.29M

Top Sellers

1
JWS
1
Juncture Wealth Strategies
Arizona
$6.14M
2
FC
2
Financial Consulate
Maryland
$8.71M
3
FWM
3
Frontier Wealth Management
Missouri
$5.47M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$448K
5
TCM
5
Tuttle Capital Management
Connecticut
$1.94M
Name Market Value Shares Shares
Change 		Shares
Change %
OIA
26
Optimum Investment Advisors
Illinois
$388K 7,135 -500 -7%
PAG
27
Pinnacle Advisory Group
Maryland
$379K 6,977 -2,340 -25%
VFS
28
VSR Financial Services
Kansas
$315K 5,795 +644 +13%
IFS
29
Ifrah Financial Services
Arkansas
$278K 5,117 +8 +0.2%
CMP
30
Courage Miller Partners
Virginia
$252K 4,640 +4,640 New
OC
31
Oarsman Capital
Wisconsin
$250K 4,590 +529 +13%
UCFA
32
United Capital Financial Advisors
Texas
$209K 3,860 -851 -18%
Morgan Stanley
33
Morgan Stanley
New York
$100K 1,838 +1,838 New
WCM
34
Wealthcare Capital Management
Virginia
$66K 1,205 – –
PAI
35
Pittenger & Anderson Inc
Nebraska
$63K 1,150 +150 +15%
BC
36
Bartlett & Co
Ohio
$49K 900 – –
WTB
37
Washington Trust Bank
Washington
$43K 787 – –
CCS
38
Crosspoint Capital Strategies
California
$26K 475 +475 New
AIG
39
American International Group
New York
$25K 460 – –
S
40
SignatureFD
Georgia
$25K 452 – –
CDIA
41
Capital Directions Investment Advisors
Georgia
$14K 253 – –
BBPWM
42
Blue Bell Private Wealth Management
Pennsylvania
$12K 233 – –
LWM
43
LBA Wealth Management
Florida
$11K 194 +194 New
FANJ
44
Financial Architects (New Jersey)
New Jersey
$8K 154 – –
PIA
45
Peachtree Investment Advisors
Georgia
$7K 120 – –
TFA
46
Transamerica Financial Advisors
Florida
$1K 1 -93 -99%
Envestnet Asset Management
47
Envestnet Asset Management
Illinois
– – -5,064 Closed
F
48
FutureAdvisor
California
– – -4,955 Closed
Carson Wealth (CWM LLC)
49
Carson Wealth (CWM LLC)
Nebraska
– – -4,757 Closed
PFG
50
Piershale Financial Group
Illinois
$0 6 -4,259 -100%
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