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Schwab Intermediately-Term US Treasury ETF
SCHR

Overview Fund Activity

78 hedge funds and large institutions have $283M invested in Schwab Intermediately-Term US Treasury ETF in 2016 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 26 increasing their positions, 20 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
78
Holders Change
+13
Holders Change %
+20%
% of All Funds
2.08%
Holding in Top 10
9
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+125%
% of All Funds
0.24%
New
21
Increased
26
Reduced
20
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SWA
SFMG Wealth Advisors
Texas
$21.2M
2
CSIA
Charles Schwab Investment Advisory
California
$121M
3
REMPR
Roof Eidam Maycock Peralta (REMP)
California
$10.6M
4
AA
Apriem Advisors
California
$9.65M
5
PTCG
Pring Turner Capital Group
California
$6.23M

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$0
2
TCM
Twele Capital Management
Minnesota
$253K
3
FWM
Frontier Wealth Management
Missouri
$5.16M
4
WA
Waverly Advisors
Alabama
$1.3M
5
CWM
Concert Wealth Management
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$1.25M +$1.22M +44,260 +5,451%
LTFS
27
Ladenburg Thalmann Financial Services
Florida
$1.23M +$184K +6,660 +18%
PMG
28
ProVise Management Group
Florida
$886K +$886K +32,080 New
CMP
29
Courage Miller Partners
Virginia
$842K +$209K +7,564 +33%
PWM
30
Perigon Wealth Management
California
$784K – – –
FAAS
31
First Allied Advisory Services
California
$782K -$274K -9,912 -26%
FF
32
Friedenthal Financial
New Jersey
$773K – – –
RJFSA
33
Raymond James Financial Services Advisors
Florida
$751K +$6.41K +232 +0.9%
PAM
34
Peak Asset Management
Colorado
$723K +$723K +26,172 New
BSW
35
Buckingham Strategic Wealth
Missouri
$643K – – –
DSN
36
D. Scott Neal
Kentucky
$619K -$28.5K -1,032 -4%
AWMG
37
Alliance Wealth Management Group
New Jersey
$609K +$609K +22,168 New
Envestnet Asset Management
38
Envestnet Asset Management
Illinois
$590K -$339K -12,284 -36%
VKH
39
Virtu KCG Holdings
New York
$487K +$487K +17,652 New
LPL Financial
40
LPL Financial
California
$444K +$143K +5,188 +48%
OIA
41
Optimum Investment Advisors
Illinois
$438K +$11K +400 +3%
SIC
42
Salem Investment Counselors
North Carolina
$430K +$99.4K +3,600 +30%
FIMG
43
Financial & Investment Management Group
Michigan
$356K +$356K +12,908 New
WCM
44
Wealthcare Capital Management
Virginia
$340K +$65.7K +2,378 +24%
VFS
45
VSR Financial Services
Kansas
$330K – – –
PAG
46
Pinnacle Advisory Group
Maryland
$314K +$36.5K +1,322 +13%
IFS
47
Ifrah Financial Services
Arkansas
$273K -$6.06K -220 -2%
OC
48
Oarsman Capital
Wisconsin
$266K -$15.7K -568 -6%
Chevy Chase Trust
49
Chevy Chase Trust
Maryland
$255K +$255K +9,218 New
TCM
50
Twele Capital Management
Minnesota
$253K -$3.1M -112,196 -92%
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