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Schwab Intermediately-Term US Treasury ETF
SCHR

Overview Fund Activity

79 hedge funds and large institutions have $328M invested in Schwab Intermediately-Term US Treasury ETF in 2016 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 31 increasing their positions, 22 reducing their positions, and 9 closing their positions.

Holders
79
Holders Change
+1
Holders Change %
+1.28%
% of All Funds
2.11%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.24%
New
11
Increased
31
Reduced
22
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$177M
2
BWM
2
BerganKDV Wealth Management
Minnesota
$15.9M
3
KLC
3
Knowledge Leaders Capital
Colorado
$5.46M
4
CA
4
Cetera Advisors
Colorado
$2.76M
5
FWM
5
Frontier Wealth Management
Missouri
$7.61M

Top Sellers

1
Charles Schwab
1
Charles Schwab
California
$0
2
SWA
2
SFMG Wealth Advisors
Texas
$18.5M
3
Bank of America
3
Bank of America
North Carolina
$289K
4
REMPR
4
Roof Eidam Maycock Peralta (REMP)
California
$7.93M
5
QCMNJ
5
Quantum Capital Management (New Jersey)
New Jersey
$5.61M
Name Market Value Shares Shares
Change 		Shares
Change %
WA
26
Waverly Advisors
Alabama
$1.31M 23,355 -252 -1%
LTFS
27
Ladenburg Thalmann Financial Services
Florida
$1.29M 23,143 +929 +4%
PAM
28
Peak Asset Management
Colorado
$1.26M 22,540 +9,454 +72%
CMP
29
Courage Miller Partners
Virginia
$1.03M 18,419 +3,169 +21%
Jane Street
30
Jane Street
New York
$861K 15,389 -40,430 -72%
RJFSA
31
Raymond James Financial Services Advisors
Florida
$794K 14,191 +594 +4%
PWM
32
Perigon Wealth Management
California
$767K 13,696 -3,573 -21%
BSW
33
Buckingham Strategic Wealth
Missouri
$652K 11,641 – –
Susquehanna International Group
34
Susquehanna International Group
Pennsylvania
$634K 11,333 +11,333 New
DSN
35
D. Scott Neal
Kentucky
$597K 10,660 -548 -5%
AWMG
36
Alliance Wealth Management Group
New Jersey
$589K 10,622 -462 -4%
SIC
37
Salem Investment Counselors
North Carolina
$560K 10,004 +2,220 +29%
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$531K 9,485 -13,051 -58%
PAG
39
Pinnacle Advisory Group
Maryland
$486K 8,690 +3,002 +53%
FIMG
40
Financial & Investment Management Group
Michigan
$445K 7,954 +1,500 +23%
OIA
41
Optimum Investment Advisors
Illinois
$444K 7,935 – –
RCA
42
Rowland Carmichael Advisors
Arizona
$430K 7,687 +4,645 +153%
VKH
43
Virtu KCG Holdings
New York
$362K 6,471 -2,355 -27%
WCM
44
Wealthcare Capital Management
Virginia
$344K 6,150 – –
LPL Financial
45
LPL Financial
California
$328K 5,843 -2,193 -27%
Bank of America
46
Bank of America
North Carolina
$289K 5,169 -52,638 -91%
TCM
47
Twele Capital Management
Minnesota
$288K 5,151 +567 +12%
IFS
48
Ifrah Financial Services
Arkansas
$283K 5,057 +105 +2%
OC
49
Oarsman Capital
Wisconsin
$270K 4,826 +15 +0.3%
SGCA
50
Steel Grove Capital Advisors
Tennessee
$266K 4,758 +230 +5%
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