SCHR icon

Schwab Intermediately-Term US Treasury ETF

86 hedge funds and large institutions have $386M invested in Schwab Intermediately-Term US Treasury ETF in 2016 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 39 increasing their positions, 20 reducing their positions, and 10 closing their positions.

Holders
86
Holders Change
+7
Holders Change %
+8.86%
% of All Funds
2.3%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.21%
New
17
Increased
39
Reduced
20
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
VCP
26
Vista Capital Partners
Oregon
$1.36M 24,384 -314 -1%
WA
27
Waverly Advisors
Alabama
$1.28M 23,054 -301 -1%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$1.25M 22,554 +18,345 +436%
CMP
29
Courage Miller Partners
Virginia
$1.21M 21,768 +3,349 +18%
LTFS
30
Ladenburg Thalmann Financial Services
Florida
$1.17M 21,023 -2,120 -9%
LYV
31
Live Your Vision
Pennsylvania
$1.1M 19,774 -16,913 -46%
RJFSA
32
Raymond James Financial Services Advisors
Florida
$794K 14,284 +93 +0.7%
PWM
33
Perigon Wealth Management
California
$783K 14,100 +404 +3%
FI
34
FormulaFolio Investments
Michigan
$770K 13,860 -12,242 -47%
PAG
35
Pinnacle Advisory Group
Maryland
$720K 13,093 +4,403 +51%
BSW
36
Buckingham Strategic Wealth
Missouri
$703K 12,650 +1,009 +9%
LPL Financial
37
LPL Financial
California
$553K 10,005 +4,162 +71%
OIA
38
Optimum Investment Advisors
Illinois
$452K 8,135 +200 +3%
Envestnet Asset Management
39
Envestnet Asset Management
Illinois
$452K 8,129 +8,129 New
VKH
40
Virtu KCG Holdings
New York
$403K 7,247 +776 +12%
Citadel Advisors
41
Citadel Advisors
Florida
$396K 7,129 +7,129 New
RCA
42
Rowland Carmichael Advisors
Arizona
$376K 6,769 -918 -12%
WCM
43
Wealthcare Capital Management
Virginia
$342K 6,150
OC
44
Oarsman Capital
Wisconsin
$312K 5,620 +794 +16%
TCM
45
Twele Capital Management
Minnesota
$305K 5,484 +333 +6%
SWP
46
Stratos Wealth Partners
Ohio
$297K 5,354 +5,354 New
HighTower Advisors
47
HighTower Advisors
Illinois
$295K 5,294 +5,294 New
AMG
48
Asset Management Group
Connecticut
$292K 5,262 +5,262 New
IFS
49
Ifrah Financial Services
Arkansas
$288K 5,176 +119 +2%
SFG
50
StrategIQ Financial Group
Indiana
$280K 5,031 +5,031 New