SCHR icon

Schwab Intermediately-Term US Treasury ETF

84 hedge funds and large institutions have $414M invested in Schwab Intermediately-Term US Treasury ETF in 2016 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 43 increasing their positions, 20 reducing their positions, and 13 closing their positions.

Holders
84
Holders Change
-2
Holders Change %
-2.33%
% of All Funds
2.1%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.2%
New
12
Increased
43
Reduced
20
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CMP
26
Courage Miller Partners
Virginia
$1.58M 29,658 +7,890 +36%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$1.57M 29,393 +25,182 +598%
Susquehanna International Group
28
Susquehanna International Group
Pennsylvania
$1.56M 29,278 -17,031 -37%
ADL
29
Asset Dedication LLC
California
$1.34M 25,048 +296 +1%
VCP
30
Vista Capital Partners
Oregon
$1.33M 24,834 +450 +2%
WA
31
Waverly Advisors
Alabama
$1.25M 23,489 +435 +2%
LTFS
32
Ladenburg Thalmann Financial Services
Florida
$1.24M 23,143 +2,120 +10%
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$1.18M 22,164 -390 -2%
WCM
34
Wealthcare Capital Management
Virginia
$1.15M 21,481 +15,331 +249%
LYV
35
Live Your Vision
Pennsylvania
$845K 15,837 -3,937 -20%
PWM
36
Perigon Wealth Management
California
$820K 15,381 +1,281 +9%
RJFSA
37
Raymond James Financial Services Advisors
Florida
$799K 14,974 +690 +5%
BSW
38
Buckingham Strategic Wealth
Missouri
$794K 14,876 +2,226 +18%
PAG
39
Pinnacle Advisory Group
Maryland
$777K 14,557 +1,464 +11%
Creative Planning
40
Creative Planning
Kansas
$724K 13,567 +13,264 +4,378%
FWP
41
FAS Wealth Partners
Kansas
$715K 13,399 +8,448 +171%
AI
42
Atria Investments
North Carolina
$707K 13,248 +13,248 New
AWS
43
AJ Wealth Strategies
New York
$652K 12,217 +12,217 New
SIC
44
Salem Investment Counselors
North Carolina
$650K 12,175 +1,121 +10%
LPL Financial
45
LPL Financial
California
$574K 10,747 +742 +7%
OIA
46
Optimum Investment Advisors
Illinois
$445K 8,335 +200 +2%
Bank of America
47
Bank of America
North Carolina
$414K 7,773 +3,185 +69%
SFG
48
StrategIQ Financial Group
Indiana
$401K 7,521 +2,490 +49%
TCM
49
Twele Capital Management
Minnesota
$360K 6,748 +1,264 +23%
AIA
50
Allegis Investment Advisors
Idaho
$357K 6,684 +6,684 New