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Schwab Intermediately-Term US Treasury ETF
SCHR

Overview Fund Activity

103 hedge funds and large institutions have $542M invested in Schwab Intermediately-Term US Treasury ETF in 2017 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 43 increasing their positions, 25 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
103
Holders Change
+6
Holders Change %
+6.19%
% of All Funds
2.57%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.17%
New
16
Increased
43
Reduced
25
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$335M
2
MIH
2
Madison Investment Holdings
Wisconsin
$33.7M
3
JWS
3
Juncture Wealth Strategies
Arizona
$6.69M
4
BSAM
4
Blue Sky Asset Management
Colorado
$1.79M
5
KF
5
Krilogy Financial
Missouri
$10.1M

Top Sellers

1
FIMG
1
Financial & Investment Management Group
Michigan
$3.36M
2
FC
2
Financial Consulate
Maryland
$394K
3
Jane Street
3
Jane Street
New York
$2.31M
4
SFA
4
Sequoia Financial Advisors
Ohio
$2.59M
5
FWM
5
Frontier Wealth Management
Missouri
$3M
Name Holding Trade Value Shares
Change 		Shares
Change %
BSAM
26
Blue Sky Asset Management
Colorado
$1.79M +$1.79M +66,240 New
WIC
27
Whitegate Investment Counselors
New Hampshire
$1.75M +$29.1K +1,080 +2%
VKH
28
Virtu KCG Holdings
New York
$1.66M +$1.66M +61,588 New
AI
29
Atria Investments
North Carolina
$1.65M +$198K +7,340 +14%
PAM
30
Peak Asset Management
Colorado
$1.46M -$174K -6,454 -11%
WA
31
Waverly Advisors
Alabama
$1.39M +$33.1K +1,226 +2%
LTFS
32
Ladenburg Thalmann Financial Services
Florida
$1.35M -$566K -20,980 -30%
VCP
33
Vista Capital Partners
Oregon
$1.31M -$36.8K -1,362 -3%
SAM
34
SignalPoint Asset Management
Missouri
$1.29M -$8.37K -310 -0.6%
Envestnet Asset Management
35
Envestnet Asset Management
Illinois
$1.29M +$32.9K +1,218 +3%
I
36
INVST
Indiana
$1.28M +$1.28M +47,758 New
PAG
37
Pinnacle Advisory Group
Maryland
$1.08M +$51.4K +1,904 +5%
FWP
38
FAS Wealth Partners
Kansas
$1.07M +$7.99K +296 +0.8%
IA
39
IndexIQ Advisors
New York
$1.05M +$797K +29,538 +312%
KWM
40
Kingsview Wealth Management
Oregon
$1.01M +$65K +2,408 +7%
CWP
41
Capital Wealth Planning
Florida
$995K +$995K +36,856 New
PWM
42
Perigon Wealth Management
California
$981K +$177K +6,556 +22%
Susquehanna International Group
43
Susquehanna International Group
Pennsylvania
$977K +$369K +13,674 +61%
BSW
44
Buckingham Strategic Wealth
Missouri
$887K -$62.6K -2,322 -7%
WP
45
WealthSource Partners
California
$884K -$105K -3,876 -11%
RJFSA
46
Raymond James Financial Services Advisors
Florida
$806K +$8.96K +332 +1%
LYV
47
Live Your Vision
Pennsylvania
$772K +$10.3K +382 +1%
HighTower Advisors
48
HighTower Advisors
Illinois
$688K -$196K -7,258 -22%
LPL Financial
49
LPL Financial
California
$659K +$27.1K +1,004 +4%
AMG
50
Asset Management Group
Connecticut
$596K +$127K +4,700 +27%
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