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Schwab Intermediately-Term US Treasury ETF
SCHR

Overview Fund Activity

101 hedge funds and large institutions have $670M invested in Schwab Intermediately-Term US Treasury ETF in 2017 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 48 increasing their positions, 21 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
101
Holders Change
-2
Holders Change %
-1.94%
% of All Funds
2.52%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.17%
New
13
Increased
48
Reduced
21
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$397M
2
FIMG
2
Financial & Investment Management Group
Michigan
$30.9M
3
MIH
3
Madison Investment Holdings
Wisconsin
$46.9M
4
AWMG
4
Alliance Wealth Management Group
New Jersey
$17.7M
5
FWM
5
Frontier Wealth Management
Missouri
$7.14M

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
BSAM
2
Blue Sky Asset Management
Colorado
$0
3
IA
3
IndexIQ Advisors
New York
$0
4
CWP
4
Capital Wealth Planning
Florida
$0
5
LTFS
5
Ladenburg Thalmann Financial Services
Florida
$423K
Name Holding Trade Value Shares
Change 		Shares
Change %
IFS
26
Ifrah Financial Services
Arkansas
$2.47M +$37.4K +1,388 +2%
I
27
INVST
Indiana
$2.39M +$1.1M +40,724 +85%
VF
28
Virtu Financial
New York
$2.16M +$2.16M +80,046 New
UCFA
29
United Capital Financial Advisors
Texas
$2.01M +$2.01M +74,476 New
WA
30
Waverly Advisors
Alabama
$1.79M +$403K +14,946 +29%
Financial Engines Advisors
31
Financial Engines Advisors
California
$1.66M +$1.66M +61,400 New
PWM
32
Perigon Wealth Management
California
$1.64M +$657K +24,368 +67%
Wolverine Trading
33
Wolverine Trading
Illinois
$1.58M +$1.58M +58,578 New
WIC
34
Whitegate Investment Counselors
New Hampshire
$1.56M -$197K -7,310 -11%
Envestnet Asset Management
35
Envestnet Asset Management
Illinois
$1.38M +$89K +3,300 +7%
SAM
36
SignalPoint Asset Management
Missouri
$1.3M +$9.49K +352 +0.7%
VCP
37
Vista Capital Partners
Oregon
$1.26M -$49.6K -1,840 -4%
PAG
38
Pinnacle Advisory Group
Maryland
$1.23M +$145K +5,382 +13%
PAM
39
Peak Asset Management
Colorado
$1.17M -$293K -10,868 -20%
Susquehanna International Group
40
Susquehanna International Group
Pennsylvania
$1.13M +$157K +5,822 +16%
BSW
41
Buckingham Strategic Wealth
Missouri
$1.09M +$201K +7,472 +23%
FWP
42
FAS Wealth Partners
Kansas
$1.08M +$5.5K +204 +0.5%
KWM
43
Kingsview Wealth Management
Oregon
$1.06M +$47.3K +1,754 +5%
WP
44
WealthSource Partners
California
$918K +$34.7K +1,288 +4%
RJFSA
45
Raymond James Financial Services Advisors
Florida
$853K +$48K +1,780 +6%
LPL Financial
46
LPL Financial
California
$848K +$189K +7,016 +29%
RWM
47
RKL Wealth Management
Pennsylvania
$817K +$311K +11,544 +62%
LYV
48
Live Your Vision
Pennsylvania
$768K -$1.02K -38 -0.1%
CAPTRUST Financial Advisors
49
CAPTRUST Financial Advisors
North Carolina
$717K +$717K +27,360 New
HighTower Advisors
50
HighTower Advisors
Illinois
$701K +$13.5K +500 +2%
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