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Schwab Intermediately-Term US Treasury ETF
SCHR

Overview Fund Activity

127 hedge funds and large institutions have $743M invested in Schwab Intermediately-Term US Treasury ETF in 2017 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 53 increasing their positions, 27 reducing their positions, and 6 closing their positions.

Holders
127
Holders Change
+26
Holders Change %
+25.74%
% of All Funds
2.88%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.23%
New
32
Increased
53
Reduced
27
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$455M
2
CCA
2
Cobblestone Capital Advisors
New York
$9.42M
3
AB
3
AT Bancorp
Iowa
$5.65M
4
Jane Street
4
Jane Street
New York
$3.91M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$2.48M

Top Sellers

1
MIH
1
Madison Investment Holdings
Wisconsin
$22.9M
2
AWMG
2
Alliance Wealth Management Group
New Jersey
$6.26M
3
FIMG
3
Financial & Investment Management Group
Michigan
$25.8M
4
FWM
4
Frontier Wealth Management
Missouri
$4.22M
5
PWM
5
Perigon Wealth Management
California
$57K
Name Holding Trade Value Shares
Change 		Shares
Change %
BSB
26
Bangor Savings Bank
Maine
$3.28M +$294K +11,014 +10%
UCFA
27
United Capital Financial Advisors
Texas
$3.1M +$1.11M +41,652 +56%
ACG
28
Allen Capital Group
Nebraska
$3.02M +$3.02M +113,434 New
REMPR
29
Roof Eidam Maycock Peralta (REMP)
California
$2.98M -$110K -4,120 -4%
CMP
30
Courage Miller Partners
Virginia
$2.84M +$66.8K +2,508 +2%
MWA
31
MFA Wealth Advisors
Pennsylvania
$2.74M +$2.74M +103,984 New
SFA
32
Sequoia Financial Advisors
Ohio
$2.72M +$226K +8,492 +9%
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$2.66M +$164K +6,154 +7%
I
34
INVST
Indiana
$2.51M +$152K +5,718 +6%
IFS
35
Ifrah Financial Services
Arkansas
$2.49M +$44.7K +1,678 +2%
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$2.48M +$2.37M +89,106 +2,190%
Bank of Montreal
37
Bank of Montreal
Ontario, Canada
$2.45M -$64K -2,402 -3%
HGWM
38
Harvest Group Wealth Management
Massachusetts
$2.01M +$2.01M +75,378 New
WA
39
Waverly Advisors
Alabama
$1.85M +$82K +3,074 +5%
Envestnet Asset Management
40
Envestnet Asset Management
Illinois
$1.7M +$338K +12,678 +25%
Susquehanna International Group
41
Susquehanna International Group
Pennsylvania
$1.7M +$584K +21,914 +52%
WIC
42
Whitegate Investment Counselors
New Hampshire
$1.46M -$78.4K -2,940 -5%
SAM
43
SignalPoint Asset Management
Missouri
$1.32M +$33.7K +1,264 +3%
PAG
44
Pinnacle Advisory Group
Maryland
$1.3M +$88.5K +3,322 +7%
VCP
45
Vista Capital Partners
Oregon
$1.2M -$41.2K -1,544 -3%
FWP
46
FAS Wealth Partners
Kansas
$1.19M +$125K +4,680 +12%
KWM
47
Kingsview Wealth Management
Oregon
$1.15M +$110K +4,108 +10%
RWM
48
RKL Wealth Management
Pennsylvania
$1.14M +$335K +12,574 +41%
BWI
49
Beacon Wealthcare Inc
North Carolina
$1.1M +$1.1M +41,420 New
BSW
50
Buckingham Strategic Wealth
Missouri
$1.09M +$13.1K +492 +1%
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