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Schwab Intermediately-Term US Treasury ETF
SCHR

Overview Fund Activity

133 hedge funds and large institutions have $910M invested in Schwab Intermediately-Term US Treasury ETF in 2018 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 55 increasing their positions, 39 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
133
Holders Change
+6
Holders Change %
+4.72%
% of All Funds
3.05%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.21%
New
19
Increased
55
Reduced
39
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$527M
2
Ameriprise
2
Ameriprise
Minnesota
$47M
3
AFS
3
Access Financial Services
Minnesota
$26.8M
4
CCP
4
Cardan Capital Partners
Colorado
$15.2M
5
MIH
5
Madison Investment Holdings
Wisconsin
$30.9M

Top Sellers

1
FIMG
1
Financial & Investment Management Group
Michigan
$14.9M
2
SP
2
SWS Partners
Ohio
$7.43M
3
AI
3
Atria Investments
North Carolina
$846K
4
KF
4
Krilogy Financial
Missouri
$8.13M
5
CCA
5
Cobblestone Capital Advisors
New York
$7.41M
Name Holding Trade Value Shares
Change 		Shares
Change %
BSB
26
Bangor Savings Bank
Maine
$3.71M +$477K +18,152 +15%
SWM
27
SeaCrest Wealth Management
New York
$3.65M -$3.89K -148 -0.1%
ML
28
McAdam LLC
Pennsylvania
$3.57M +$160K +6,088 +5%
UBS Group
29
UBS Group
Switzerland
$3.53M -$312K -11,858 -8%
UCFA
30
United Capital Financial Advisors
Texas
$3.47M +$418K +15,898 +14%
ACG
31
Allen Capital Group
Nebraska
$3.43M +$451K +17,164 +15%
SFA
32
Sequoia Financial Advisors
Ohio
$3.09M +$412K +15,682 +15%
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$3.02M +$399K +15,190 +15%
CMP
34
Courage Miller Partners
Virginia
$2.77M -$28.2K -1,072 -1%
MWA
35
MFA Wealth Advisors
Pennsylvania
$2.65M -$59K -2,264 -2%
IFS
36
Ifrah Financial Services
Arkansas
$2.52M +$68K +2,586 +3%
RWM
37
RKL Wealth Management
Pennsylvania
$2.48M +$1.35M +51,224 +119%
I
38
INVST
Indiana
$2.46M -$19.3K -736 -0.8%
REMPR
39
Roof Eidam Maycock Peralta (REMP)
California
$2.38M -$551K -20,970 -19%
HGWM
40
Harvest Group Wealth Management
Massachusetts
$2.08M +$96.9K +3,684 +5%
SC
41
Slow Capital
California
$1.82M +$1.82M +69,012 +50,009%
WA
42
Waverly Advisors
Alabama
$1.75M -$75.8K -2,882 -4%
Bank of Montreal
43
Bank of Montreal
Ontario, Canada
$1.54M -$874K -33,222 -36%
Bank of America
44
Bank of America
North Carolina
$1.49M +$1.18M +44,942 +385%
WIC
45
Whitegate Investment Counselors
New Hampshire
$1.46M +$14.8K +564 +1%
SAM
46
SignalPoint Asset Management
Missouri
$1.45M +$143K +5,454 +11%
KWM
47
Kingsview Wealth Management
Oregon
$1.4M +$259K +9,870 +23%
PAG
48
Pinnacle Advisory Group
Maryland
$1.36M +$76K +2,888 +6%
Wolverine Trading
49
Wolverine Trading
Illinois
$1.34M +$463K +17,592 +53%
BWI
50
Beacon Wealthcare Inc
North Carolina
$1.29M +$203K +7,708 +19%
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