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Schwab Intermediately-Term US Treasury ETF
SCHR

Overview Fund Activity

138 hedge funds and large institutions have $2.32B invested in Schwab Intermediately-Term US Treasury ETF in 2018 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 64 increasing their positions, 34 reducing their positions, and 15 closing their positions.

Holders
138
Holders Change
+5
Holders Change %
+3.76%
% of All Funds
3.16%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.25%
New
22
Increased
64
Reduced
34
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$1.91B
2
Ameriprise
2
Ameriprise
Minnesota
$77.7M
3
SP
3
SWS Partners
Ohio
$7.12M
4
TCM
4
Towercrest Capital Management
Pennsylvania
$6.16M
5
MIH
5
Madison Investment Holdings
Wisconsin
$35.8M

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
FIMG
2
Financial & Investment Management Group
Michigan
$7.69M
3
EF
3
Empirical Finance
Pennsylvania
$0
4
ACG
4
Allen Capital Group
Nebraska
$580K
5
CCA
5
Cobblestone Capital Advisors
New York
$6.35M
Name Holding Trade Value Shares
Change 		Shares
Change %
RWM
26
RKL Wealth Management
Pennsylvania
$3.94M +$1.48M +56,334 +60%
ML
27
McAdam LLC
Pennsylvania
$3.85M +$296K +11,332 +8%
SWM
28
SeaCrest Wealth Management
New York
$3.43M -$198K -7,570 -5%
UBS Group
29
UBS Group
Switzerland
$3.39M -$124K -4,722 -4%
UCFA
30
United Capital Financial Advisors
Texas
$3.35M -$105K -4,026 -3%
SFA
31
Sequoia Financial Advisors
Ohio
$3.27M +$191K +7,310 +6%
FWM
32
Frontier Wealth Management
Missouri
$3.14M -$808K -30,870 -20%
HGWM
33
Harvest Group Wealth Management
Massachusetts
$2.88M +$811K +30,990 +39%
CMP
34
Courage Miller Partners
Virginia
$2.87M +$111K +4,246 +4%
MWA
35
MFA Wealth Advisors
Pennsylvania
$2.69M +$31.5K +1,204 +1%
IFS
36
Ifrah Financial Services
Arkansas
$2.54M +$29K +1,110 +1%
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
$2.48M -$529K -20,224 -18%
SWM
38
SVA Wealth Management
Wisconsin
$2.22M +$2.22M +84,728 New
REMPR
39
Roof Eidam Maycock Peralta (REMP)
California
$2.19M -$186K -7,120 -8%
I
40
INVST
Indiana
$2M -$449K -17,176 -18%
Bank of America
41
Bank of America
North Carolina
$1.95M +$468K +17,898 +32%
SC
42
Slow Capital
California
$1.88M +$72.1K +2,756 +4%
WA
43
Waverly Advisors
Alabama
$1.72M -$23.1K -884 -1%
KWM
44
Kingsview Wealth Management
Oregon
$1.54M +$146K +5,568 +10%
SAM
45
SignalPoint Asset Management
Missouri
$1.49M +$53.7K +2,050 +4%
WIC
46
Whitegate Investment Counselors
New Hampshire
$1.45M – – –
PAG
47
Pinnacle Advisory Group
Maryland
$1.35M -$3.4K -130 -0.3%
Wolverine Trading
48
Wolverine Trading
Illinois
$1.34M – – –
FGAM
49
Financial Gravity Asset Management
Texas
$1.29M +$98K +3,750 +8%
Bank of Montreal
50
Bank of Montreal
Ontario, Canada
$1.21M -$319K -12,194 -21%
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