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Schwab Intermediately-Term US Treasury ETF
SCHR

Overview Fund Activity

170 hedge funds and large institutions have $2.8B invested in Schwab Intermediately-Term US Treasury ETF in 2018 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 56 increasing their positions, 45 reducing their positions, and 21 closing their positions.

Holders
170
Holders Change
+24
Holders Change %
+16.44%
% of All Funds
3.79%
Holding in Top 10
15
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+50%
% of All Funds
0.33%
New
47
Increased
56
Reduced
45
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$2.09B
2
MBT
2
Monroe Bank & Trust
Michigan
$67.7M
3
MIH
3
Madison Investment Holdings
Wisconsin
$119M
4
HCM
4
Hilton Capital Management
New York
$25M
5
IA
5
IndexIQ Advisors
New York
$29.3M

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
AFS
2
Access Financial Services
Minnesota
$0
3
CCP
3
Cardan Capital Partners
Colorado
$0
4
AWMG
4
Alliance Wealth Management Group
New Jersey
$0
5
TCM
5
Towercrest Capital Management
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
26
Cetera Advisors
Colorado
$5.99M +$253K +9,558 +4%
MFT
27
Moisand Fitzgerald Tamayo
Florida
$5.91M -$735K -27,776 -11%
SFA
28
Sequoia Financial Advisors
Ohio
$5.73M +$822K +31,062 +17%
MA
29
MCF Advisors
Kentucky
$5.7M +$5.7M +215,156 New
SLWS
30
Swaine & Leidel Wealth Services
Florida
$5.51M +$5.51M +208,104 New
QCMNJ
31
Quantum Capital Management (New Jersey)
New Jersey
$5.43M +$88.9K +3,360 +2%
PAG
32
Pinnacle Advisory Group
Maryland
$5.38M +$4.04M +152,550 +301%
Bank of America
33
Bank of America
North Carolina
$5.06M +$2.9M +109,554 +134%
JWS
34
Juncture Wealth Strategies
Arizona
$5.02M -$1.05M -39,602 -17%
CAPTRUST Financial Advisors
35
CAPTRUST Financial Advisors
North Carolina
$4.7M +$3.94M +148,918 +521%
RWM
36
RKL Wealth Management
Pennsylvania
$4.68M +$76.3K +2,884 +2%
RWA
37
Redhawk Wealth Advisors
Minnesota
$4.18M +$4.18M +157,756 New
BC
38
Brinker Capital
Pennsylvania
$3.36M +$3.36M +126,778 New
SWM
39
SeaCrest Wealth Management
New York
$3.35M -$18.1K -684 -0.5%
SWM
40
SVA Wealth Management
Wisconsin
$3.31M -$822K -31,052 -20%
ML
41
McAdam LLC
Pennsylvania
$3.11M -$691K -26,094 -18%
CMP
42
Courage Miller Partners
Virginia
$3.1M +$45K +1,700 +1%
WCM
43
Wealthcare Capital Management
Virginia
$2.99M +$2.95M +111,390 +7,466%
Commonwealth Equity Services
44
Commonwealth Equity Services
Massachusetts
$2.76M +$2.76M +104,196 New
IFS
45
Ifrah Financial Services
Arkansas
$2.58M -$34.9K -1,318 -1%
FWM
46
Frontier Wealth Management
Missouri
$2.52M -$1.17M -44,198 -32%
KWM
47
Kingsview Wealth Management
Oregon
$2.32M +$529K +19,996 +30%
DBRC
48
D.B. Root & Company
Pennsylvania
$2.19M +$1.58M +59,810 +261%
RF
49
RHS Financial
California
$2.15M +$2.15M +81,300 New
Susquehanna International Group
50
Susquehanna International Group
Pennsylvania
$2.01M -$639K -24,148 -24%
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