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Schwab Intermediately-Term US Treasury ETF
SCHR

Overview Fund Activity

78 hedge funds and large institutions have $283M invested in Schwab Intermediately-Term US Treasury ETF in 2016 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 26 increasing their positions, 20 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
78
Holders Change
+13
Holders Change %
+20%
% of All Funds
2.08%
Holding in Top 10
9
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+125%
% of All Funds
0.24%
New
21
Increased
26
Reduced
20
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SWA
SFMG Wealth Advisors
Texas
+$21.2M
2
CSIA
Charles Schwab Investment Advisory
California
+$14.5M
3
REMPR
Roof Eidam Maycock Peralta (REMP)
California
+$10.3M
4
AA
Apriem Advisors
California
+$9.35M
5
PTCG
Pring Turner Capital Group
California
+$6.23M

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$5.57M
2
TCM
Twele Capital Management
Minnesota
-$3.1M
3
FWM
Frontier Wealth Management
Missouri
-$2.87M
4
WA
Waverly Advisors
Alabama
-$1.23M
5
CWM
Concert Wealth Management
California
-$990K
Name Holding Trade Value Shares
Change 		Shares
Change %
SGCA
51
Steel Grove Capital Advisors
Tennessee
$250K -$23K -834 -8%
Cambridge Investment Research Advisors
52
Cambridge Investment Research Advisors
Iowa
$239K -$23.5K -852 -9%
Millennium Management
53
Millennium Management
New York
$235K +$235K +8,524 New
RCA
54
Rowland Carmichael Advisors
Arizona
$168K +$168K +6,084 New
Morgan Stanley
55
Morgan Stanley
New York
$107K +$68.2K +2,460 +175%
AP
56
Atwood & Palmer
Missouri
$86K – – –
MFS
57
MSI Financial Services
Massachusetts
$83K +$47.7K +1,730 +135%
GWM
58
Geneos Wealth Management
Colorado
$41K +$41K +1,498 New
HF
59
Hoxton Financial
West Virginia
$41K +$41K +1,500 New
BlackRock
60
BlackRock
New York
$39K -$165 -6 -0.4%
VIA
61
Vantage Investment Advisors
Pennsylvania
$27K +$27K +984 New
PG
62
Patten Group
Tennessee
$26.5K +$830 +30 +3%
MA
63
MUFG Americas
New York
$26K – – –
AIG
64
American International Group
New York
$25K – – –
PAI
65
Pittenger & Anderson Inc
Nebraska
$19K -$26.9K -950 -59%
WOC
66
West Oak Capital
California
$16.6K – – –
CDIA
67
Capital Directions Investment Advisors
Georgia
$16K +$2.18K +80 +16%
BBPWM
68
Blue Bell Private Wealth Management
Pennsylvania
$13K – – –
MWM
69
MinichMacGregor Wealth Management
New York
$11K -$7.28K -270 -40%
S
70
SignatureFD
Georgia
$6K – – –
SWA
71
Sutton Wealth Advisors
Florida
$3.09K +$3.09K +112 New
ASN
72
Advisory Services Network
Georgia
$3K +$95 +4 +3%
UBS Group
73
UBS Group
Switzerland
$2K -$337K -10,120 -99%
Creative Planning
74
Creative Planning
Kansas
$2K +$2K +56 New
SBL
75
Sargent Bickham Lagudis
Colorado
$1K +$1K +20 New
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