SCHR icon

Schwab Intermediately-Term US Treasury ETF

79 hedge funds and large institutions have $328M invested in Schwab Intermediately-Term US Treasury ETF in 2016 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 31 increasing their positions, 22 reducing their positions, and 9 closing their positions.

Holders
79
Holders Change
+1
Holders Change %
+1.28%
% of All Funds
2.11%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.24%
New
11
Increased
31
Reduced
22
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Millennium Management
51
Millennium Management
New York
$265K 4,740 +478 +11%
BRWA
52
B. Riley Wealth Advisors
Florida
$254K 4,522 +4,522 New
Cambridge Investment Research Advisors
53
Cambridge Investment Research Advisors
Iowa
$236K 4,209 -125 -3%
Morgan Stanley
54
Morgan Stanley
New York
$183K 3,269 +1,338 +69%
GAM
55
Gemmer Asset Management
California
$136K 2,422 +2,422 New
PSUF
56
People's United Financial
Connecticut
$89K 1,594 +1,594 New
AP
57
Atwood & Palmer
Missouri
$88K 1,564
MFS
58
MSI Financial Services
Massachusetts
$84K 1,507 +2 +0.1%
Bank of Montreal
59
Bank of Montreal
Ontario, Canada
$47K 845 +845 New
GWM
60
Geneos Wealth Management
Colorado
$41K 749
UBS Group
61
UBS Group
Switzerland
$36K 643 +613 +2,043%
BlackRock
62
BlackRock
New York
$29K 515 -192 -27%
VIA
63
Vantage Investment Advisors
Pennsylvania
$28K 492
PG
64
Patten Group
Tennessee
$27.3K 487 +8 +2%
AG
65
Advisor Group
Arizona
$25K 460 +460 New
ASN
66
Advisory Services Network
Georgia
$20K 356 +293 +465%
PAI
67
Pittenger & Anderson Inc
Nebraska
$18K 320 -15 -4%
WOC
68
West Oak Capital
California
$16.8K 300
CDIA
69
Capital Directions Investment Advisors
Georgia
$16K 293
IA
70
IFP Advisors
Florida
$16K 290 +290 New
BBPWM
71
Blue Bell Private Wealth Management
Pennsylvania
$14K 233
MWM
72
MinichMacGregor Wealth Management
New York
$11K 204
S
73
SignatureFD
Georgia
$6K 110
Creative Planning
74
Creative Planning
Kansas
$6K 105 +77 +275%
SIM
75
Sonora Investment Management
Arizona
$3.81K 68 +68 New