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Schwab Intermediately-Term US Treasury ETF
SCHR

Overview Fund Activity

97 hedge funds and large institutions have $476M invested in Schwab Intermediately-Term US Treasury ETF in 2017 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 38 increasing their positions, 27 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
97
Holders Change
+13
Holders Change %
+15.48%
% of All Funds
2.42%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.17%
New
19
Increased
38
Reduced
27
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$278M
2
FIMG
2
Financial & Investment Management Group
Michigan
$37M
3
FIM
3
Freedom Investment Management
Connecticut
$7.63M
4
AWMG
4
Alliance Wealth Management Group
New Jersey
$6.97M
5
Jane Street
5
Jane Street
New York
$5.47M

Top Sellers

1
SWA
1
SFMG Wealth Advisors
Texas
$0
2
IA
2
IndexIQ Advisors
New York
$254K
3
FWM
3
Frontier Wealth Management
Missouri
$3.87M
4
REMPR
4
Roof Eidam Maycock Peralta (REMP)
California
$1.78M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$149K
Name Holding Trade Value Shares
Change 		Shares
Change %
AMG
51
Asset Management Group
Connecticut
$466K +$127K +4,718 +37%
AIA
52
Allegis Investment Advisors
Idaho
$441K +$82.6K +3,082 +23%
SFG
53
StrategIQ Financial Group
Indiana
$414K +$11K +412 +3%
OIA
54
Optimum Investment Advisors
Illinois
$402K -$44.8K -1,670 -10%
OC
55
Oarsman Capital
Wisconsin
$391K +$41K +1,528 +12%
TCM
56
Twele Capital Management
Minnesota
$368K +$5.9K +220 +2%
SJIM
57
St. Johns Investment Management
Florida
$316K +$53.3K +1,990 +20%
Bank of America
58
Bank of America
North Carolina
$293K -$124K -4,620 -30%
Wolverine Trading
59
Wolverine Trading
Illinois
$289K +$289K +10,792 New
DIS
60
Diversified Investment Strategies
Louisiana
$288K +$288K +10,750 New
SGCA
61
Steel Grove Capital Advisors
Tennessee
$274K – – –
IA
62
IndexIQ Advisors
New York
$254K -$8.18M -304,412 -97%
RCA
63
Rowland Carmichael Advisors
Arizona
$231K -$83.4K -3,114 -27%
TSS
64
Two Sigma Securities
New York
$203K +$203K +7,558 New
UBS Group
65
UBS Group
Switzerland
$177K +$124K +4,644 +235%
TIM
66
Tortoise Investment Management
New York
$162K +$162K +6,052 New
Royal Bank of Canada
67
Royal Bank of Canada
Ontario, Canada
$149K -$1.43M -53,248 -91%
AA
68
Apriem Advisors
California
$119K -$10.7K -400 -8%
WCM
69
Wealthcare Capital Management
Virginia
$103K -$1.05M -39,114 -91%
PSUF
70
People's United Financial
Connecticut
$94K +$2.89K +108 +3%
AP
71
Atwood & Palmer
Missouri
$84K – – –
ASN
72
Advisory Services Network
Georgia
$79K +$79K +2,956 New
Morgan Stanley
73
Morgan Stanley
New York
$72K -$214 -8 -0.3%
IA
74
IFP Advisors
Florida
$61K +$37.4K +1,394 +158%
MAS
75
Madden Advisory Services
Florida
$54K +$54K +2,020 New
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