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Schwab Intermediately-Term US Treasury ETF
SCHR

Overview Fund Activity

101 hedge funds and large institutions have $670M invested in Schwab Intermediately-Term US Treasury ETF in 2017 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 48 increasing their positions, 21 reducing their positions, and 14 closing their positions.

Holders
101
Holders Change
-2
Holders Change %
-1.94%
% of All Funds
2.52%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.17%
New
13
Increased
48
Reduced
21
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$397M
2
FIMG
2
Financial & Investment Management Group
Michigan
$30.9M
3
MIH
3
Madison Investment Holdings
Wisconsin
$46.9M
4
AWMG
4
Alliance Wealth Management Group
New Jersey
$17.7M
5
FWM
5
Frontier Wealth Management
Missouri
$7.14M

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
BSAM
2
Blue Sky Asset Management
Colorado
$0
3
IA
3
IndexIQ Advisors
New York
$0
4
CWP
4
Capital Wealth Planning
Florida
$0
5
LTFS
5
Ladenburg Thalmann Financial Services
Florida
$423K
Name Holding Trade Value Shares
Change 		Shares
Change %
AMG
51
Asset Management Group
Connecticut
$648K +$52.5K +1,946 +9%
Commonwealth Equity Services
52
Commonwealth Equity Services
Massachusetts
$542K -$4.69K -174 -0.9%
FI
53
FormulaFolio Investments
Michigan
$541K +$315K +11,694 +140%
SF
54
Synovus Financial
Georgia
$513K +$4.85K +180 +1%
OC
55
Oarsman Capital
Wisconsin
$451K +$13.3K +492 +3%
SFG
56
StrategIQ Financial Group
Indiana
$432K +$4.48K +166 +1%
LTFS
57
Ladenburg Thalmann Financial Services
Florida
$423K -$928K -34,432 -69%
AWS
58
AJ Wealth Strategies
New York
$419K – – –
Creative Planning
59
Creative Planning
Kansas
$416K -$1.84K -68 -0.4%
OIA
60
Optimum Investment Advisors
Illinois
$395K +$66.1K +2,454 +20%
Citadel Advisors
61
Citadel Advisors
Florida
$380K -$122K -4,526 -24%
FC
62
Financial Consulate
Maryland
$373K -$20.5K -762 -5%
TCM
63
Twele Capital Management
Minnesota
$333K – – –
FA
64
Fagan Associates
New York
$329K +$329K +12,186 New
Millennium Management
65
Millennium Management
New York
$322K +$322K +11,930 New
Bank of America
66
Bank of America
North Carolina
$318K -$108K -4,014 -25%
SJIM
67
St. Johns Investment Management
Florida
$318K – – –
TIM
68
Tortoise Investment Management
New York
$311K +$148K +5,500 +91%
SGCA
69
Steel Grove Capital Advisors
Tennessee
$276K – – –
BWP
70
BSW Wealth Partners
Colorado
$260K +$13.2K +490 +5%
AFP
71
Ausdal Financial Partners
Iowa
$200K +$200K +7,418 New
RCA
72
Rowland Carmichael Advisors
Arizona
$183K -$29.9K -1,106 -14%
Royal Bank of Canada
73
Royal Bank of Canada
Ontario, Canada
$110K +$6.27K +232 +6%
WCM
74
Wealthcare Capital Management
Virginia
$104K – – –
ASN
75
Advisory Services Network
Georgia
$76K +$1.19K +44 +2%
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