SCHR icon

Schwab Intermediately-Term US Treasury ETF

127 hedge funds and large institutions have $743M invested in Schwab Intermediately-Term US Treasury ETF in 2017 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 53 increasing their positions, 27 reducing their positions, and 6 closing their positions.

Holders
127
Holders Change
+26
Holders Change %
+25.74%
% of All Funds
2.88%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.23%
New
32
Increased
53
Reduced
27
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
LYV
51
Live Your Vision
Pennsylvania
$987K +$236K +8,938 +31%
FGC
52
Financial Gravity Companies
Texas
$973K +$973K +36,972 New
WP
53
WealthSource Partners
California
$945K +$37.3K +1,400 +4%
SP
54
Successful Portfolios
Florida
$908K +$908K +34,062 New
Wolverine Trading
55
Wolverine Trading
Illinois
$891K -$671K -25,170 -43%
CAPTRUST Financial Advisors
56
CAPTRUST Financial Advisors
North Carolina
$869K +$139K +5,198 +19%
LPL Financial
57
LPL Financial
California
$861K +$22.1K +830 +3%
RJFSA
58
Raymond James Financial Services Advisors
Florida
$825K -$18.5K -696 -2%
VF
59
Virtu Financial
New York
$761K -$1.37M -51,506 -64%
SF
60
Synovus Financial
Georgia
$748K +$240K +9,000 +47%
HighTower Advisors
61
HighTower Advisors
Illinois
$679K -$12.9K -484 -2%
FI
62
FormulaFolio Investments
Michigan
$657K +$122K +4,574 +23%
AMG
63
Asset Management Group
Connecticut
$643K +$2.61K +98 +0.4%
TIM
64
Tortoise Investment Management
New York
$640K +$332K +12,460 +108%
SBA
65
Secrest Blakey & Associates
North Carolina
$610K +$610K +22,834 New
MCM
66
Mainstay Capital Management
Michigan
$569K +$569K +21,330 New
Commonwealth Equity Services
67
Commonwealth Equity Services
Massachusetts
$504K -$31.4K -1,180 -6%
Financial Engines Advisors
68
Financial Engines Advisors
California
$454K -$1.18M -44,368 -72%
IA
69
IFP Advisors
Florida
$448K +$383K +14,360 +587%
MPWT
70
MassMutual Private Wealth & Trust
Connecticut
$444K +$444K +16,638 New
LFG
71
Larson Financial Group
Missouri
$431K +$431K +16,164 New
VCM
72
Versant Capital Management
Arizona
$430K +$377K +14,142 +707%
AWS
73
AJ Wealth Strategies
New York
$414K
FC
74
Financial Consulate
Maryland
$378K +$8.69K +326 +2%
OIA
75
Optimum Investment Advisors
Illinois
$377K -$13.3K -500 -3%