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Schwab Intermediately-Term US Treasury ETF
SCHR

Overview Fund Activity

146 hedge funds and large institutions have $2.49B invested in Schwab Intermediately-Term US Treasury ETF in 2018 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 70 increasing their positions, 31 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
146
Holders Change
+8
Holders Change %
+5.8%
% of All Funds
3.34%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.23%
New
26
Increased
70
Reduced
31
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$1.97B
2
MIH
2
Madison Investment Holdings
Wisconsin
$90.5M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$45.4M
4
Jane Street
4
Jane Street
New York
$28.8M
5
VOYA Investment Management
5
VOYA Investment Management
Georgia
$23M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$232K
2
PTCG
2
Pring Turner Capital Group
California
$211K
3
AFS
3
Access Financial Services
Minnesota
$23.7M
4
FIMG
4
Financial & Investment Management Group
Michigan
$4.6M
5
UCFA
5
United Capital Financial Advisors
Texas
$1.79M
Name Holding Trade Value Shares
Change 		Shares
Change %
WIC
51
Whitegate Investment Counselors
New Hampshire
$1.4M -$32.2K -1,242 -2%
FGAM
52
Financial Gravity Asset Management
Texas
$1.34M +$59.1K +2,278 +5%
Financial Engines Advisors
53
Financial Engines Advisors
California
$1.32M +$448K +17,286 +51%
Koshinski Asset Management
54
Koshinski Asset Management
Illinois
$1.32M +$1.32M +51,010 New
PAG
55
Pinnacle Advisory Group
Maryland
$1.31M -$25.2K -974 -2%
Bank of Montreal
56
Bank of Montreal
Ontario, Canada
$1.26M +$55.1K +2,128 +5%
SP
57
Successful Portfolios
Florida
$1.2M +$62.5K +2,416 +6%
VCP
58
Vista Capital Partners
Oregon
$1.16M +$6.11K +236 +0.5%
AI
59
Atria Investments
North Carolina
$1.09M +$270K +10,438 +33%
BSW
60
Buckingham Strategic Wealth
Missouri
$1.02M -$72.3K -2,794 -7%
CW
61
CreativeOne Wealth
Kansas
$999K +$379K +14,626 +61%
WCF
62
West Coast Financial
California
$996K +$570K +21,988 +134%
FA
63
Fagan Associates
New York
$851K +$23.5K +908 +3%
FI
64
FormulaFolio Investments
Michigan
$814K +$15K +578 +2%
WP
65
WealthSource Partners
California
$813K +$22.1K +854 +3%
RJFSA
66
Raymond James Financial Services Advisors
Florida
$810K +$39.5K +1,526 +5%
LA
67
LVW Advisors
New York
$803K +$158K +6,090 +24%
CAPTRUST Financial Advisors
68
CAPTRUST Financial Advisors
North Carolina
$741K +$78.7K +3,038 +12%
TIM
69
Tortoise Investment Management
New York
$724K -$30K -1,160 -4%
VCM
70
Vision Capital Management
Oregon
$696K +$174K +6,704 +33%
MCM
71
Mainstay Capital Management
Michigan
$694K -$11.9K -458 -2%
LPL Financial
72
LPL Financial
California
$668K -$118K -4,562 -15%
SF
73
Synovus Financial
Georgia
$664K – – –
AMG
74
Asset Management Group
Connecticut
$634K +$3.78K +146 +0.6%
DBRC
75
D.B. Root & Company
Pennsylvania
$592K +$592K +22,872 New
1 2
3
4 5