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Schwab Intermediately-Term US Treasury ETF
SCHR

Overview Fund Activity

186 hedge funds and large institutions have $3.09B invested in Schwab Intermediately-Term US Treasury ETF in 2019 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 74 increasing their positions, 44 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
186
Holders Change
+16
Holders Change %
+9.41%
% of All Funds
4.03%
Holding in Top 10
15
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.33%
New
42
Increased
74
Reduced
44
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Stifel Financial
Stifel Financial
Missouri
+$104M
2
CSIA
Charles Schwab Investment Advisory
California
+$87M
3
AIP
Almanack Investment Partners
Pennsylvania
+$44.6M
4
TCM
Tradewinds Capital Management
Washington
+$28.8M
5
Jane Street
Jane Street
New York
+$24.9M

Top Sellers

1
MBT
Monroe Bank & Trust
Michigan
-$57.5M
2
HCM
Hilton Capital Management
New York
-$25M
3
IA
IndexIQ Advisors
New York
-$18.2M
4
Financial Engines Advisors
Financial Engines Advisors
California
-$17.5M
5
BWI
Beacon Wealthcare Inc
North Carolina
-$7.68M
Name Holding Trade Value Shares
Change 		Shares
Change %
Renaissance Technologies
51
Renaissance Technologies
New York
$2.61M +$2.61M +97,142 New
CAPTRUST Financial Advisors
52
CAPTRUST Financial Advisors
North Carolina
$2.47M -$2.3M -85,626 -48%
FWM
53
Frontier Wealth Management
Missouri
$2.4M -$158K -5,886 -6%
WP
54
WealthSource Partners
California
$2.33M +$1.45M +53,852 +165%
MWA
55
MFA Wealth Advisors
Pennsylvania
$2.3M +$2.3M +85,226 New
CCA
56
Cobblestone Capital Advisors
New York
$2.2M -$6.02M -223,966 -73%
WCF
57
West Coast Financial
California
$2.16M +$878K +32,650 +68%
Wolverine Trading
58
Wolverine Trading
Illinois
$2.12M +$1.06M +39,262 +99%
SC
59
Slow Capital
California
$1.93M +$143K +5,304 +8%
Ameriprise
60
Ameriprise
Minnesota
$1.89M +$953K +35,420 +102%
RF
61
RHS Financial
California
$1.88M -$309K -11,472 -14%
WCM
62
Wealthcare Capital Management
Virginia
$1.84M -$1.19M -44,364 -39%
TCM
63
Tran Capital Management
California
$1.84M – – –
Susquehanna International Group
64
Susquehanna International Group
Pennsylvania
$1.84M -$205K -7,632 -10%
WA
65
Waverly Advisors
Alabama
$1.7M -$4.63K -172 -0.3%
SAM
66
SignalPoint Asset Management
Missouri
$1.62M -$2.26K -84 -0.1%
Citadel Advisors
67
Citadel Advisors
Florida
$1.61M +$1.61M +60,020 New
UCFA
68
United Capital Financial Advisors
Texas
$1.49M -$437K -16,238 -23%
SWM
69
SVA Wealth Management
Wisconsin
$1.39M -$1.97M -73,436 -59%
PP
70
PrairieView Partners
Minnesota
$1.38M +$1.38M +51,448 New
Bank of Montreal
71
Bank of Montreal
Ontario, Canada
$1.36M +$150K +5,594 +12%
BSW
72
Buckingham Strategic Wealth
Missouri
$1.34M +$321K +11,928 +32%
CW
73
CreativeOne Wealth
Kansas
$1.33M +$243K +9,036 +22%
PIMG
74
Patriot Investment Management Group
Tennessee
$1.32M +$1.32M +49,190 New
LPL Financial
75
LPL Financial
California
$1.29M -$5.76K -214 -0.4%
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