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Schwab Intermediately-Term US Treasury ETF
SCHR

Overview Fund Activity

78 hedge funds and large institutions have $283M invested in Schwab Intermediately-Term US Treasury ETF in 2016 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 26 increasing their positions, 20 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
78
Holders Change
+13
Holders Change %
+20%
% of All Funds
2.08%
Holding in Top 10
9
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+125%
% of All Funds
0.24%
New
21
Increased
26
Reduced
20
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SWA
SFMG Wealth Advisors
Texas
$21.2M
2
CSIA
Charles Schwab Investment Advisory
California
$121M
3
REMPR
Roof Eidam Maycock Peralta (REMP)
California
$10.6M
4
AA
Apriem Advisors
California
$9.65M
5
PTCG
Pring Turner Capital Group
California
$6.23M

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$0
2
TCM
Twele Capital Management
Minnesota
$253K
3
FWM
Frontier Wealth Management
Missouri
$5.16M
4
WA
Waverly Advisors
Alabama
$1.3M
5
CWM
Concert Wealth Management
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Northwestern Mutual Wealth Management
76
Northwestern Mutual Wealth Management
Wisconsin
$1K +$1K +36 New
TCM
77
Tradewinds Capital Management
Washington
$1K +$1K +36 New
Susquehanna International Group
78
Susquehanna International Group
Pennsylvania
– -$5.57M -207,644 Closed
CWM
79
Concert Wealth Management
California
– -$990K -36,868 Closed
SS
80
Simplicity Solutions
Minnesota
– -$532K -19,846 Closed
IA
81
IFP Advisors
Florida
– -$16K -580 Closed
TRCT
82
Tower Research Capital (TRC)
New York
– -$5K -200 Closed
AIS
83
Accurate Investment Solutions
Pennsylvania
– -$4K -150 Closed
EWM
84
Evercore Wealth Management
New York
– -$3K -96 Closed
NMIS
85
Northwestern Mutual Investment Services
Wisconsin
– -$1K -36 Closed
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