SCHR icon

Schwab Intermediately-Term US Treasury ETF

84 hedge funds and large institutions have $414M invested in Schwab Intermediately-Term US Treasury ETF in 2016 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 43 increasing their positions, 20 reducing their positions, and 13 closing their positions.

Holders
84
Holders Change
-2
Holders Change %
-2.33%
% of All Funds
2.1%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.2%
New
12
Increased
43
Reduced
20
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
PAI
76
Pittenger & Anderson Inc
Nebraska
$14K 265 -55 -17%
BBPWM
77
Blue Bell Private Wealth Management
Pennsylvania
$11K 202
MWM
78
MinichMacGregor Wealth Management
New York
$7K 139 -65 -32%
ACM
79
Armbruster Capital Management
New York
$5K 90
SWA
80
Sutton Wealth Advisors
Florida
$2.99K 56
TCM
81
Tradewinds Capital Management
Washington
$1K 17
TFA
82
Transamerica Financial Advisors
Florida
$1K 1 +1 New
PFG
83
Piershale Financial Group
Illinois
-312,333 Closed
FI
84
FormulaFolio Investments
Michigan
-13,860 Closed
VKH
85
Virtu KCG Holdings
New York
-7,247 Closed
SWP
86
Stratos Wealth Partners
Ohio
-5,354 Closed
PMG
87
ProVise Management Group
Florida
-4,622 Closed
FAAS
88
First Allied Advisory Services
California
-4,111 Closed
AIS
89
Accurate Investment Solutions
Pennsylvania
-2,477 Closed
CWM
90
Concert Wealth Management
California
-2,202 Closed
ACM
91
Argentus Capital Management
Texas
-993 Closed
WOC
92
West Oak Capital
California
-300 Closed
S
93
SignatureFD
Georgia
-110 Closed
JFA
94
JNBA Financial Advisors
Minnesota
-110 Closed
Mariner
95
Mariner
Kansas
-17 Closed
Parallax Volatility Advisers
96
Parallax Volatility Advisers
California
$0 1
DSN
97
D. Scott Neal
Kentucky
$0 2