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Schwab Intermediately-Term US Treasury ETF
SCHR

Overview Fund Activity

101 hedge funds and large institutions have $670M invested in Schwab Intermediately-Term US Treasury ETF in 2017 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 48 increasing their positions, 21 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
101
Holders Change
-2
Holders Change %
-1.94%
% of All Funds
2.52%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.17%
New
13
Increased
48
Reduced
21
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$397M
2
FIMG
2
Financial & Investment Management Group
Michigan
$30.9M
3
MIH
3
Madison Investment Holdings
Wisconsin
$46.9M
4
AWMG
4
Alliance Wealth Management Group
New Jersey
$17.7M
5
FWM
5
Frontier Wealth Management
Missouri
$7.14M

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
BSAM
2
Blue Sky Asset Management
Colorado
$0
3
IA
3
IndexIQ Advisors
New York
$0
4
CWP
4
Capital Wealth Planning
Florida
$0
5
LTFS
5
Ladenburg Thalmann Financial Services
Florida
$423K
Name Holding Trade Value Shares
Change 		Shares
Change %
IA
76
IFP Advisors
Florida
$66K +$54 +2 +0.1%
NSB
77
Norway Savings Bank
Maine
$54K -$7.13K -264 -12%
VCM
78
Versant Capital Management
Arizona
$53K +$53K +2,000 New
OIA
79
OneDigital Investment Advisors
Kansas
$52K -$11.4K -420 -18%
Morgan Stanley
80
Morgan Stanley
New York
$47K -$26.2K -972 -36%
PA
81
Parallel Advisors
California
$42K – – –
ADL
82
Asset Dedication LLC
California
$34K – – –
VIA
83
Vantage Investment Advisors
Pennsylvania
$32K – – –
SQA
84
Simon Quick Advisors
New Jersey
$31K +$7.36K +276 +31%
BlackRock
85
BlackRock
New York
$28K +$107 +4 +0.4%
BFEC
86
Benjamin F. Edwards & Company
Missouri
$24K +$24K +908 New
GWM
87
Geneos Wealth Management
Colorado
$21K – – –
CDIA
88
Capital Directions Investment Advisors
Georgia
$16K – – –
BBPWM
89
Blue Bell Private Wealth Management
Pennsylvania
$11K – – –
MWM
90
MinichMacGregor Wealth Management
New York
$7K – – –
AG
91
Advisor Group
Arizona
$7K +$7K +250 New
Northwestern Mutual Wealth Management
92
Northwestern Mutual Wealth Management
Wisconsin
$5K +$5K +186 New
SWA
93
Sutton Wealth Advisors
Florida
$3.02K – – –
NIC
94
Northwest Investment Counselors
Oregon
$2K – – –
SEI Investments
95
SEI Investments
Pennsylvania
$1K -$4.39K -114 -81%
TFA
96
Transamerica Financial Advisors
Florida
$1K – – –
AIM
97
Anchor Investment Management
South Carolina
$431 +$431 +16 New
Jane Street
98
Jane Street
New York
– -$2.31M -85,486 Closed
BSAM
99
Blue Sky Asset Management
Colorado
– -$1.79M -66,240 Closed
IA
100
IndexIQ Advisors
New York
– -$1.05M -38,996 Closed
1 2 3
4
5