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Schwab Intermediately-Term US Treasury ETF
SCHR

Overview Fund Activity

103 hedge funds and large institutions have $542M invested in Schwab Intermediately-Term US Treasury ETF in 2017 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 43 increasing their positions, 25 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
103
Holders Change
+6
Holders Change %
+6.19%
% of All Funds
2.57%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.17%
New
16
Increased
43
Reduced
25
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$335M
2
MIH
2
Madison Investment Holdings
Wisconsin
$33.7M
3
JWS
3
Juncture Wealth Strategies
Arizona
$6.69M
4
BSAM
4
Blue Sky Asset Management
Colorado
$1.79M
5
KF
5
Krilogy Financial
Missouri
$10.1M

Top Sellers

1
FIMG
1
Financial & Investment Management Group
Michigan
$3.36M
2
FC
2
Financial Consulate
Maryland
$394K
3
Jane Street
3
Jane Street
New York
$2.31M
4
SFA
4
Sequoia Financial Advisors
Ohio
$2.59M
5
FWM
5
Frontier Wealth Management
Missouri
$3M
Name Holding Trade Value Shares
Change 		Shares
Change %
TSS
101
Two Sigma Securities
New York
– -$203K -7,558 Closed
AA
102
Apriem Advisors
California
– -$119K -4,430 Closed
MAS
103
Madden Advisory Services
Florida
– -$54K -2,020 Closed
PNC Financial Services Group
104
PNC Financial Services Group
Pennsylvania
– -$29K -1,072 Closed
Citigroup
105
Citigroup
New York
– -$16K -600 Closed
JPMorgan Chase & Co
106
JPMorgan Chase & Co
New York
– -$4K -144 Closed
TCM
107
Tradewinds Capital Management
Washington
– -$1K -34 Closed
1 2 3 4
5