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Schwab Intermediately-Term US Treasury ETF
SCHR

Overview Fund Activity

146 hedge funds and large institutions have $2.49B invested in Schwab Intermediately-Term US Treasury ETF in 2018 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 70 increasing their positions, 31 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
146
Holders Change
+8
Holders Change %
+5.8%
% of All Funds
3.34%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.23%
New
26
Increased
70
Reduced
31
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
$1.97B
2
MIH
Madison Investment Holdings
Wisconsin
$90.5M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$45.4M
4
Jane Street
Jane Street
New York
$28.8M
5
VOYA Investment Management
VOYA Investment Management
Georgia
$23M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
$232K
2
PTCG
Pring Turner Capital Group
California
$211K
3
AFS
Access Financial Services
Minnesota
$23.7M
4
FIMG
Financial & Investment Management Group
Michigan
$4.6M
5
UCFA
United Capital Financial Advisors
Texas
$1.79M
Name Holding Trade Value Shares
Change 		Shares
Change %
DWM
126
Destination Wealth Management
California
$12K -$80.4K -3,148 -87%
SGAM
127
Stephens Group Asset Management
Arkansas
$11K +$11K +430 New
GWM
128
Geneos Wealth Management
Colorado
$10K – – –
OIA
129
OneDigital Investment Advisors
Kansas
$10K +$108 +4 +1%
US Bancorp
130
US Bancorp
Minnesota
$9K +$9K +330 New
MWM
131
MinichMacGregor Wealth Management
New York
$7K – – –
TCOV
132
Trust Company of Vermont
Vermont
$7K +$7K +280 New
MWPCG
133
Measured Wealth Private Client Group
New Hampshire
$7K +$7K +288 New
ASN
134
Advisory Services Network
Georgia
$4K – – –
RFA
135
Reilly Financial Advisors
California
$3K +$3K +106 New
SWA
136
Sutton Wealth Advisors
Florida
$2.9K – – –
AF
137
Advisornet Financial
Minnesota
$2K -$1.56K -70 -44%
FMP
138
Financial Management Professionals
Texas
$2K – – –
S
139
SignatureFD
Georgia
$2K +$138 +4 +7%
AIM
140
Anchor Investment Management
South Carolina
$1.19K – – –
TFA
141
Transamerica Financial Advisors
Florida
$1K – – –
GEA
142
Glen Eagle Advisors
New Jersey
$363 – – –
APA
143
American Portfolios Advisors
New York
$155 – – –
FRA
144
Front Row Advisors
California
$8 – – –
PWM
145
Perigon Wealth Management
California
– -$1.03M -39,486 Closed
VF
146
Virtu Financial
New York
– -$990K -37,846 Closed
DAS
147
Dynamic Advisor Solutions
Arizona
– -$688K -26,318 Closed
Commonwealth Equity Services
148
Commonwealth Equity Services
Massachusetts
– -$643K -24,568 Closed
Renaissance Technologies
149
Renaissance Technologies
New York
– -$537K -20,542 Closed
SFG
150
StrategIQ Financial Group
Indiana
– -$333K -12,730 Closed
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