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SCHR

Schwab Intermediately-Term US Treasury ETF
SCHR

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

126% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 31

53% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 17

8% more capital invested

Capital invested by funds: $2.32B → $2.49B (+$174M)

6% more funds holding

Funds holding: 138 → 146 (+8)

1.78% more ownership

Funds ownership: 167.96% → 169.75% (+1.8%)

9% less funds holding in top 10

Funds holding in top 10: 11 → 10 (-1)

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
+$81.4M
2
MIH
Madison Investment Holdings
Wisconsin
+$55.4M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$45.6M
4
Jane Street
Jane Street
New York
+$29M
5
VOYA Investment Management
VOYA Investment Management
Georgia
+$23.2M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$77.1M
2
PTCG
Pring Turner Capital Group
California
-$5.16M
3
AFS
Access Financial Services
Minnesota
-$4.66M
4
FIMG
Financial & Investment Management Group
Michigan
-$3.03M
5
UCFA
United Capital Financial Advisors
Texas
-$1.53M
Name Holding Trade Value Shares
Change 		Change in
Stake
GC
151
Garde Capital
Washington
– -$232K -8,876 Closed
AFP
152
Ausdal Financial Partners
Iowa
– -$213K -8,144 Closed
AWA
153
Acorn Wealth Advisors
Michigan
– -$132K -5,074 Closed
SFSIG
154
San Francisco Sentry Investment Group
California
– -$99K -3,800 Closed
AA
155
Apriem Advisors
California
– -$91K -3,480 Closed
B
156
Bridgeworth
Alabama
– -$50K -1,922 Closed
BFC
157
Bedel Financial Consulting
Indiana
– -$11K -406 Closed
AssetMark Inc
158
AssetMark Inc
California
– -$8K -314 Closed
JFA
159
JNBA Financial Advisors
Minnesota
– -$7K -282 Closed
GI
160
Gradient Investments
Minnesota
– -$6K -224 Closed
AF
161
Allworth Financial
California
– -$5.37K -206 -99%
CF
162
Centaurus Financial
California
– -$1K -50 Closed
3 4 5 6
7