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SCHR

Schwab Intermediately-Term US Treasury ETF

202 hedge funds and large institutions have $3.52B invested in Schwab Intermediately-Term US Treasury ETF in 2019 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 85 increasing their positions, 49 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

119% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 16

73% more repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 49

14% more capital invested

Capital invested by funds: $3.09B → $3.52B (+$436M)

13% more funds holding in top 10

Funds holding in top 10: 1517 (+2)

9% more funds holding

Funds holding: 186202 (+16)

5.84% more ownership

Funds ownership: 157.77%163.61% (+5.8%)

Holders
202
Holders Change
+16
Holders Change %
+8.6%
% of All Funds
4.39%
Holding in Top 10
17
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+13.33%
% of All Funds
0.37%
New
35
Increased
85
Reduced
49
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GWM
176
Geneos Wealth Management
Colorado
$12K +$1.83K +68 +17%
CFA
177
Camarda Financial Advisors
Florida
$11K
JPLA
178
Joseph P. Lucia & Associates
New York
$10K +$10K +372 New
Carson Wealth (CWM LLC)
179
Carson Wealth (CWM LLC)
Nebraska
$9K
SWP
180
Strategic Wealth Partners
Ohio
$9K +$9.18K +340 New
FRA
181
Front Row Advisors
California
$8K
BFC
182
Bedel Financial Consulting
Indiana
$7K +$54 +2 +0.8%
LPWM
183
Lake Point Wealth Management
Texas
$6K
TCOV
184
Trust Company of Vermont
Vermont
$5K -$2.32K -86 -31%
EFSCE
185
Enterprise Financial Services Corp (EFSC)
Missouri
$4K
JP Morgan Chase
186
JP Morgan Chase
New York
$4K
PCMK
187
Paragon Capital Management (Kansas)
Kansas
$4K
TFGT
188
TS Financial Group (TSFG)
Illinois
$4K
SWA
189
Sutton Wealth Advisors
Florida
$3.08K
FMP
190
Financial Management Professionals
Texas
$2K
BEI
191
Benjamin Edwards Inc
Missouri
$2K +$2.27K +84 New
AIM
192
Anchor Investment Management
South Carolina
$1.26K
PA
193
Parallel Advisors
California
$1K -$45.5K -1,684 -98%
TFA
194
Transamerica Financial Advisors
Florida
$1K +$108 +4 New
RIA
195
Realta Investment Advisors
Delaware
$1K +$594 +22 New
TL
196
TrueWealth LLC
Georgia
$1K +$594 +22 New
GEA
197
Glen Eagle Advisors
New Jersey
$385
MAU
198
MRA Associates USA
Arizona
$275
VOYA Investment Management
199
VOYA Investment Management
Georgia
-$20.3M -756,650 Closed
EF
200
Empirical Finance
Pennsylvania
-$4.04M -150,266 Closed