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Schwab Intermediately-Term US Treasury ETF
SCHR

Overview Fund Activity

78 hedge funds and large institutions have $283M invested in Schwab Intermediately-Term US Treasury ETF in 2016 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 26 increasing their positions, 20 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
78
Holders Change
+13
Holders Change %
+20%
% of All Funds
2.08%
Holding in Top 10
9
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+125%
% of All Funds
0.24%
New
21
Increased
26
Reduced
20
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SWA
SFMG Wealth Advisors
Texas
$21.2M
2
CSIA
Charles Schwab Investment Advisory
California
$121M
3
REMPR
Roof Eidam Maycock Peralta (REMP)
California
$10.6M
4
AA
Apriem Advisors
California
$9.65M
5
PTCG
Pring Turner Capital Group
California
$6.23M

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$0
2
TCM
Twele Capital Management
Minnesota
$253K
3
FWM
Frontier Wealth Management
Missouri
$5.16M
4
WA
Waverly Advisors
Alabama
$1.3M
5
CWM
Concert Wealth Management
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$121M +$14.5M +526,238 +14%
Charles Schwab
2
Charles Schwab
California
$23.5M +$422K +15,276 +2%
SWA
3
SFMG Wealth Advisors
Texas
$21.2M +$21.2M +769,030 New
REMPR
4
Roof Eidam Maycock Peralta (REMP)
California
$10.6M +$10.3M +372,100 +2,935%
Wells Fargo
5
Wells Fargo
California
$9.93M -$162K -5,866 -2%
AA
6
Apriem Advisors
California
$9.65M +$9.35M +338,686 +3,192%
QCMNJ
7
Quantum Capital Management (New Jersey)
New Jersey
$8M +$109K +3,954 +1%
FC
8
Financial Consulate
Maryland
$6.44M -$119K -4,314 -2%
PTCG
9
Pring Turner Capital Group
California
$6.23M +$6.23M +225,480 New
BWM
10
BerganKDV Wealth Management
Minnesota
$6.21M +$6.21M +224,942 New
JWS
11
Juncture Wealth Strategies
Arizona
$5.85M -$607K -21,974 -9%
FWM
12
Frontier Wealth Management
Missouri
$5.16M -$2.87M -103,862 -36%
Wealth Enhancement Advisory Services
13
Wealth Enhancement Advisory Services
Minnesota
$5.09M +$949K +34,362 +23%
CCP
14
Cardan Capital Partners
Colorado
$3.59M +$2.02M +73,008 +128%
KKAMG
15
Kernodle & Katon Asset Management Group
Arkansas
$3.38M -$619K -22,410 -15%
Bank of America
16
Bank of America
North Carolina
$3.19M +$899K +32,548 +39%
Jane Street
17
Jane Street
New York
$3.08M +$3.08M +111,638 New
MFT
18
Moisand Fitzgerald Tamayo
Florida
$3.02M +$473K +17,140 +19%
FI
19
FormulaFolio Investments
Michigan
$2.04M -$195K -7,074 -9%
KF
20
Krilogy Financial
Missouri
$1.9M +$1.9M +68,732 New
LYV
21
Live Your Vision
Pennsylvania
$1.89M +$79.2K +2,870 +4%
BSB
22
Bangor Savings Bank
Maine
$1.71M +$18.3K +662 +1%
ADL
23
Asset Dedication LLC
California
$1.62M +$1.62M +58,614 +2,930,700%
VCP
24
Vista Capital Partners
Oregon
$1.38M -$25.7K -930 -2%
WA
25
Waverly Advisors
Alabama
$1.3M -$1.23M -44,710 -49%
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