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Schwab Intermediately-Term US Treasury ETF
SCHR

Overview Fund Activity

86 hedge funds and large institutions have $386M invested in Schwab Intermediately-Term US Treasury ETF in 2016 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 39 increasing their positions, 20 reducing their positions, and 10 closing their positions.

Holders
86
Holders Change
+7
Holders Change %
+8.86%
% of All Funds
2.3%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.21%
New
17
Increased
39
Reduced
20
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$206M
2
PFG
2
Piershale Financial Group
Illinois
$17.4M
3
BWM
3
BerganKDV Wealth Management
Minnesota
$23.2M
4
FIMG
4
Financial & Investment Management Group
Michigan
$4.67M
5
KF
5
Krilogy Financial
Missouri
$5.57M

Top Sellers

1
KLC
1
Knowledge Leaders Capital
Colorado
$0
2
REMPR
2
Roof Eidam Maycock Peralta (REMP)
California
$4.64M
3
FF
3
Friedenthal Financial
New Jersey
$0
4
LYV
4
Live Your Vision
Pennsylvania
$1.1M
5
Jane Street
5
Jane Street
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$206M 3,699,905 +532,334 +17%
BWM
2
BerganKDV Wealth Management
Minnesota
$23.2M 417,868 +134,551 +47%
SWA
3
SFMG Wealth Advisors
Texas
$19M 342,106 +12,462 +4%
PFG
4
Piershale Financial Group
Illinois
$17.4M 312,333 +312,333 New
AA
5
Apriem Advisors
California
$13.1M 235,343 +26,259 +13%
Wells Fargo
6
Wells Fargo
California
$10.5M 189,140 +9,049 +5%
FWM
7
Frontier Wealth Management
Missouri
$7.81M 140,478 +4,522 +3%
FC
8
Financial Consulate
Maryland
$6.46M 116,273 +1,441 +1%
Wealth Enhancement Advisory Services
9
Wealth Enhancement Advisory Services
Minnesota
$6.33M 114,661 +15,130 +15%
PTCG
10
Pring Turner Capital Group
California
$6.19M 111,410 -720 -0.6%
JWS
11
Juncture Wealth Strategies
Arizona
$5.92M 106,561 -128 -0.1%
KF
12
Krilogy Financial
Missouri
$5.57M 100,223 +53,911 +116%
QCMNJ
13
Quantum Capital Management (New Jersey)
New Jersey
$5.56M 100,119 -52 -0.1%
FIMG
14
Financial & Investment Management Group
Michigan
$4.67M 84,044 +76,090 +957%
REMPR
15
Roof Eidam Maycock Peralta (REMP)
California
$4.64M 83,525 -58,170 -41%
CCP
16
Cardan Capital Partners
Colorado
$4.18M 75,313 +4,365 +6%
MFT
17
Moisand Fitzgerald Tamayo
Florida
$3.67M 66,005 +5,055 +8%
KKAMG
18
Kernodle & Katon Asset Management Group
Arkansas
$2.91M 52,341 -2,461 -4%
CA
19
Cetera Advisors
Colorado
$2.85M 51,293 +1,828 +4%
SFA
20
Sequoia Financial Advisors
Ohio
$2.61M 47,044 +47,044 New
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$2.57M 46,309 +34,976 +309%
BSB
22
Bangor Savings Bank
Maine
$1.82M 32,840 +3,522 +12%
WIC
23
Whitegate Investment Counselors
New Hampshire
$1.72M 30,890 +2,600 +9%
PAM
24
Peak Asset Management
Colorado
$1.7M 30,544 +8,004 +36%
ADL
25
Asset Dedication LLC
California
$1.38M 24,752 +972 +4%
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