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Schwab Intermediately-Term US Treasury ETF
SCHR

Overview Fund Activity

84 hedge funds and large institutions have $414M invested in Schwab Intermediately-Term US Treasury ETF in 2016 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 43 increasing their positions, 20 reducing their positions, and 13 closing their positions.

Holders
84
Holders Change
-2
Holders Change %
-2.33%
% of All Funds
2.1%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.2%
New
12
Increased
43
Reduced
20
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$226M
2
FIMG
2
Financial & Investment Management Group
Michigan
$28.9M
3
IA
3
IndexIQ Advisors
New York
$8.37M
4
KF
4
Krilogy Financial
Missouri
$8.25M
5
ML
5
McAdam LLC
Pennsylvania
$2.57M

Top Sellers

1
PFG
1
Piershale Financial Group
Illinois
$0
2
AA
2
Apriem Advisors
California
$129K
3
SWA
3
SFMG Wealth Advisors
Texas
$14.5M
4
REMPR
4
Roof Eidam Maycock Peralta (REMP)
California
$3.49M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$1.56M
Name Market Value Shares Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$226M 4,243,704 +543,799 +15%
FIMG
2
Financial & Investment Management Group
Michigan
$28.9M 542,292 +458,248 +545%
BWM
3
BerganKDV Wealth Management
Minnesota
$22.7M 424,626 +6,758 +2%
SWA
4
SFMG Wealth Advisors
Texas
$14.5M 271,407 -70,699 -21%
Wells Fargo
5
Wells Fargo
California
$10.5M 196,276 +7,136 +4%
IA
6
IndexIQ Advisors
New York
$8.37M 156,935 +156,935 New
KF
7
Krilogy Financial
Missouri
$8.25M 154,608 +54,385 +54%
FWM
8
Frontier Wealth Management
Missouri
$7.23M 135,573 -4,905 -3%
Wealth Enhancement Advisory Services
9
Wealth Enhancement Advisory Services
Minnesota
$6.63M 124,241 +9,580 +8%
PTCG
10
Pring Turner Capital Group
California
$5.91M 110,755 -655 -0.6%
QCMNJ
11
Quantum Capital Management (New Jersey)
New Jersey
$5.38M 100,895 +776 +0.8%
FC
12
Financial Consulate
Maryland
$5.31M 99,608 -16,665 -14%
JWS
13
Juncture Wealth Strategies
Arizona
$5.29M 99,112 -7,449 -7%
CCP
14
Cardan Capital Partners
Colorado
$4.26M 79,846 +4,533 +6%
CA
15
Cetera Advisors
Colorado
$3.92M 73,461 +22,168 +43%
MFT
16
Moisand Fitzgerald Tamayo
Florida
$3.77M 70,689 +4,684 +7%
REMPR
17
Roof Eidam Maycock Peralta (REMP)
California
$3.49M 65,380 -18,145 -22%
KKAMG
18
Kernodle & Katon Asset Management Group
Arkansas
$2.74M 51,398 -943 -2%
SFA
19
Sequoia Financial Advisors
Ohio
$2.66M 49,778 +2,734 +6%
ML
20
McAdam LLC
Pennsylvania
$2.57M 48,113 +48,113 New
IFS
21
Ifrah Financial Services
Arkansas
$2.35M 44,035 +38,859 +751%
Bank of Montreal
22
Bank of Montreal
Ontario, Canada
$1.98M 37,053 +35,244 +1,948%
BSB
23
Bangor Savings Bank
Maine
$1.85M 34,705 +1,865 +6%
WIC
24
Whitegate Investment Counselors
New Hampshire
$1.79M 33,515 +2,625 +8%
PAM
25
Peak Asset Management
Colorado
$1.63M 30,584 +40 +0.1%
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