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Schwab Intermediately-Term US Treasury ETF
SCHR

Overview Fund Activity

97 hedge funds and large institutions have $476M invested in Schwab Intermediately-Term US Treasury ETF in 2017 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 38 increasing their positions, 27 reducing their positions, and 5 closing their positions.

Holders
97
Holders Change
+13
Holders Change %
+15.48%
% of All Funds
2.42%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.17%
New
19
Increased
38
Reduced
27
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$278M
2
FIMG
2
Financial & Investment Management Group
Michigan
$37M
3
FIM
3
Freedom Investment Management
Connecticut
$7.63M
4
AWMG
4
Alliance Wealth Management Group
New Jersey
$6.97M
5
Jane Street
5
Jane Street
New York
$5.47M

Top Sellers

1
SWA
1
SFMG Wealth Advisors
Texas
$0
2
IA
2
IndexIQ Advisors
New York
$254K
3
FWM
3
Frontier Wealth Management
Missouri
$3.87M
4
REMPR
4
Roof Eidam Maycock Peralta (REMP)
California
$1.78M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$149K
Name Market Value Shares Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$278M 5,182,621 +938,917 +22%
FIMG
2
Financial & Investment Management Group
Michigan
$37M 690,296 +148,004 +27%
BWM
3
BerganKDV Wealth Management
Minnesota
$25.6M 476,882 +52,256 +12%
Wells Fargo
4
Wells Fargo
California
$12.9M 240,947 +44,671 +23%
KF
5
Krilogy Financial
Missouri
$8.25M 154,608 – –
FIM
6
Freedom Investment Management
Connecticut
$7.63M 142,395 +142,395 New
Wealth Enhancement Advisory Services
7
Wealth Enhancement Advisory Services
Minnesota
$7.22M 134,224 +9,983 +8%
AWMG
8
Alliance Wealth Management Group
New Jersey
$6.97M 129,414 +129,414 New
PTCG
9
Pring Turner Capital Group
California
$5.89M 109,855 -900 -0.8%
Jane Street
10
Jane Street
New York
$5.47M 102,058 +102,058 New
QCMNJ
11
Quantum Capital Management (New Jersey)
New Jersey
$4.94M 92,061 -8,834 -9%
MFT
12
Moisand Fitzgerald Tamayo
Florida
$4.68M 87,290 +16,601 +23%
CA
13
Cetera Advisors
Colorado
$4.15M 77,251 +3,790 +5%
FC
14
Financial Consulate
Maryland
$4.12M 76,781 -22,827 -23%
JWS
15
Juncture Wealth Strategies
Arizona
$4.09M 76,263 -22,849 -23%
FWM
16
Frontier Wealth Management
Missouri
$3.87M 72,217 -63,356 -47%
SFA
17
Sequoia Financial Advisors
Ohio
$3.8M 70,947 +21,169 +43%
CCP
18
Cardan Capital Partners
Colorado
$3.18M 59,218 -20,628 -26%
CMP
19
Courage Miller Partners
Virginia
$2.62M 48,947 +19,289 +65%
ML
20
McAdam LLC
Pennsylvania
$2.61M 48,687 +574 +1%
IFS
21
Ifrah Financial Services
Arkansas
$2.34M 43,704 -331 -0.8%
KKAMG
22
Kernodle & Katon Asset Management Group
Arkansas
$2.34M 43,638 -7,760 -15%
BSB
23
Bangor Savings Bank
Maine
$2.27M 42,319 +7,614 +22%
Bank of Montreal
24
Bank of Montreal
Ontario, Canada
$2.08M 38,720 +1,667 +4%
LTFS
25
Ladenburg Thalmann Financial Services
Florida
$1.91M 35,556 +12,413 +54%
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