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Schwab Intermediately-Term US Treasury ETF
SCHR

Overview Fund Activity

103 hedge funds and large institutions have $542M invested in Schwab Intermediately-Term US Treasury ETF in 2017 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 43 increasing their positions, 25 reducing their positions, and 9 closing their positions.

Holders
103
Holders Change
+6
Holders Change %
+6.19%
% of All Funds
2.57%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.17%
New
16
Increased
43
Reduced
25
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$335M
2
MIH
2
Madison Investment Holdings
Wisconsin
$33.7M
3
JWS
3
Juncture Wealth Strategies
Arizona
$6.69M
4
BSAM
4
Blue Sky Asset Management
Colorado
$1.79M
5
KF
5
Krilogy Financial
Missouri
$10.1M

Top Sellers

1
FIMG
1
Financial & Investment Management Group
Michigan
$3.36M
2
FC
2
Financial Consulate
Maryland
$394K
3
Jane Street
3
Jane Street
New York
$2.31M
4
SFA
4
Sequoia Financial Advisors
Ohio
$2.59M
5
FWM
5
Frontier Wealth Management
Missouri
$3M
Name Market Value Shares Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$335M 6,212,725 +1,030,104 +20%
MIH
2
Madison Investment Holdings
Wisconsin
$33.7M 624,045 +624,045 New
BWM
3
BerganKDV Wealth Management
Minnesota
$26.3M 486,927 +10,045 +2%
Wells Fargo
4
Wells Fargo
California
$13.1M 241,847 +900 +0.4%
KF
5
Krilogy Financial
Missouri
$10.1M 186,298 +31,690 +20%
FIM
6
Freedom Investment Management
Connecticut
$8.8M 162,991 +20,596 +14%
Wealth Enhancement Advisory Services
7
Wealth Enhancement Advisory Services
Minnesota
$8.6M 160,005 +25,781 +19%
AWMG
8
Alliance Wealth Management Group
New Jersey
$7.55M 139,862 +10,448 +8%
JWS
9
Juncture Wealth Strategies
Arizona
$6.69M 123,929 +47,666 +63%
PTCG
10
Pring Turner Capital Group
California
$5.89M 109,125 -730 -0.7%
QCMNJ
11
Quantum Capital Management (New Jersey)
New Jersey
$5.05M 93,547 +1,486 +2%
MFT
12
Moisand Fitzgerald Tamayo
Florida
$4.84M 89,728 +2,438 +3%
CA
13
Cetera Advisors
Colorado
$4.32M 80,068 +2,817 +4%
CCP
14
Cardan Capital Partners
Colorado
$3.69M 68,274 +9,056 +15%
FIMG
15
Financial & Investment Management Group
Michigan
$3.36M 62,319 -627,977 -91%
REMPR
16
Roof Eidam Maycock Peralta (REMP)
California
$3.18M 58,875 +25,770 +78%
ML
17
McAdam LLC
Pennsylvania
$3.11M 57,525 +8,838 +18%
FWM
18
Frontier Wealth Management
Missouri
$3M 55,489 -16,728 -23%
CMP
19
Courage Miller Partners
Virginia
$2.79M 51,655 +2,708 +6%
BSB
20
Bangor Savings Bank
Maine
$2.65M 49,028 +6,709 +16%
SFA
21
Sequoia Financial Advisors
Ohio
$2.59M 48,005 -22,942 -32%
Bank of Montreal
22
Bank of Montreal
Ontario, Canada
$2.54M 46,984 +8,264 +21%
IFS
23
Ifrah Financial Services
Arkansas
$2.43M 45,092 +1,388 +3%
Jane Street
24
Jane Street
New York
$2.31M 42,743 -59,315 -58%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$2.14M 39,653 +7,838 +25%
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