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Schwab Intermediately-Term US Treasury ETF
SCHR

Overview Fund Activity

138 hedge funds and large institutions have $2.32B invested in Schwab Intermediately-Term US Treasury ETF in 2018 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 64 increasing their positions, 34 reducing their positions, and 15 closing their positions.

Holders
138
Holders Change
+5
Holders Change %
+3.76%
% of All Funds
3.16%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.25%
New
22
Increased
64
Reduced
34
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$1.91B
2
Ameriprise
2
Ameriprise
Minnesota
$77.7M
3
SP
3
SWS Partners
Ohio
$7.12M
4
TCM
4
Towercrest Capital Management
Pennsylvania
$6.16M
5
MIH
5
Madison Investment Holdings
Wisconsin
$35.8M

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
FIMG
2
Financial & Investment Management Group
Michigan
$7.69M
3
EF
3
Empirical Finance
Pennsylvania
$0
4
ACG
4
Allen Capital Group
Nebraska
$580K
5
CCA
5
Cobblestone Capital Advisors
New York
$6.35M
Name Market Value Shares Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$1.91B 36,444,417 +26,422,942 +264%
Ameriprise
2
Ameriprise
Minnesota
$77.7M 1,484,447 +590,245 +66%
MIH
3
Madison Investment Holdings
Wisconsin
$35.8M 684,546 +97,661 +17%
BWM
4
BerganKDV Wealth Management
Minnesota
$29M 553,561 +4,293 +0.8%
AFS
5
Access Financial Services
Minnesota
$28.7M 547,922 +39,070 +8%
CCP
6
Cardan Capital Partners
Colorado
$15.1M 289,272 +926 +0.3%
Wells Fargo
7
Wells Fargo
California
$14.9M 284,238 +875 +0.3%
RRC
8
Relaxing Retirement Coach
Massachusetts
$11.8M 226,222 +41,397 +22%
FIM
9
Freedom Investment Management
Connecticut
$11.6M 222,421 +10,650 +5%
Wealth Enhancement Advisory Services
10
Wealth Enhancement Advisory Services
Minnesota
$11.4M 217,844 +10,839 +5%
KF
11
Krilogy Financial
Missouri
$8.24M 157,390 +2,779 +2%
FIMG
12
Financial & Investment Management Group
Michigan
$7.69M 146,876 -136,729 -48%
SP
13
SWS Partners
Ohio
$7.12M 136,010 +136,010 New
AB
14
AT Bancorp
Iowa
$6.84M 130,726 +184 +0.1%
CCA
15
Cobblestone Capital Advisors
New York
$6.35M 121,386 -19,560 -14%
MFT
16
Moisand Fitzgerald Tamayo
Florida
$6.24M 119,181 +2,054 +2%
AWMG
17
Alliance Wealth Management Group
New Jersey
$6.16M 117,693 -2,760 -2%
TCM
18
Towercrest Capital Management
Pennsylvania
$6.16M 117,693 +117,693 New
JWS
19
Juncture Wealth Strategies
Arizona
$6.11M 116,733 +2,767 +2%
CA
20
Cetera Advisors
Colorado
$5.65M 107,916 +1,218 +1%
PTCG
21
Pring Turner Capital Group
California
$5.4M 103,161 -2,859 -3%
QCMNJ
22
Quantum Capital Management (New Jersey)
New Jersey
$5.27M 100,643 -238 -0.2%
BWI
23
Beacon Wealthcare Inc
North Carolina
$4.45M 84,953 +60,389 +246%
IA
24
IndexIQ Advisors
New York
$4.27M 81,676 +4,571 +6%
BSB
25
Bangor Savings Bank
Maine
$3.99M 76,184 +5,591 +8%
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