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Schwab Intermediately-Term US Treasury ETF
SCHR

Overview Fund Activity

170 hedge funds and large institutions have $2.8B invested in Schwab Intermediately-Term US Treasury ETF in 2018 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 56 increasing their positions, 45 reducing their positions, and 21 closing their positions.

Holders
170
Holders Change
+24
Holders Change %
+16.44%
% of All Funds
3.79%
Holding in Top 10
15
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+50%
% of All Funds
0.33%
New
47
Increased
56
Reduced
45
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$2.09B
2
MBT
2
Monroe Bank & Trust
Michigan
$67.7M
3
MIH
3
Madison Investment Holdings
Wisconsin
$119M
4
HCM
4
Hilton Capital Management
New York
$25M
5
IA
5
IndexIQ Advisors
New York
$29.3M

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
AFS
2
Access Financial Services
Minnesota
$0
3
CCP
3
Cardan Capital Partners
Colorado
$0
4
AWMG
4
Alliance Wealth Management Group
New Jersey
$0
5
TCM
5
Towercrest Capital Management
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$2.09B 39,540,111 +1,532,706 +4%
MIH
2
Madison Investment Holdings
Wisconsin
$119M 2,256,616 +508,763 +29%
MBT
3
Monroe Bank & Trust
Michigan
$67.7M 1,278,667 +1,278,667 New
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$51.3M 969,363 +92,837 +11%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$33.3M 627,986 +349,641 +126%
BWM
6
BerganKDV Wealth Management
Minnesota
$29.6M 559,340 -10,379 -2%
IA
7
IndexIQ Advisors
New York
$29.3M 554,193 +376,552 +212%
HCM
8
Hilton Capital Management
New York
$25M 471,610 +471,610 New
VOYA Investment Management
9
VOYA Investment Management
Georgia
$19.7M 372,503 -72,324 -16%
Financial Engines Advisors
10
Financial Engines Advisors
California
$18.3M 381,429 +355,908 +1,395%
BWI
11
Beacon Wealthcare Inc
North Carolina
$17.5M 330,588 +233,879 +242%
HGWM
12
Harvest Group Wealth Management
Massachusetts
$16.6M 313,515 -1,478 -0.5%
Wealth Enhancement Advisory Services
13
Wealth Enhancement Advisory Services
Minnesota
$16.5M 312,856 +89,928 +40%
Wells Fargo
14
Wells Fargo
California
$16.2M 306,039 +20,531 +7%
FCA
15
FLC Capital Advisors
California
$12.9M 243,765 +243,765 New
RRC
16
Relaxing Retirement Coach
Massachusetts
$11.7M 220,141 -12,289 -5%
FIM
17
Freedom Investment Management
Connecticut
$11M 208,587 -12,790 -6%
TF
18
Trek Financial
Arizona
$10.6M 200,413 +200,413 New
KF
19
Krilogy Financial
Missouri
$8.15M 153,982 -14,784 -9%
CCA
20
Cobblestone Capital Advisors
New York
$8.1M 152,919 -16,338 -10%
SP
21
SWS Partners
Ohio
$7.15M 134,934 +2,195 +2%
FTUS
22
Flow Traders U.S.
New York
$6.92M 130,750 +28,504 +28%
AB
23
AT Bancorp
Iowa
$6.69M 126,308 -13,015 -9%
5L
24
55I LLC
Massachusetts
$6.41M 120,962 +120,962 New
BSB
25
Bangor Savings Bank
Maine
$6.35M 119,894 +28,866 +32%
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