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Schwab Intermediately-Term US Treasury ETF
SCHR

Overview Fund Activity

186 hedge funds and large institutions have $3.09B invested in Schwab Intermediately-Term US Treasury ETF in 2019 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 74 increasing their positions, 44 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
186
Holders Change
+16
Holders Change %
+9.41%
% of All Funds
4.03%
Holding in Top 10
15
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.33%
New
42
Increased
74
Reduced
44
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Stifel Financial
Stifel Financial
Missouri
+$104M
2
CSIA
Charles Schwab Investment Advisory
California
+$87M
3
AIP
Almanack Investment Partners
Pennsylvania
+$44.6M
4
TCM
Tradewinds Capital Management
Washington
+$28.8M
5
Jane Street
Jane Street
New York
+$24.9M

Top Sellers

1
MBT
Monroe Bank & Trust
Michigan
-$57.5M
2
HCM
Hilton Capital Management
New York
-$25M
3
IA
IndexIQ Advisors
New York
-$18.2M
4
Financial Engines Advisors
Financial Engines Advisors
California
-$17.5M
5
BWI
Beacon Wealthcare Inc
North Carolina
-$7.68M
Name Holding Trade Value Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$2.21B +$87M +3,236,906 +4%
MIH
2
Madison Investment Holdings
Wisconsin
$143M +$21.7M +807,498 +18%
Stifel Financial
3
Stifel Financial
Missouri
$104M +$104M +3,873,948 New
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$55.7M +$3.56M +132,384 +7%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$52.6M +$18.8M +700,220 +56%
AIP
6
Almanack Investment Partners
Pennsylvania
$45.4M +$44.6M +1,659,316 +5,676%
BWM
7
BerganKDV Wealth Management
Minnesota
$30.8M +$703K +26,154 +2%
TCM
8
Tradewinds Capital Management
Washington
$28.8M +$28.8M +1,069,496 New
Jane Street
9
Jane Street
New York
$24.9M +$24.9M +925,280 New
VOYA Investment Management
10
VOYA Investment Management
Georgia
$20.3M +$313K +11,644 +2%
Wells Fargo
11
Wells Fargo
California
$17.3M +$879K +32,684 +5%
Wealth Enhancement Advisory Services
12
Wealth Enhancement Advisory Services
Minnesota
$17M +$267K +10,020 +2%
I
13
INVST
Indiana
$14.2M +$12.3M +458,434 +627%
FI
14
FormulaFolio Investments
Michigan
$12.6M +$11.8M +437,502 +1,392%
FCA
15
FLC Capital Advisors
California
$12.5M -$588K -21,868 -4%
REMPR
16
Roof Eidam Maycock Peralta (REMP)
California
$11.9M +$11.2M +416,470 +1,515%
SFA
17
Sequoia Financial Advisors
Ohio
$11.8M +$5.93M +220,680 +102%
IA
18
IndexIQ Advisors
New York
$11.6M -$18.2M -675,426 -61%
RRC
19
Relaxing Retirement Coach
Massachusetts
$11.6M -$243K -9,018 -2%
MBT
20
Monroe Bank & Trust
Michigan
$11.3M -$57.5M -2,138,816 -84%
BWI
21
Beacon Wealthcare Inc
North Carolina
$10.1M -$7.68M -285,662 -43%
HGWM
22
Harvest Group Wealth Management
Massachusetts
$10M -$6.83M -253,880 -40%
CCP
23
Cardan Capital Partners
Colorado
$9.55M +$9.55M +355,210 New
AssetMark Inc
24
AssetMark Inc
California
$9.27M +$9.22M +342,746 +16,368%
KF
25
Krilogy Financial
Missouri
$9.12M +$840K +31,254 +10%
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