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Schwab Long-Term US Treasury ETF
SCHQ

Overview Fund Activity

15 hedge funds and large institutions have $36.6M invested in Schwab Long-Term US Treasury ETF in 2020 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 5 increasing their positions, 1 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
15
Holders Change
+4
Holders Change %
+36.36%
% of All Funds
0.27%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
5
Reduced
1
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IMC Chicago
IMC Chicago
Illinois
$4.87M
2
CST
Charles Schwab Trust
Nevada
$3.27M
3
CCFM
Clear Creek Financial Management
Washington
$2.57M
4
Charles Schwab
Charles Schwab
California
$19.5M
5
DSAM
Dock Street Asset Management
Florida
$658K

Top Sellers

1
Jane Street
Jane Street
New York
$0
2
Citadel Advisors
Citadel Advisors
Florida
$1.09M
3
UBS Group
UBS Group
Switzerland
$0
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$0
5
Morgan Stanley
Morgan Stanley
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Charles Schwab
1
Charles Schwab
California
$19.5M +$2.24M +40,870 +13%
IMC Chicago
2
IMC Chicago
Illinois
$4.87M +$4.87M +88,912 New
CST
3
Charles Schwab Trust
Nevada
$3.27M +$3.01M +55,039 +1,184%
CCFM
4
Clear Creek Financial Management
Washington
$2.57M +$2.57M +46,847 New
TW
5
TrinityPoint Wealth
Connecticut
$1.76M +$131K +2,451 +8%
AHSSHC
6
Adventist Health System Sunbelt Healthcare Corp
Florida
$1.18M +$34.3K +627 +3%
Citadel Advisors
7
Citadel Advisors
Florida
$1.09M -$1.49M -27,268 -58%
DSAM
8
Dock Street Asset Management
Florida
$658K +$658K +12,009 New
CSIA
9
Charles Schwab Investment Advisory
California
$613K +$613K +11,182 New
FTUS
10
Flow Traders U.S.
New York
$582K +$582K +10,628 New
SWM
11
SeaCrest Wealth Management
New York
$253K +$253K +4,623 New
UBS AM
12
UBS AM
Illinois
$214K +$214K +3,916 New
SFS
13
Sowell Financial Services
Arkansas
$8K +$8K +147 New
AWM
14
Avior Wealth Management
Nebraska
$6K +$6K +124 New
AF
15
Advisornet Financial
Minnesota
$2K +$1K +20 +100%
Jane Street
16
Jane Street
New York
– -$1.58M -27,930 Closed
UBS Group
17
UBS Group
Switzerland
– -$54K -960 Closed
Northwestern Mutual Wealth Management
18
Northwestern Mutual Wealth Management
Wisconsin
– -$3K -61 Closed
Morgan Stanley
19
Morgan Stanley
New York
– -$1K -13 Closed