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Schwab Intermediately-Term US Treasury ETF
SCHR

Overview Fund Activity

237 hedge funds and large institutions have $3.71B invested in Schwab Intermediately-Term US Treasury ETF in 2019 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 83 increasing their positions, 63 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
237
Holders Change
+27
Holders Change %
+12.86%
% of All Funds
4.68%
Holding in Top 10
17
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10.53%
% of All Funds
0.34%
New
58
Increased
83
Reduced
63
Closed
28
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
$2.66B
2
Ameriprise
Ameriprise
Minnesota
$80.7M
3
Jane Street
Jane Street
New York
$11.3M
4
MIM
Morningstar Investment Management
Illinois
$45.5M
5
KLC
Knowledge Leaders Capital
Colorado
$6.09M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$818K
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$158M
3
FTIOP
Fiduciary Trust International of Pennsylvania
Pennsylvania
$0
4
WP
WealthSource Partners
California
$1.94M
5
IA
IndexIQ Advisors
New York
$1.85M
Name Holding Trade Value Shares
Change 		Shares
Change %
FMP
226
Financial Management Professionals
Texas
$2K -$49 -2 -2%
BEI
227
Benjamin Edwards Inc
Missouri
$2K +$47 +2 +2%
WAP
228
Wealthcare Advisory Partners
Pennsylvania
$2K +$2K +86 New
AIM
229
Anchor Investment Management
South Carolina
$1.26K – – –
WQ
230
Wealth Quarterback
New Jersey
$1.16K +$1.16K +42 New
KFS
231
Kelly Financial Services
Massachusetts
$885 – – –
GEA
232
Glen Eagle Advisors
New Jersey
$385 – – –
FTIOP
233
Fiduciary Trust International of Pennsylvania
Pennsylvania
– -$11.9M -427,692 Closed
Susquehanna International Group
234
Susquehanna International Group
Pennsylvania
– -$3.38M -121,672 Closed
OCG
235
Opus Capital Group
Ohio
– -$1.67M -59,956 Closed
FTUS
236
Flow Traders U.S.
New York
– -$1.43M -51,604 Closed
MG
237
Mather Group
Illinois
– -$1.25M -44,866 Closed
Citadel Advisors
238
Citadel Advisors
Florida
– -$1.16M -41,696 Closed
FCA
239
FLC Capital Advisors
California
– -$756K -27,220 Closed
SBA
240
Secrest Blakey & Associates
North Carolina
– -$505K -18,192 Closed
GM
241
GeoWealth Management
Illinois
– -$466K -16,776 Closed
LCP
242
Legacy Capital Partners
Wisconsin
– -$417K -15,006 Closed
KM
243
Kalos Management
Georgia
– -$370K -13,472 Closed
9WM
244
9258 Wealth Management
Ohio
– -$331K -11,930 Closed
SS
245
Simplicity Solutions
Minnesota
– -$279K -10,058 Closed
PAG
246
Private Advisor Group
New Jersey
– -$271K -9,744 Closed
Millennium Management
247
Millennium Management
New York
– -$266K -9,584 Closed
EWM
248
Empirical Wealth Management
Washington
– -$256K -9,218 Closed
TAIM
249
TD Ameritrade Investment Management
Nebraska
– -$109K -3,940 Closed
UBS AM
250
UBS AM
Illinois
– -$101K -3,648 Closed
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