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Schwab Intermediately-Term US Treasury ETF
SCHR

Overview Fund Activity

256 hedge funds and large institutions have $2B invested in Schwab Intermediately-Term US Treasury ETF in 2020 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 89 increasing their positions, 85 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
256
Holders Change
+5
Holders Change %
+1.99%
% of All Funds
5.26%
Holding in Top 10
17
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-34.62%
% of All Funds
0.35%
New
35
Increased
89
Reduced
85
Closed
28
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
$155M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$48.7M
3
YAL
Your Advocates Ltd
Texas
$37.3M
4
IA
IndexIQ Advisors
New York
$17.7M
5
FIG
FundX Investment Group
California
$16.2M

Top Sellers

1
CSIA
Charles Schwab Investment Advisory
California
$629M
2
Osaic Holdings
Osaic Holdings
Arizona
$3.46M
3
Stifel Financial
Stifel Financial
Missouri
$85.2M
4
REMPR
Roof Eidam Maycock Peralta (REMP)
California
$1.17M
5
BSAM
Blue Sky Asset Management
Colorado
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
LFG
226
LifePlan Financial Group
Ohio
$13K – – –
CL
227
Cabana LLC
Arkansas
$12K +$12K +416 New
GWM
228
Geneos Wealth Management
Colorado
$11K – – –
BA
229
Ballast Advisors
Minnesota
$10K – – –
GP
230
Greenline Partners
New York
$10K +$549 +20 +6%
FRA
231
Front Row Advisors
California
$9K – – –
Carson Wealth (CWM LLC)
232
Carson Wealth (CWM LLC)
Nebraska
$9K – – –
BFC
233
Bedel Financial Consulting
Indiana
$9K +$1.7K +60 +23%
CA
234
Clearstead Advisors
Ohio
$7K – – –
JCM
235
Jacobi Capital Management
Pennsylvania
$7K +$7K +248 New
TCOV
236
Trust Company of Vermont
Vermont
$6K -$10.6K -344 -64%
WFMPM
237
Woodley Farra Manion Portfolio Management
Indiana
$6K – – –
HFS
238
Hantz Financial Services
Michigan
$5K – – –
MAM
239
Meeder Asset Management
Ohio
$5K +$4.89K +172 +4,300%
FA
240
Financial Advantage
Maryland
$5K +$5K +188 New
MSFP
241
Mark Sheptoff Financial Planning
Connecticut
$4K – – –
TFGT
242
TS Financial Group (TSFG)
Illinois
$4K – – –
CFN
243
Cordasco Financial Network
Florida
$4K +$4K +128 New
SWA
244
Sutton Wealth Advisors
Florida
$3.29K – – –
Citigroup
245
Citigroup
New York
$2K -$20.6K -596 -91%
PCG
246
Private Capital Group
Connecticut
$2K +$2K +64 New
AIM
247
Anchor Investment Management
South Carolina
$1.35K – – –
FMP
248
Financial Management Professionals
Texas
$1K -$2.3K -46 -70%
BWL
249
Bogart Wealth LLC
Virginia
$1K – – –
TFA
250
Transamerica Financial Advisors
Florida
$1K +$1K +2 New
8 9
10
11 12