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Schwab Intermediately-Term US Treasury ETF
SCHR

Overview Fund Activity

287 hedge funds and large institutions have $2.41B invested in Schwab Intermediately-Term US Treasury ETF in 2021 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 116 increasing their positions, 85 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
287
Holders Change
-7
Holders Change %
-2.38%
% of All Funds
5.01%
Holding in Top 10
16
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.88%
% of All Funds
0.28%
New
31
Increased
116
Reduced
85
Closed
34
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
$71.5M
2
MAM
Madison Asset Management
Wisconsin
$47.8M
3
Jane Street
Jane Street
New York
$35.1M
4
Charles Schwab
Charles Schwab
California
$14.7M
5
YAL
Your Advocates Ltd
Texas
$34.6M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$169M
2
CSIA
Charles Schwab Investment Advisory
California
$653M
3
CPFP
Clear Perspectives Financial Planning
Ohio
$68K
4
WAM
WNY Asset Management
New York
$4.67M
5
MWA
MFA Wealth Advisors
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Rockefeller Capital Management
226
Rockefeller Capital Management
New York
$47K +$949 +34 +2%
BCWM
227
Bartlett & Co Wealth Management
Ohio
$46.3K +$43.2K +1,520 +1,407%
BC
228
Bartlett & Co
Ohio
$46K +$42.9K +1,520 +1,407%
TCM
229
Tradewinds Capital Management
Washington
$45K -$62K -2,184 -58%
MPWT
230
MassMutual Private Wealth & Trust
Connecticut
$45K – – –
DI
231
Disciplined Investments
Oklahoma
$43K – – –
NG
232
NWK Group
California
$42K +$6.81K +240 +19%
BAM
233
Bellevue Asset Management
Washington
$41K – – –
CAAS
234
Capital Asset Advisory Services
Michigan
$41K – – –
PIP
235
Peachtree Investment Partners
Florida
$40K – – –
CDIA
236
Capital Directions Investment Advisors
Georgia
$36K +$36K +1,260 New
AFG
237
Albion Financial Group
Utah
$28K +$28K +996 New
CHA
238
Carmichael Hill & Associates
Maryland
$26K – – –
GWM
239
Geneos Wealth Management
Colorado
$23K +$398 +14 +2%
Deutsche Bank
240
Deutsche Bank
Germany
$22K -$1.43M -50,288 -98%
ONST
241
Old North State Trust
North Carolina
$19K -$567 -20 -3%
TLFA
242
True Link Financial Advisors
California
$17K – – –
SB
243
Strategic Blueprint
Georgia
$16K +$16K +556 New
KFS
244
Kelly Financial Services
Massachusetts
$16K +$15.7K +1,840 +5,750%
WPA
245
West Paces Advisors
Georgia
$13.9K +$13.9K +488 New
CFO
246
CVA Family Office
Colorado
$13K – – –
TPCW
247
TD Private Client Wealth
New York
$11.2K -$16.2K -570 -59%
OIA
248
Optimum Investment Advisors
Illinois
$11K – – –
BFC
249
Bedel Financial Consulting
Indiana
$10K – – –
BA
250
Ballast Advisors
Minnesota
$10K +$2.13K +72 +27%
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10
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