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Schwab Intermediately-Term US Treasury ETF
SCHR

Overview Fund Activity

296 hedge funds and large institutions have $2.91B invested in Schwab Intermediately-Term US Treasury ETF in 2021 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 119 increasing their positions, 84 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
296
Holders Change
+9
Holders Change %
+3.14%
% of All Funds
5.2%
Holding in Top 10
16
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.28%
New
33
Increased
119
Reduced
84
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$658M
2
CSIA
2
Charles Schwab Investment Advisory
California
$683M
3
TCM
3
Tradewinds Capital Management
Washington
$28.1M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$267M
5
AssetMark Inc
5
AssetMark Inc
California
$12.7M

Top Sellers

1
Stifel Financial
1
Stifel Financial
Missouri
$83.8M
2
Jane Street
2
Jane Street
New York
$1.1M
3
SFA
3
Sequoia Financial Advisors
Ohio
$7.73M
4
Ameriprise
4
Ameriprise
Minnesota
$57.7M
5
AWM
5
AE Wealth Management
Kansas
$3.92M
Name Holding Trade Value Shares
Change 		Shares
Change %
FGAM
226
Financial Gravity Asset Management
Texas
$57K -$246 -4 -0.4%
IA
227
IFP Advisors
Florida
$56K +$1.58K +56 +3%
TWM
228
Tradition Wealth Management
Minnesota
$52K – – –
IRC
229
Investors Research Corp
Georgia
$50K +$2.03K +72 +4%
BlackRock
230
BlackRock
New York
$49K +$736 +26 +2%
MAM
231
Meeder Asset Management
Ohio
$48K – – –
ADL
232
Asset Dedication LLC
California
$47K +$47K +1,664 New
BCWM
233
Bartlett & Co Wealth Management
Ohio
$46.2K – – –
BC
234
Bartlett & Co
Ohio
$46K – – –
MPWT
235
MassMutual Private Wealth & Trust
Connecticut
$45K – – –
CPFP
236
Clear Perspectives Financial Planning
Ohio
$44K -$23.7K -840 -35%
DI
237
Disciplined Investments
Oklahoma
$43K – – –
CAAS
238
Capital Asset Advisory Services
Michigan
$41K – – –
BAM
239
Bellevue Asset Management
Washington
$41K – – –
PIP
240
Peachtree Investment Partners
Florida
$40K – – –
CDIA
241
Capital Directions Investment Advisors
Georgia
$36K – – –
NG
242
NWK Group
California
$35K -$6.77K -240 -16%
Rockefeller Capital Management
243
Rockefeller Capital Management
New York
$33K -$14K -502 -30%
CIA
244
Cascade Investment Advisors
Oregon
$31.2K +$31.2K +1,100 New
AFG
245
Albion Financial Group
Utah
$28K – – –
CHA
246
Carmichael Hill & Associates
Maryland
$26K – – –
PCA
247
Providence Capital Advisors
North Carolina
$25K +$25K +870 New
SL
248
Savior LLC
Massachusetts
$23K -$39.8K -1,394 -63%
GWM
249
Geneos Wealth Management
Colorado
$23K – – –
ACM
250
Antonetti Capital Management
Florida
$23K +$23K +800 New
8 9
10
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