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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 %
KFS
251
Kelly Financial Services
Massachusetts
$955 – – –
GEA
252
Glen Eagle Advisors
New Jersey
$411 – – –
BSAM
253
Blue Sky Asset Management
Colorado
– -$11.5M -392,244 Closed
SP
254
SWS Partners
Ohio
– -$7.14M -242,816 Closed
FTUS
255
Flow Traders U.S.
New York
– -$4.3M -146,226 Closed
BCMO
256
Buckingham Capital Management (Ohio)
Ohio
– -$3.62M -122,990 Closed
MFG
257
MidWestOne Financial Group
Iowa
– -$3.48M -118,344 Closed
LWAC
258
Laurel Wealth Advisors (California)
California
– -$3.24M -110,392 Closed
CWP
259
Capital Wealth Planning
Florida
– -$2.41M -82,094 Closed
RWA
260
Redhawk Wealth Advisors
Minnesota
– -$965K -32,850 Closed
SA
261
Strategic Advisors
New York
– -$954K -32,664 Closed
RSWM
262
Robertson Stephens Wealth Management
California
– -$628K -21,370 Closed
FFN
263
Focus Financial Network
Minnesota
– -$325K -11,050 Closed
MSAM
264
Moloney Securities Asset Management
Missouri
– -$322K -10,950 Closed
HR
265
Hayden Royal
North Carolina
– -$270K -9,180 Closed
FGAM
266
Financial Gravity Asset Management
Texas
– -$160K -7,314 Closed
SS
267
Sunbelt Securities
Texas
– -$204K -7,040 Closed
NFG
268
Next Financial Group
Texas
– -$119K -4,032 Closed
AIC
269
Ameritas Investment Company
Nebraska
– -$62K -2,126 Closed
PCM
270
Penserra Capital Management
California
– -$48K -1,656 Closed
TF
271
Tompkins Financial
New York
– -$40K -1,360 Closed
GWMIA
272
Global Wealth Management Investment Advisory
Florida
– -$32K -1,104 Closed
S
273
SignatureFD
Georgia
– -$29K -1,000 Closed
CTB
274
Country Trust Bank
Illinois
– -$17K -572 Closed
FWM
275
Filbrandt Wealth Management
Wisconsin
– -$13K -458 Closed
8 9 10
11
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