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Schwab Intermediately-Term US Treasury ETF
SCHR

Overview Fund Activity

293 hedge funds and large institutions have $2.82B invested in Schwab Intermediately-Term US Treasury ETF in 2020 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 113 increasing their positions, 81 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
293
Holders Change
+32
Holders Change %
+12.26%
% of All Funds
5.2%
Holding in Top 10
23
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+35.29%
% of All Funds
0.41%
New
54
Increased
113
Reduced
81
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$701M
2
I2I
2
Insight 2811 Inc
Illinois
$47M
3
Creative Planning
3
Creative Planning
Kansas
$24.1M
4
Wells Fargo
4
Wells Fargo
California
$45.8M
5
Stifel Financial
5
Stifel Financial
Missouri
$134M

Top Sellers

1
TI
1
Tidal Investments
Wisconsin
$0
2
Ameriprise
2
Ameriprise
Minnesota
$83.9M
3
YAL
3
Your Advocates Ltd
Texas
$16.9M
4
Jane Street
4
Jane Street
New York
$665K
5
TI
5
tru Independence
Oregon
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
APWA
276
Atlas Private Wealth Advisors
New Jersey
$2K +$2K +80 New
BIP
277
Blueprint Investment Partners
North Carolina
$1.8K -$1.79M -61,788 -100%
AIM
278
Anchor Investment Management
South Carolina
$1.34K – – –
HCP
279
Hexagon Capital Partners
Arkansas
$1K – – –
FMP
280
Financial Management Professionals
Texas
$1K – – –
Citigroup
281
Citigroup
New York
$1K +$83 +4 +9%
FWM
282
Focused Wealth Management
New York
$1K +$500 +14 +100%
CAL
283
Capital Analysts LLC
Pennsylvania
$1K +$1K +28 New
HS
284
Horan Securities
United States
$1K +$1K +40 New
KFS
285
Kelly Financial Services
Massachusetts
$954 – – –
TAM
286
Tucker Asset Management
Colorado
$873 +$873 +30 New
GEA
287
Glen Eagle Advisors
New Jersey
$408 – – –
WOSD
288
WFA of San Diego
California
$58 -$3 -1,210 -5%
TI
289
Tidal Investments
Wisconsin
– -$73.4M -2,501,586 Closed
TI
290
tru Independence
Oregon
– -$5.76M -196,272 Closed
HW
291
Hedeker Wealth
Illinois
– -$5.39M -183,786 Closed
Millennium Management
292
Millennium Management
New York
– -$1.03K -35,234 Closed
PAG
293
Private Advisor Group
New Jersey
– -$873K -29,700 Closed
MAM
294
Madison Asset Management
Wisconsin
– -$823K -28,060 Closed
FFN
295
Focus Financial Network
Minnesota
– -$520K -17,716 Closed
DP
296
Denver PWM
Colorado
– -$437K -14,880 Closed
Susquehanna International Group
297
Susquehanna International Group
Pennsylvania
– -$351K -11,972 Closed
CIA
298
Compass Ion Advisors
Pennsylvania
– -$278K -9,466 Closed
LA
299
LVW Advisors
New York
– -$206K -7,036 Closed
SC
300
Slow Capital
California
– -$201K -6,852 Closed
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