SCHR icon

Schwab Intermediately-Term US Treasury ETF
SCHR

Overview Fund Activity

294 hedge funds and large institutions have $2.91B invested in Schwab Intermediately-Term US Treasury ETF in 2021 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 112 increasing their positions, 90 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
294
Holders Change
+1
Holders Change %
+0.34%
% of All Funds
5.18%
Holding in Top 10
17
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-26.09%
% of All Funds
0.3%
New
41
Increased
112
Reduced
90
Closed
37
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$793M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$243M
3
MAM
Madison Asset Management
Wisconsin
$21.9M
4
CSIA
Charles Schwab Investment Advisory
California
$657M
5
Jane Street
Jane Street
New York
$18.5M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
$40.9M
2
WAM
WNY Asset Management
New York
$9.42M
3
SS
Simplicity Solutions
Minnesota
$0
4
SP
SWS Partners
Ohio
$0
5
APC
Asset Planning Corporation
Tennessee
$1.06M
Name Holding Trade Value Shares
Change 		Shares
Change %
APWA
276
Atlas Private Wealth Advisors
New Jersey
$2K – – –
BW
277
Bison Wealth
Georgia
$2K – – –
HPC
278
HM Payson & Co
Maine
$2K +$2K +58 New
NIC
279
Northwest Investment Counselors
Oregon
$2K +$2K +80 New
AIM
280
Anchor Investment Management
South Carolina
$1.3K – – –
FWM
281
Focused Wealth Management
New York
$1K – – –
HS
282
Horan Securities
United States
$1K – – –
FMP
283
Financial Management Professionals
Texas
$1K – – –
HCP
284
Hexagon Capital Partners
Arkansas
$1K – – –
NFSG
285
Newbridge Financial Services Group
Florida
$1K – – –
PMFA
286
Plante Moran Financial Advisors
Michigan
$1K +$1K +38 New
BC
287
Burleson & Co
California
$1K +$1K +38 New
KFS
288
Kelly Financial Services
Massachusetts
$925 – – –
TAM
289
Tucker Asset Management
Colorado
$846 – – –
GEA
290
Glen Eagle Advisors
New Jersey
$395 – – –
SS
291
Simplicity Solutions
Minnesota
– -$11.5M -396,078 Closed
SP
292
SWS Partners
Ohio
– -$8.76M -300,920 Closed
AssetMark Inc
293
AssetMark Inc
California
– -$6.88M -236,312 Closed
CCP
294
Cardan Capital Partners
Colorado
– -$3.72M -127,708 Closed
LWM
295
Laidlaw Wealth Management
New York
– -$2.18M -74,734 Closed
SA
296
Strategic Advisors
New York
– -$1.5M -51,870 Closed
CWA
297
Clearview Wealth Advisors
Oregon
– -$662K -22,750 Closed
REMPR
298
Roof Eidam Maycock Peralta (REMP)
California
– -$617K -21,194 Closed
I
299
INVST
Indiana
– -$581K -19,954 Closed
FI
300
FormulaFolio Investments
Michigan
– -$570K -19,594 Closed
9 10 11
12
13