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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 %
HS
276
Horan Securities
United States
$1K – – –
GWSG
277
GPS Wealth Strategies Group
Colorado
$1K – – –
FMP
278
Financial Management Professionals
Texas
$1K – – –
FWM
279
Filbrandt Wealth Management
Wisconsin
$1K +$1K +22 New
AC
280
Arjuna Capital
North Carolina
$1K +$1K +30 New
TAM
281
Tucker Asset Management
Colorado
$853 – – –
GEA
282
Glen Eagle Advisors
New Jersey
$398 – – –
MWA
283
MFA Wealth Advisors
Pennsylvania
– -$4.78M -169,468 Closed
WCM
284
Washburn Capital Management
Florida
– -$3.24M -114,734 Closed
CWA
285
Cornerstone Wealth Advisors
Minnesota
– -$1.61M -57,022 Closed
DPI
286
Diversified Portfolios Inc
Michigan
– -$1.39M -49,100 Closed
Goldman Sachs
287
Goldman Sachs
New York
– -$478K -16,956 Closed
GCA
288
Genesee Capital Advisors
New York
– -$461K -16,362 Closed
DP
289
Denver PWM
Colorado
– -$437K -14,880 Closed
NCM
290
Northwest Capital Management
Oregon
– -$367K -13,004 Closed
CAI
291
Capital Advisors Inc
Oklahoma
– -$362K -12,828 Closed
DBT
292
Dubuque Bank & Trust
Iowa
– -$355K -12,596 Closed
DWT
293
Dorsey & Whitney Trust
South Dakota
– -$285K -10,102 Closed
Susquehanna International Group
294
Susquehanna International Group
Pennsylvania
– -$268K -9,494 Closed
WP
295
WealthSource Partners
California
– -$215K -7,632 Closed
TFS
296
TrustCore Financial Services
Tennessee
– -$95K -3,360 Closed
LGWM
297
Litman Gregory Wealth Management
California
– -$67K -2,390 Closed
WAP
298
Wealthcare Advisory Partners
Pennsylvania
– -$63K -2,234 Closed
CMBA
299
C.M. Bidwell & Associates
Hawaii
– -$55K -1,950 Closed
AIC
300
Ameritas Investment Company
Nebraska
– -$53.4K -1,894 Closed
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