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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 %
KFI
276
Key Financial Inc
Pennsylvania
$3K – – –
AWA
277
Arkadios Wealth Advisors
Georgia
$3K – – –
Citigroup
278
Citigroup
New York
$3K +$1.77K +60 +143%
LWM
279
Liberty Wealth Management
California
$3K +$3K +92 New
GAM
280
Gemmer Asset Management
California
$2K – – –
HCP
281
Hexagon Capital Partners
Arkansas
$2K – – –
AIM
282
Anchor Investment Management
South Carolina
$1.3K – – –
FMP
283
Financial Management Professionals
Texas
$1K – – –
GWSG
284
GPS Wealth Strategies Group
Colorado
$1K – – –
LWA
285
Lenox Wealth Advisors
New York
$1K +$1K +18 New
KFS
286
Kelly Financial Services
Massachusetts
$935 -$53.8K -1,840 -98%
TAM
287
Tucker Asset Management
Colorado
$843 – – –
GEA
288
Glen Eagle Advisors
New Jersey
$397 – – –
Renaissance Technologies
289
Renaissance Technologies
New York
– -$4.98M -175,178 Closed
CCM
290
Coldstream Capital Management
Washington
– -$3.46M -121,732 Closed
SFS
291
Sowell Financial Services
Arkansas
– -$1.26M -44,404 Closed
TSS
292
Two Sigma Securities
New York
– -$710K -24,964 Closed
ATI
293
Act Two Investors
California
– -$577K -20,304 Closed
SW
294
SteelPeak Wealth
California
– -$368K -12,928 Closed
TA
295
TrueWealth Advisors
Alabama
– -$269K -9,476 Closed
Baird Financial Group
296
Baird Financial Group
Wisconsin
– -$256K -8,988 Closed
MOS
297
MGO One Seven
Ohio
– -$215K -7,572 Closed
SC
298
Slow Capital
California
– -$208K -7,308 Closed
VCM
299
Vigilant Capital Management
Maine
– -$58K -2,056 Closed
ONST
300
Old North State Trust
North Carolina
– -$19K -670 Closed
9 10 11
12
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