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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 %
RA
301
RFG Advisory
Alabama
– -$553K -19,140 Closed
Bank of New York Mellon
302
Bank of New York Mellon
New York
– -$455K -15,632 Closed
TW
303
Towerpoint Wealth
California
– -$378K -12,990 Closed
CFA
304
Carroll Financial Associates
North Carolina
– -$328K -11,288 Closed
NRI
305
NFP Retirement Inc
California
– -$256K -8,810 Closed
BCM
306
Brookstone Capital Management
Illinois
– -$231K -7,948 Closed
HBCM
307
Heron Bay Capital Management
Michigan
– -$201K -6,898 Closed
KCM
308
Kathmere Capital Management
Pennsylvania
– -$145K -4,968 Closed
SIS
309
SVB Investment Services
Utah
– -$89K -3,070 Closed
SIAG
310
Signet Investment Advisory Group
Rhode Island
– -$77K -2,634 Closed
CDIA
311
Capital Directions Investment Advisors
Georgia
– -$60K -2,060 Closed
BWA
312
Burt Wealth Advisors
Maryland
– -$58K -2,000 Closed
AWG
313
Altus Wealth Group
Colorado
– -$55K -1,894 Closed
FWM
314
Filbrandt Wealth Management
Wisconsin
– -$50K -1,708 Closed
CIA
315
Cascade Investment Advisors
Oregon
– -$43.7K -1,500 Closed
FCH
316
Freestone Capital Holdings
Washington
– -$37.1K -1,274 Closed
BC
317
Barnett & Company
Tennessee
– -$30K -1,040 Closed
CYG
318
Clean Yield Group
Vermont
– -$5K -188 Closed
FCM
319
Firestone Capital Management
Florida
– -$4K -150 Closed
SQA
320
Simon Quick Advisors
New Jersey
– -$4K -140 Closed
CA
321
Clearstead Advisors
Ohio
– -$3K -120 Closed
PCA
322
Providence Capital Advisors
North Carolina
– -$3K -104 Closed
CAL
323
Capital Analysts LLC
Pennsylvania
– -$1K -28 Closed
CIAS
324
CBIZ Investment Advisory Services
Ohio
– -$20K – –
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