SCHR icon

Schwab Intermediately-Term US Treasury ETF
SCHR

Overview Fund Activity

202 hedge funds and large institutions have $3.52B invested in Schwab Intermediately-Term US Treasury ETF in 2019 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 85 increasing their positions, 49 reducing their positions, and 16 closing their positions.

Holders
202
Holders Change
+16
Holders Change %
+8.6%
% of All Funds
4.39%
Holding in Top 10
17
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+13.33%
% of All Funds
0.37%
New
35
Increased
85
Reduced
49
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$2.43B
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$139M
3
State Street
3
State Street
Massachusetts
$79.7M
4
Ameriprise
4
Ameriprise
Minnesota
$67.5M
5
AEPG
5
American Economic Planning Group
New Jersey
$34.6M

Top Sellers

1
MIH
1
Madison Investment Holdings
Wisconsin
$113M
2
TCM
2
Tradewinds Capital Management
Washington
$17K
3
VOYA Investment Management
3
VOYA Investment Management
Georgia
$0
4
Jane Street
4
Jane Street
New York
$7.69M
5
REMPR
5
Roof Eidam Maycock Peralta (REMP)
California
$1.57M
Name Holding Trade Value Shares
Change 		Shares
Change %
HGWM
26
Harvest Group Wealth Management
Massachusetts
$7.66M -$2.59M -94,404 -25%
5L
27
55I LLC
Massachusetts
$7.65M +$419K +15,266 +6%
FI
28
FormulaFolio Investments
Michigan
$7.63M -$5.26M -191,436 -41%
SP
29
SWS Partners
Ohio
$7.49M +$7.49M +272,642 New
BSW
30
Buckingham Strategic Wealth
Missouri
$6.87M +$5.51M +200,444 +403%
CA
31
Cetera Advisors
Colorado
$6.64M +$56.6K +2,060 +0.9%
MFT
32
Moisand Fitzgerald Tamayo
Florida
$6.08M +$61.2K +2,228 +1%
QCMNJ
33
Quantum Capital Management (New Jersey)
New Jersey
$5.66M +$605 +22 +0%
FIM
34
Freedom Investment Management
Connecticut
$5.59M -$131K -4,770 -2%
RWM
35
RKL Wealth Management
Pennsylvania
$5.38M +$136K +4,938 +3%
MFG
36
MidWestOne Financial Group
Iowa
$4.92M +$4.92M +178,906 New
SIM
37
Sterling Investment Management
Arizona
$4.66M +$1.7M +61,744 +57%
KF
38
Krilogy Financial
Missouri
$4.5M -$4.83M -175,638 -52%
PAG
39
Pinnacle Advisory Group
Maryland
$4.1M -$1.05M -38,078 -20%
FM
40
Foster & Motley
Ohio
$3.98M +$3.98M +144,824 New
SWM
41
SeaCrest Wealth Management
New York
$3.92M +$261K +9,486 +7%
LA
42
LVW Advisors
New York
$3.89M +$1.13M +41,210 +41%
ML
43
McAdam LLC
Pennsylvania
$3.86M +$329K +11,966 +9%
UBS Group
44
UBS Group
Switzerland
$3.78M +$889K +32,344 +31%
Financial Engines Advisors
45
Financial Engines Advisors
California
$3.64M +$544K +19,782 +18%
WP
46
WealthSource Partners
California
$3.58M +$1.21M +43,858 +51%
WCF
47
West Coast Financial
California
$3.58M +$1.37M +49,694 +62%
KWM
48
Kingsview Wealth Management
Oregon
$3.4M +$602K +21,918 +22%
DBRC
49
D.B. Root & Company
Pennsylvania
$3.05M +$373K +13,580 +14%
Commonwealth Equity Services
50
Commonwealth Equity Services
Massachusetts
$2.92M +$2.67M +97,314 +1,089%
1
2
3 4 5