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Schwab Intermediately-Term US Treasury ETF
SCHR

Overview Fund Activity

237 hedge funds and large institutions have $3.71B invested in Schwab Intermediately-Term US Treasury ETF in 2019 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 83 increasing their positions, 63 reducing their positions, and 28 closing their positions.

Holders
237
Holders Change
+27
Holders Change %
+12.86%
% of All Funds
4.68%
Holding in Top 10
17
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10.53%
% of All Funds
0.34%
New
58
Increased
83
Reduced
63
Closed
28
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$2.66B
2
Ameriprise
2
Ameriprise
Minnesota
$80.7M
3
Jane Street
3
Jane Street
New York
$11.3M
4
MIM
4
Morningstar Investment Management
Illinois
$45.5M
5
KLC
5
Knowledge Leaders Capital
Colorado
$6.09M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$818K
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$158M
3
FTIOP
3
Fiduciary Trust International of Pennsylvania
Pennsylvania
$0
4
WP
4
WealthSource Partners
California
$1.94M
5
IA
5
IndexIQ Advisors
New York
$1.85M
Name Holding Trade Value Shares
Change 		Shares
Change %
FI
26
FormulaFolio Investments
Michigan
$7.81M +$243K +8,848 +3%
HGWM
27
Harvest Group Wealth Management
Massachusetts
$7.42M -$426K -15,504 -5%
KWM
28
Kingsview Wealth Management
Oregon
$7.31M +$2.98M +108,362 +69%
SIM
29
Sterling Investment Management
Arizona
$7.25M -$3.3K -120 -0%
KCM
30
Kathmere Capital Management
Pennsylvania
$7.04M +$7.04M +256,130 New
TI
31
tru Independence
Oregon
$6.75M +$6.75M +229,666 New
MFT
32
Moisand Fitzgerald Tamayo
Florida
$6.22M +$66.2K +2,410 +1%
KLC
33
Knowledge Leaders Capital
Colorado
$6.09M +$5.62M +204,582 +1,192%
FMC
34
First Merchants Corp
Indiana
$6.08M -$173K -6,294 -3%
WCF
35
West Coast Financial
California
$6.03M +$1.01M +36,890 +20%
I
36
INVST
Indiana
$5.96M -$6.63M -241,390 -53%
QCMNJ
37
Quantum Capital Management (New Jersey)
New Jersey
$5.9M +$142K +5,184 +2%
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$5.62M +$2.95M +107,564 +111%
LA
39
LVW Advisors
New York
$5.59M -$482K -17,540 -8%
FIM
40
Freedom Investment Management
Connecticut
$5.49M -$61.2K -2,228 -1%
BCMO
41
Buckingham Capital Management (Ohio)
Ohio
$5.11M +$511K +18,610 +11%
RCA
42
Resonant Capital Advisors
Wisconsin
$4.87M +$4.87M +177,290 New
ML
43
McAdam LLC
Pennsylvania
$4.66M +$241K +8,760 +5%
MFG
44
MidWestOne Financial Group
Iowa
$4.57M +$241K +8,776 +6%
RWM
45
RKL Wealth Management
Pennsylvania
$4.55M +$37.1K +1,350 +0.8%
CA
46
Cambridge Associates
Massachusetts
$4.43M +$2.89M +105,366 +188%
GGI
47
GPM Growth Investors
Michigan
$4.42M +$4.42M +160,884 New
CA
48
Cetera Advisors
Colorado
$4.31M -$29.8K -1,084 -0.7%
DI
49
Diligent Investors
California
$3.79M +$1.01M +36,948 +37%
SWM
50
SeaCrest Wealth Management
New York
$3.64M -$9.17K -334 -0.3%
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