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Schwab Intermediately-Term US Treasury ETF
SCHR

Overview Fund Activity

256 hedge funds and large institutions have $2B invested in Schwab Intermediately-Term US Treasury ETF in 2020 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 89 increasing their positions, 85 reducing their positions, and 28 closing their positions.

Holders
256
Holders Change
+5
Holders Change %
+1.99%
% of All Funds
5.26%
Holding in Top 10
17
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-34.62%
% of All Funds
0.35%
New
35
Increased
89
Reduced
85
Closed
28
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$155M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$48.7M
3
YAL
3
Your Advocates Ltd
Texas
$37.3M
4
IA
4
IndexIQ Advisors
New York
$17.7M
5
FIG
5
FundX Investment Group
California
$16.2M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$629M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$3.46M
3
Stifel Financial
3
Stifel Financial
Missouri
$85.2M
4
REMPR
4
Roof Eidam Maycock Peralta (REMP)
California
$1.17M
5
BSAM
5
Blue Sky Asset Management
Colorado
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MIS
26
Morningstar Investment Services
Illinois
$11.7M +$7M +237,908 +150%
FM
27
Foster & Motley
Ohio
$11.1M +$655K +22,292 +6%
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$10.7M +$4.88M +166,058 +84%
RCA
29
Resonant Capital Advisors
Wisconsin
$10.2M +$3.82M +130,090 +60%
AF
30
Advisornet Financial
Minnesota
$9.05M +$1.83M +62,178 +25%
I
31
INVST
Indiana
$8.78M -$1.18M -40,256 -12%
WCM
32
Windham Capital Management
Massachusetts
$8.4M +$8.4M +285,884 New
BWI
33
Beacon Wealthcare Inc
North Carolina
$8.13M +$109K +3,694 +1%
FC
34
Financial Consulate
Maryland
$7.96M -$662K -22,538 -8%
KWM
35
Kingsview Wealth Management
Oregon
$7.67M +$513K +17,450 +7%
QCMNJ
36
Quantum Capital Management (New Jersey)
New Jersey
$7.51M -$905K -30,778 -11%
LA
37
LVW Advisors
New York
$7.15M +$1.51M +51,214 +27%
SIM
38
Sterling Investment Management
Arizona
$7.11M +$666K +22,664 +10%
SWA
39
SFMG Wealth Advisors
Texas
$6.68M -$3.65M -124,212 -35%
FMC
40
First Merchants Corp
Indiana
$6.28M -$155K -5,278 -2%
MFT
41
Moisand Fitzgerald Tamayo
Florida
$6.04M +$545K +18,528 +10%
AWE
42
Avidian Wealth Enterprises
Texas
$6M +$4.71M +160,220 +365%
FIM
43
Freedom Investment Management
Connecticut
$5.37M -$262K -8,902 -5%
AWM
44
AE Wealth Management
Kansas
$5.36M +$5.36M +182,222 New
Bank of America
45
Bank of America
North Carolina
$5.34M +$116K +3,940 +2%
ML
46
McAdam LLC
Pennsylvania
$5.3M +$355K +12,078 +7%
SS
47
Simplicity Solutions
Minnesota
$5.28M +$5.28M +179,728 New
HGWM
48
Harvest Group Wealth Management
Massachusetts
$4.92M +$1.72M +58,680 +54%
RWM
49
RKL Wealth Management
Pennsylvania
$4.78M -$98K -3,334 -2%
SCM
50
Seascape Capital Management
New Hampshire
$4.63M +$711K +24,184 +18%
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