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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
1
JPMorgan Chase & Co
New York
$793M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$243M
3
MAM
3
Madison Asset Management
Wisconsin
$21.9M
4
CSIA
4
Charles Schwab Investment Advisory
California
$657M
5
Jane Street
5
Jane Street
New York
$18.5M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$40.9M
2
WAM
2
WNY Asset Management
New York
$9.42M
3
SS
3
Simplicity Solutions
Minnesota
$0
4
SP
4
SWS Partners
Ohio
$0
5
APC
5
Asset Planning Corporation
Tennessee
$1.06M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
26
AE Wealth Management
Kansas
$12.8M +$1.37M +48,718 +12%
RCA
27
Resonant Capital Advisors
Wisconsin
$12.8M +$1.3M +45,916 +11%
Morgan Stanley
28
Morgan Stanley
New York
$12.4M -$2.67M -94,710 -18%
MIS
29
Morningstar Investment Services
Illinois
$12.2M +$640K +22,660 +6%
SFA
30
Seneca Financial Advisors
New York
$11.8M +$1.86M +65,782 +19%
BSB
31
Bangor Savings Bank
Maine
$9.81M -$764K -27,090 -7%
HGWM
32
Harvest Group Wealth Management
Massachusetts
$9.8M +$780K +27,492 +9%
FC
33
Financial Consulate
Maryland
$9.63M +$1.25M +44,228 +15%
WAM
34
WNY Asset Management
New York
$9.42M -$15.9M -564,056 -63%
BSW
35
Buckingham Strategic Wealth
Missouri
$8.57M -$2.49M -88,414 -23%
ML
36
McAdam LLC
Pennsylvania
$8.26M +$842K +29,840 +11%
Renaissance Technologies
37
Renaissance Technologies
New York
$8.12M +$2.99M +106,000 +58%
BWL
38
Beacon Wealthcare LLC
North Carolina
$8.1M +$8.1M +287,214 New
CW
39
CreativeOne Wealth
Kansas
$8.1M +$1.7M +60,308 +27%
MFT
40
Moisand Fitzgerald Tamayo
Florida
$7.6M +$684K +24,260 +10%
GGS
41
Galvin Gaustad & Stein
Arizona
$7.44M +$3.16M +112,142 +74%
SIM
42
Sterling Investment Management
Arizona
$7.34M +$795K +28,194 +12%
QCMNJ
43
Quantum Capital Management (New Jersey)
New Jersey
$7.22M +$14.7K +522 +0.2%
Bank of America
44
Bank of America
North Carolina
$6.25M -$23.7K -840 -0.4%
WCF
45
West Coast Financial
California
$5.79M +$363K +12,864 +7%
CPFP
46
Clear Perspectives Financial Planning
Ohio
$5.74M -$3.05M -108,096 -35%
SCM
47
Seascape Capital Management
New Hampshire
$5.64M +$317K +11,244 +6%
SWM
48
Spire Wealth Management
Virginia
$5.44M +$5.44M +192,950 New
CA
49
Cetera Advisors
Colorado
$5.34M +$207K +7,332 +4%
WWM
50
WT Wealth Management
Arizona
$5.28M +$3.25M +115,262 +160%
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