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Schwab Intermediately-Term US Treasury ETF
SCHR

Overview Fund Activity

287 hedge funds and large institutions have $2.41B invested in Schwab Intermediately-Term US Treasury ETF in 2021 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 116 increasing their positions, 85 reducing their positions, and 34 closing their positions.

Holders
287
Holders Change
-7
Holders Change %
-2.38%
% of All Funds
5.01%
Holding in Top 10
16
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.88%
% of All Funds
0.28%
New
31
Increased
116
Reduced
85
Closed
34
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$71.5M
2
MAM
2
Madison Asset Management
Wisconsin
$47.8M
3
Jane Street
3
Jane Street
New York
$35.1M
4
Charles Schwab
4
Charles Schwab
California
$14.7M
5
YAL
5
Your Advocates Ltd
Texas
$34.6M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$169M
2
CSIA
2
Charles Schwab Investment Advisory
California
$653M
3
CPFP
3
Clear Perspectives Financial Planning
Ohio
$68K
4
WAM
4
WNY Asset Management
New York
$4.67M
5
MWA
5
MFA Wealth Advisors
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Charles Schwab
26
Charles Schwab
California
$14.7M +$14.7M +517,396 New
Franklin Resources
27
Franklin Resources
California
$14.2M -$950K -33,408 -6%
RCA
28
Resonant Capital Advisors
Wisconsin
$13.9M +$1.07M +37,480 +8%
KWM
29
Kingsview Wealth Management
Oregon
$13.9M -$1.32M -46,380 -9%
SFA
30
Seneca Financial Advisors
New York
$12.6M +$660K +23,202 +6%
AWM
31
AE Wealth Management
Kansas
$11.5M -$1.48M -52,148 -11%
CW
32
CreativeOne Wealth
Kansas
$10.7M +$2.56M +90,166 +31%
HGWM
33
Harvest Group Wealth Management
Massachusetts
$10.2M +$428K +15,036 +4%
FC
34
Financial Consulate
Maryland
$10M +$300K +10,558 +3%
ML
35
McAdam LLC
Pennsylvania
$9.57M +$1.16M +40,478 +14%
BSW
36
Buckingham Strategic Wealth
Missouri
$9.47M +$832K +29,262 +10%
GGS
37
Galvin Gaustad & Stein
Arizona
$9.14M +$1.64M +57,644 +22%
IA
38
IndexIQ Advisors
New York
$8.11M +$3.17M +111,528 +64%
BWL
39
Beacon Wealthcare LLC
North Carolina
$8M -$171K -6,000 -2%
MFT
40
Moisand Fitzgerald Tamayo
Florida
$7.94M +$271K +9,544 +4%
BSB
41
Bangor Savings Bank
Maine
$7.53M -$2.35M -82,780 -24%
Bank of America
42
Bank of America
North Carolina
$7.4M +$1.1M +38,738 +17%
QCMNJ
43
Quantum Capital Management (New Jersey)
New Jersey
$7.28M +$569 +20 +0%
SIM
44
Sterling Investment Management
Arizona
$6.61M -$782K -27,504 -11%
WCF
45
West Coast Financial
California
$6.3M +$464K +16,312 +8%
SWM
46
Spire Wealth Management
Virginia
$5.94M +$449K +15,808 +8%
OPWM
47
Oakwell Private Wealth Management
Texas
$5.73M +$775K +27,274 +16%
CA
48
Cetera Advisors
Colorado
$5.69M +$306K +10,746 +6%
PWM
49
Perigon Wealth Management
California
$5.53M +$1.38M +48,446 +33%
SCM
50
Seascape Capital Management
New Hampshire
$5.48M -$205K -7,204 -4%
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