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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 %
BCMO
51
Buckingham Capital Management (Ohio)
Ohio
$2.83M +$2.83M +102,794 New
IFS
52
Ifrah Financial Services
Arkansas
$2.75M +$31.9K +1,160 +1%
DI
53
Diligent Investors
California
$2.63M +$2.42M +87,932 +1,157%
JWS
54
Juncture Wealth Strategies
Arizona
$2.43M -$790K -28,756 -25%
Mercer Global Advisors
55
Mercer Global Advisors
Colorado
$2.28M +$1.06M +38,672 +87%
CCA
56
Cobblestone Capital Advisors
New York
$2.22M -$28.8K -1,048 -1%
CAPTRUST Financial Advisors
57
CAPTRUST Financial Advisors
North Carolina
$2.17M -$357K -12,988 -14%
Renaissance Technologies
58
Renaissance Technologies
New York
$2.11M -$561K -20,400 -21%
SC
59
Slow Capital
California
$2.02M +$48.1K +1,752 +2%
WCM
60
Wealthcare Capital Management
Virginia
$1.99M +$110K +4,004 +6%
Citadel Advisors
61
Citadel Advisors
Florida
$1.98M +$326K +11,858 +20%
TCM
62
Tran Capital Management
California
$1.88M – – –
SAM
63
SignalPoint Asset Management
Missouri
$1.82M +$164K +5,984 +10%
RF
64
RHS Financial
California
$1.8M -$121K -4,400 -6%
WA
65
Waverly Advisors
Alabama
$1.78M +$46.5K +1,694 +3%
AF
66
Advisornet Financial
Minnesota
$1.67M +$1.67M +60,594 +233,054%
Bank of Montreal
67
Bank of Montreal
Ontario, Canada
$1.66M +$273K +9,916 +20%
OCG
68
Opus Capital Group
Ohio
$1.64M +$1.41M +51,136 +610%
UCFA
69
United Capital Financial Advisors
Texas
$1.58M +$62.7K +2,284 +4%
REMPR
70
Roof Eidam Maycock Peralta (REMP)
California
$1.57M -$10.6M -386,800 -87%
MA
71
MCF Advisors
Kentucky
$1.5M +$256K +9,314 +21%
LPL Financial
72
LPL Financial
California
$1.46M +$144K +5,234 +11%
SWM
73
SVA Wealth Management
Wisconsin
$1.41M -$6.6K -240 -0.5%
CW
74
CreativeOne Wealth
Kansas
$1.39M +$20.9K +760 +2%
PIMG
75
Patriot Investment Management Group
Tennessee
$1.36M +$8.24K +300 +0.6%
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