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Schwab Intermediately-Term US Treasury ETF
SCHR

Overview Fund Activity

210 hedge funds and large institutions have $3.73B invested in Schwab Intermediately-Term US Treasury ETF in 2019 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 83 increasing their positions, 59 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
210
Holders Change
+8
Holders Change %
+3.96%
% of All Funds
4.61%
Holding in Top 10
19
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.76%
% of All Funds
0.42%
New
36
Increased
83
Reduced
59
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$2.58B
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$180M
3
MIM
3
Morningstar Investment Management
Illinois
$38.8M
4
FC
4
Financial Consulate
Maryland
$8.29M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$59.6M

Top Sellers

1
AIP
1
Almanack Investment Partners
Pennsylvania
$8.79M
2
Ameriprise
2
Ameriprise
Minnesota
$38.1M
3
AssetMark Inc
3
AssetMark Inc
California
$0
4
FCA
4
FLC Capital Advisors
California
$756K
5
IA
5
IndexIQ Advisors
New York
$10.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
UBS Group
51
UBS Group
Switzerland
$2.87M -$944K -33,990 -25%
IFS
52
Ifrah Financial Services
Arkansas
$2.82M +$40.8K +1,470 +1%
DI
53
Diligent Investors
California
$2.8M +$150K +5,386 +6%
Cambridge Investment Research Advisors
54
Cambridge Investment Research Advisors
Iowa
$2.7M +$2.18M +78,510 +423%
AF
55
Advisornet Financial
Minnesota
$2.57M +$889K +32,000 +53%
CAPTRUST Financial Advisors
56
CAPTRUST Financial Advisors
North Carolina
$2.56M +$369K +13,264 +17%
AWS
57
AJ Wealth Strategies
New York
$2.5M +$2.5M +90,056 New
PAG
58
Pinnacle Advisory Group
Maryland
$2.46M -$1.68M -60,446 -41%
DBRC
59
D.B. Root & Company
Pennsylvania
$2.39M -$697K -25,072 -23%
CCA
60
Cobblestone Capital Advisors
New York
$2.17M -$78.6K -2,830 -4%
SP
61
Successful Portfolios
Florida
$2.16M +$865K +31,130 +67%
SC
62
Slow Capital
California
$2.14M +$101K +3,650 +5%
Jane Street
63
Jane Street
New York
$2.14M -$5.63M -202,656 -72%
TCM
64
Tran Capital Management
California
$2.08M +$180K +6,486 +9%
JWS
65
Juncture Wealth Strategies
Arizona
$2.05M -$409K -14,732 -17%
FNT
66
First National Trust
Pennsylvania
$1.96M +$1.55M +55,884 +384%
TW
67
TrinityPoint Wealth
Connecticut
$1.94M +$1.94M +70,094 New
Bank of America
68
Bank of America
North Carolina
$1.9M +$714K +25,702 +60%
WCM
69
Wealthcare Capital Management
Virginia
$1.9M -$118K -4,240 -6%
WWM
70
WT Wealth Management
Arizona
$1.88M +$1.88M +67,582 New
WA
71
Waverly Advisors
Alabama
$1.87M +$65.1K +2,344 +4%
LPL Financial
72
LPL Financial
California
$1.84M +$366K +13,178 +25%
Bank of Montreal
73
Bank of Montreal
Ontario, Canada
$1.79M +$114K +4,106 +7%
CW
74
CreativeOne Wealth
Kansas
$1.72M +$321K +11,562 +23%
VBFG
75
Vishria Bird Financial Group
Tennessee
$1.72M +$1.72M +61,844 New
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