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Schwab Intermediately-Term US Treasury ETF
SCHR

Overview Fund Activity

237 hedge funds and large institutions have $3.71B invested in Schwab Intermediately-Term US Treasury ETF in 2019 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 83 increasing their positions, 63 reducing their positions, and 28 closing their positions.

Holders
237
Holders Change
+27
Holders Change %
+12.86%
% of All Funds
4.68%
Holding in Top 10
17
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10.53%
% of All Funds
0.34%
New
58
Increased
83
Reduced
63
Closed
28
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$2.66B
2
Ameriprise
2
Ameriprise
Minnesota
$80.7M
3
Jane Street
3
Jane Street
New York
$11.3M
4
MIM
4
Morningstar Investment Management
Illinois
$45.5M
5
KLC
5
Knowledge Leaders Capital
Colorado
$6.09M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$818K
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$158M
3
FTIOP
3
Fiduciary Trust International of Pennsylvania
Pennsylvania
$0
4
WP
4
WealthSource Partners
California
$1.94M
5
IA
5
IndexIQ Advisors
New York
$1.85M
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
51
Advisornet Financial
Minnesota
$3.45M +$908K +33,060 +36%
Mercer Global Advisors
52
Mercer Global Advisors
Colorado
$3.24M +$179K +6,528 +6%
UWM
53
USAdvisors Wealth Management
Minnesota
$3.07M -$21.9K -798 -0.7%
SCM
54
Seascape Capital Management
New Hampshire
$3.07M +$3.07M +111,694 New
UBS Group
55
UBS Group
Switzerland
$2.98M +$138K +5,020 +5%
AIP
56
Almanack Investment Partners
Pennsylvania
$2.96M -$5.72M -208,420 -66%
IFS
57
Ifrah Financial Services
Arkansas
$2.78M -$9.56K -348 -0.3%
FNT
58
First National Trust
Pennsylvania
$2.63M +$694K +25,270 +36%
LWAC
59
Laurel Wealth Advisors (California)
California
$2.49M +$2.49M +90,722 New
AWS
60
AJ Wealth Strategies
New York
$2.47M – – –
ISWM
61
Independent Solutions Wealth Management
New York
$2.46M +$2.46M +89,592 New
HA
62
HC Advisors
Georgia
$2.29M +$2.29M +83,410 New
DBRC
63
D.B. Root & Company
Pennsylvania
$2.27M -$94.7K -3,448 -4%
CW
64
CreativeOne Wealth
Kansas
$2.26M +$561K +20,406 +33%
TCM
65
Tran Capital Management
California
$2.23M +$174K +6,348 +8%
ONST
66
Old North State Trust
North Carolina
$2.19M +$2.19M +79,752 New
SC
67
Slow Capital
California
$2.16M +$40.3K +1,466 +2%
CCA
68
Cobblestone Capital Advisors
New York
$2.14M -$3.85K -140 -0.2%
LPL Financial
69
LPL Financial
California
$2.1M +$281K +10,234 +15%
CAPTRUST Financial Advisors
70
CAPTRUST Financial Advisors
North Carolina
$2.05M -$491K -17,824 -19%
WWM
71
WT Wealth Management
Arizona
$2.04M +$187K +6,818 +10%
LTFS
72
Ladenburg Thalmann Financial Services
Florida
$2.04M +$932K +33,948 +84%
JWS
73
Juncture Wealth Strategies
Arizona
$2.01M -$12.5K -454 -0.6%
SP
74
Successful Portfolios
Florida
$2.01M -$125K -4,540 -6%
TW
75
TrinityPoint Wealth
Connecticut
$1.97M +$47.5K +1,730 +2%
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