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Schwab Intermediately-Term US Treasury ETF
SCHR

Overview Fund Activity

256 hedge funds and large institutions have $2B invested in Schwab Intermediately-Term US Treasury ETF in 2020 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 89 increasing their positions, 85 reducing their positions, and 28 closing their positions.

Holders
256
Holders Change
+5
Holders Change %
+1.99%
% of All Funds
5.26%
Holding in Top 10
17
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-34.62%
% of All Funds
0.35%
New
35
Increased
89
Reduced
85
Closed
28
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$155M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$48.7M
3
YAL
3
Your Advocates Ltd
Texas
$37.3M
4
IA
4
IndexIQ Advisors
New York
$17.7M
5
FIG
5
FundX Investment Group
California
$16.2M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$629M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$3.46M
3
Stifel Financial
3
Stifel Financial
Missouri
$85.2M
4
REMPR
4
Roof Eidam Maycock Peralta (REMP)
California
$1.17M
5
BSAM
5
Blue Sky Asset Management
Colorado
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
51
Cetera Advisors
Colorado
$4.57M +$81.1K +2,760 +2%
EF
52
Empowered Funds
Pennsylvania
$4.44M +$4.44M +151,468 New
FNT
53
First National Trust
Pennsylvania
$4.2M +$1.12M +38,166 +36%
Jane Street
54
Jane Street
New York
$4.06M -$1.25M -42,524 -24%
DI
55
Diligent Investors
California
$4.06M +$77.3K +2,630 +2%
RF
56
RHS Financial
California
$4.02M +$1.54M +52,376 +62%
Deutsche Bank
57
Deutsche Bank
Germany
$4.02M +$3.38M +115,058 +534%
Renaissance Technologies
58
Renaissance Technologies
New York
$3.96M +$310K +10,540 +8%
Citadel Advisors
59
Citadel Advisors
Florida
$3.9M +$3.9M +132,790 New
SWM
60
SeaCrest Wealth Management
New York
$3.85M +$12.1K +412 +0.3%
WCF
61
West Coast Financial
California
$3.68M -$1.97M -67,134 -35%
RRC
62
Relaxing Retirement Coach
Massachusetts
$3.63M -$2.57M -87,454 -41%
Mercer Global Advisors
63
Mercer Global Advisors
Colorado
$3.6M +$111K +3,790 +3%
CST
64
Charles Schwab Trust
Nevada
$3.54M -$8.71M -295,666 -71%
Osaic Holdings
65
Osaic Holdings
Arizona
$3.46M -$31.2M -1,062,026 -90%
CCP
66
Cardan Capital Partners
Colorado
$3.46M -$2.21M -75,332 -39%
UBS Group
67
UBS Group
Switzerland
$3.35M +$245K +8,340 +8%
WU
68
Wealthsimple US
New York
$3.2M +$375K +12,748 +13%
BIP
69
Blueprint Investment Partners
North Carolina
$3.19M -$3.74M -127,262 -54%
IFS
70
Ifrah Financial Services
Arkansas
$3.09M +$27K +918 +0.9%
CAPTRUST Financial Advisors
71
CAPTRUST Financial Advisors
North Carolina
$3.01M -$15.3K -522 -0.5%
TW
72
TrinityPoint Wealth
Connecticut
$3.01M +$567K +19,274 +23%
HW
73
Hedeker Wealth
Illinois
$2.95M +$2.95M +100,386 New
JWS
74
Juncture Wealth Strategies
Arizona
$2.79M -$143K -4,856 -5%
CW
75
CreativeOne Wealth
Kansas
$2.75M -$141K -4,780 -5%
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