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Schwab Intermediately-Term US Treasury ETF
SCHR

Overview Fund Activity

294 hedge funds and large institutions have $2.91B invested in Schwab Intermediately-Term US Treasury ETF in 2021 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 112 increasing their positions, 90 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
294
Holders Change
+1
Holders Change %
+0.34%
% of All Funds
5.18%
Holding in Top 10
17
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-26.09%
% of All Funds
0.3%
New
41
Increased
112
Reduced
90
Closed
37
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$793M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$243M
3
MAM
3
Madison Asset Management
Wisconsin
$21.9M
4
CSIA
4
Charles Schwab Investment Advisory
California
$657M
5
Jane Street
5
Jane Street
New York
$18.5M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$40.9M
2
WAM
2
WNY Asset Management
New York
$9.42M
3
SS
3
Simplicity Solutions
Minnesota
$0
4
SP
4
SWS Partners
Ohio
$0
5
APC
5
Asset Planning Corporation
Tennessee
$1.06M
Name Holding Trade Value Shares
Change 		Shares
Change %
OPWM
51
Oakwell Private Wealth Management
Texas
$4.92M +$556K +19,728 +13%
IA
52
IndexIQ Advisors
New York
$4.89M -$5.21M -184,756 -52%
RWM
53
RKL Wealth Management
Pennsylvania
$4.78M +$88.8K +3,150 +2%
MWA
54
MFA Wealth Advisors
Pennsylvania
$4.78M +$4.78M +169,468 New
FIM
55
Freedom Investment Management
Connecticut
$4.66M -$497K -17,636 -10%
CCA
56
Cobblestone Capital Advisors
New York
$4.39M +$680K +24,108 +18%
Mercer Global Advisors
57
Mercer Global Advisors
Colorado
$4.38M +$879K +31,154 +25%
FNT
58
First National Trust
Pennsylvania
$4.37M -$61.5K -2,182 -1%
FTUS
59
Flow Traders U.S.
New York
$4.3M +$4.3M +152,468 New
FMC
60
First Merchants Corp
Indiana
$4.23M -$1.17M -41,436 -22%
PWM
61
Perigon Wealth Management
California
$4.12M +$1.41M +50,082 +52%
DI
62
Diligent Investors
California
$4.03M +$133K +4,720 +3%
Cambridge Investment Research Advisors
63
Cambridge Investment Research Advisors
Iowa
$3.92M -$1.61M -57,250 -29%
MFGM
64
Marshall Financial Group (Maryland)
Maryland
$3.85M +$137K +4,860 +4%
SWM
65
SeaCrest Wealth Management
New York
$3.81M +$154K +5,462 +4%
LPL Financial
66
LPL Financial
California
$3.81M +$749K +26,540 +24%
Osaic Holdings
67
Osaic Holdings
Arizona
$3.71M +$614K +21,760 +20%
RF
68
RHS Financial
California
$3.6M -$883K -31,296 -20%
Citadel Advisors
69
Citadel Advisors
Florida
$3.4M +$2.11M +74,884 +164%
WCFA
70
Walkner Condon Financial Advisors
Wisconsin
$3.34M +$303K +10,758 +10%
WCM
71
Washburn Capital Management
Florida
$3.24M -$158K -5,594 -5%
TW
72
TrinityPoint Wealth
Connecticut
$3.13M +$94K +3,332 +3%
AHSSHC
73
Adventist Health System Sunbelt Healthcare Corp
Florida
$3.12M +$502K +17,794 +19%
UBS Group
74
UBS Group
Switzerland
$3.09M +$20.4K +724 +0.7%
Janney Montgomery Scott
75
Janney Montgomery Scott
Pennsylvania
$3.08M +$178K +6,306 +6%
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3
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