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Schwab Intermediately-Term US Treasury ETF
SCHR

Overview Fund Activity

296 hedge funds and large institutions have $2.91B invested in Schwab Intermediately-Term US Treasury ETF in 2021 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 119 increasing their positions, 84 reducing their positions, and 20 closing their positions.

Holders
296
Holders Change
+9
Holders Change %
+3.14%
% of All Funds
5.2%
Holding in Top 10
16
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.28%
New
33
Increased
119
Reduced
84
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$658M
2
CSIA
2
Charles Schwab Investment Advisory
California
$683M
3
TCM
3
Tradewinds Capital Management
Washington
$28.1M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$267M
5
AssetMark Inc
5
AssetMark Inc
California
$12.7M

Top Sellers

1
Stifel Financial
1
Stifel Financial
Missouri
$83.8M
2
Jane Street
2
Jane Street
New York
$1.1M
3
SFA
3
Sequoia Financial Advisors
Ohio
$7.73M
4
Ameriprise
4
Ameriprise
Minnesota
$57.7M
5
AWM
5
AE Wealth Management
Kansas
$3.92M
Name Holding Trade Value Shares
Change 		Shares
Change %
WWM
51
WT Wealth Management
Arizona
$6.19M +$836K +29,490 +16%
KAS
52
Kestra Advisory Services
Texas
$6.02M +$5.7M +201,162 +1,817%
SWM
53
Spire Wealth Management
Virginia
$6.01M +$105K +3,722 +2%
PWM
54
Perigon Wealth Management
California
$5.86M +$340K +11,978 +6%
PMG
55
ProVise Management Group
Florida
$5.68M +$1.4M +49,216 +33%
MFGM
56
Marshall Financial Group (Maryland)
Maryland
$5.56M +$721K +25,444 +15%
Bank of Montreal
57
Bank of Montreal
Ontario, Canada
$5.33M +$133K +4,684 +3%
BIA
58
Bell Investment Advisors
California
$5.13M +$5.13M +181,012 New
CCA
59
Cobblestone Capital Advisors
New York
$5.03M -$228K -8,056 -4%
LPL Financial
60
LPL Financial
California
$4.84M +$679K +23,944 +16%
RWM
61
RKL Wealth Management
Pennsylvania
$4.74M -$159K -5,592 -3%
FIM
62
Freedom Investment Management
Connecticut
$4.57M +$82.9K +2,922 +2%
WAM
63
WNY Asset Management
New York
$4.43M -$235K -8,284 -5%
DI
64
Diligent Investors
California
$4.38M – – –
WCFA
65
Walkner Condon Financial Advisors
Wisconsin
$4.32M +$206K +7,282 +5%
AWM
66
AE Wealth Management
Kansas
$3.92M -$7.51M -264,786 -66%
FNT
67
First National Trust
Pennsylvania
$3.84M -$970K -34,202 -20%
SWM
68
SeaCrest Wealth Management
New York
$3.76M -$179K -6,318 -5%
Osaic Holdings
69
Osaic Holdings
Arizona
$3.58M +$420K +14,830 +13%
CA
70
Cambridge Associates
Massachusetts
$3.55M +$222K +7,820 +7%
Janney Montgomery Scott
71
Janney Montgomery Scott
Pennsylvania
$3.51M +$62.9K +2,220 +2%
RF
72
RHS Financial
California
$3.48M +$615K +21,688 +21%
UBS Group
73
UBS Group
Switzerland
$3.42M +$145K +5,118 +4%
AA
74
Advisory Alpha
Michigan
$3.36M +$1.51M +53,116 +81%
Cambridge Investment Research Advisors
75
Cambridge Investment Research Advisors
Iowa
$3.33M -$448K -15,812 -12%
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