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Schwab Intermediately-Term US Treasury ETF
SCHR

Overview Fund Activity

314 hedge funds and large institutions have $2.52B invested in Schwab Intermediately-Term US Treasury ETF in 2021 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 112 increasing their positions, 95 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
314
Holders Change
+18
Holders Change %
+6.08%
% of All Funds
4.85%
Holding in Top 10
19
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+18.75%
% of All Funds
0.29%
New
57
Increased
112
Reduced
95
Closed
34
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MIM
Morningstar Investment Management
Illinois
$70.5M
2
CSIA
Charles Schwab Investment Advisory
California
$718M
3
Jane Street
Jane Street
New York
$35.8M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
$22M
5
SFA
Sequoia Financial Advisors
Ohio
$24.1M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$136M
2
Wells Fargo
Wells Fargo
California
$5.7M
3
I2I
Insight 2811 Inc
Illinois
$1.36M
4
TCM
Tradewinds Capital Management
Washington
$45K
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PMG
51
ProVise Management Group
Florida
$6.35M +$729K +25,960 +13%
PWM
52
Perigon Wealth Management
California
$6.25M +$449K +15,988 +8%
CA
53
Cetera Advisors
Colorado
$6.18M -$5.54M -197,430 -47%
SIM
54
Sterling Investment Management
Arizona
$6.01M -$308K -10,966 -5%
Wells Fargo
55
Wells Fargo
California
$5.7M -$42.5M -1,514,948 -88%
LPL Financial
56
LPL Financial
California
$5.67M +$881K +31,376 +18%
Osaic Holdings
57
Osaic Holdings
Arizona
$5.58M +$2.04M +72,522 +57%
DI
58
Diligent Investors
California
$5.48M +$1.15M +40,918 +27%
SWM
59
Spire Wealth Management
Virginia
$5.47M -$499K -17,774 -8%
MG
60
MilWealth Group
Wisconsin
$5.38M +$5.38M +191,622 New
RWM
61
RKL Wealth Management
Pennsylvania
$4.76M +$71.9K +2,562 +2%
Cambridge Investment Research Advisors
62
Cambridge Investment Research Advisors
Iowa
$4.71M +$1.4M +50,032 +43%
WWM
63
WT Wealth Management
Arizona
$4.7M -$1.42M -50,762 -23%
FIM
64
Freedom Investment Management
Connecticut
$4.6M +$79.4K +2,830 +2%
WCFA
65
Walkner Condon Financial Advisors
Wisconsin
$4.34M +$59.7K +2,126 +1%
WA
66
WBH Advisory
Maryland
$4.34M +$4.34M +154,468 New
KL
67
KilterHowling LLC
Colorado
$4.29M +$4.29M +152,990 New
BIA
68
Bell Investment Advisors
California
$4.13M -$951K -33,876 -19%
Renaissance Technologies
69
Renaissance Technologies
New York
$4.05M +$4.05M +144,400 New
WAM
70
WNY Asset Management
New York
$3.99M -$380K -13,600 -9%
FNT
71
First National Trust
Pennsylvania
$3.99M +$184K +6,570 +5%
HGWM
72
Harvest Group Wealth Management
Massachusetts
$3.95M -$4.75M -169,074 -55%
CA
73
Cambridge Associates
Massachusetts
$3.92M +$400K +14,260 +11%
RF
74
RHS Financial
California
$3.76M +$315K +11,220 +9%
UBS Group
75
UBS Group
Switzerland
$3.66M +$271K +9,642 +8%
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