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Schwab Intermediately-Term US Treasury ETF
SCHR

Overview Fund Activity

251 hedge funds and large institutions have $3.71B invested in Schwab Intermediately-Term US Treasury ETF in 2020 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 77 increasing their positions, 86 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
251
Holders Change
+14
Holders Change %
+5.91%
% of All Funds
5.54%
Holding in Top 10
26
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+52.94%
% of All Funds
0.57%
New
52
Increased
77
Reduced
86
Closed
34
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AssetMark Inc
1
AssetMark Inc
California
$30.2M
2
Ameriprise
2
Ameriprise
Minnesota
$106M
3
REMPR
3
Roof Eidam Maycock Peralta (REMP)
California
$20.4M
4
FTIOP
4
Fiduciary Trust International of Pennsylvania
Pennsylvania
$15.3M
5
BSAM
5
Blue Sky Asset Management
Colorado
$11.5M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$2.51B
2
MAM
2
Madison Asset Management
Wisconsin
$2.47M
3
MIM
3
Morningstar Investment Management
Illinois
$29.3M
4
NCM
4
Northwest Capital Management
Oregon
$367K
5
SW
5
SteelPeak Wealth
California
$658K
Name Holding Trade Value Shares
Change 		Shares
Change %
SAM
76
SignalPoint Asset Management
Missouri
$2.61M +$618K +21,044 +31%
ONST
77
Old North State Trust
North Carolina
$2.54M +$194K +6,604 +8%
RF
78
RHS Financial
California
$2.48M +$840K +28,572 +51%
MAM
79
Madison Asset Management
Wisconsin
$2.47M -$29.8M -1,015,374 -92%
TW
80
TrinityPoint Wealth
Connecticut
$2.44M +$328K +11,172 +16%
DBRC
81
D.B. Root & Company
Pennsylvania
$2.43M +$5.64K +192 +0.2%
VA
82
Valmark Advisers
Ohio
$2.42M +$1.94M +66,048 +409%
AHSSHC
83
Adventist Health System Sunbelt Healthcare Corp
Florida
$2.42M +$2.42M +82,186 New
CWP
84
Capital Wealth Planning
Florida
$2.41M +$1.43M +48,790 +146%
ISWM
85
Independent Solutions Wealth Management
New York
$2.39M -$244K -8,292 -9%
WWM
86
WT Wealth Management
Arizona
$2.2M +$12.5K +424 +0.6%
TCM
87
Tran Capital Management
California
$2.15M -$237K -8,052 -10%
Osaic Holdings
88
Osaic Holdings
Arizona
$2.11M +$2.11M +1,179,680 New
Cambridge Investment Research Advisors
89
Cambridge Investment Research Advisors
Iowa
$2.09M -$3.92M -133,426 -65%
PAG
90
Pinnacle Advisory Group
Maryland
$2.08M -$23.9K -814 -1%
WA
91
Waverly Advisors
Alabama
$1.96M +$29K +986 +2%
CCA
92
Cobblestone Capital Advisors
New York
$1.95M -$341K -11,598 -15%
WCM
93
Washburn Capital Management
Florida
$1.84M +$1.84M +62,518 New
WCM
94
Wealthcare Capital Management
Virginia
$1.81M -$174K -5,930 -9%
CIAS
95
Capital Investment Advisory Services
North Carolina
$1.76M +$703K +23,928 +66%
OCG
96
Opus Capital Group
Ohio
$1.61M +$1.61M +54,888 New
Janney Montgomery Scott
97
Janney Montgomery Scott
Pennsylvania
$1.57M +$235K +8,000 +18%
SF
98
Synovus Financial
Georgia
$1.55M +$775K +26,350 +100%
MA
99
MCF Advisors
Kentucky
$1.53M -$17.7K -604 -1%
SWM
100
SVA Wealth Management
Wisconsin
$1.52M +$44K +1,496 +3%
2 3
4
5 6