SCHR icon

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 %
ISWM
76
Independent Solutions Wealth Management
New York
$2.63M +$244K +8,302 +10%
FI
77
FormulaFolio Investments
Michigan
$2.61M -$512K -17,412 -16%
ONST
78
Old North State Trust
North Carolina
$2.53M -$8.82K -300 -0.3%
AHSSHC
79
Adventist Health System Sunbelt Healthcare Corp
Florida
$2.53M +$113K +3,828 +5%
SAM
80
SignalPoint Asset Management
Missouri
$2.49M -$114K -3,876 -4%
DBRC
81
D.B. Root & Company
Pennsylvania
$2.43M -$235 -8 -0%
LPL Financial
82
LPL Financial
California
$2.34M -$1.7M -57,980 -42%
AIP
83
Almanack Investment Partners
Pennsylvania
$2.32M -$4.46M -151,888 -66%
Commonwealth Equity Services
84
Commonwealth Equity Services
Massachusetts
$2.16M +$1.48M +50,294 +216%
TCM
85
Tran Capital Management
California
$2.09M -$60.8K -2,068 -3%
PAG
86
Pinnacle Advisory Group
Maryland
$2.09M +$13.9K +472 +0.7%
WCM
87
Washburn Capital Management
Florida
$2.08M +$239K +8,144 +13%
CCA
88
Cobblestone Capital Advisors
New York
$2.07M +$118K +4,000 +6%
OAM
89
Optimal Asset Management
California
$2.03M +$389K +13,252 +24%
Janney Montgomery Scott
90
Janney Montgomery Scott
Pennsylvania
$1.99M +$422K +14,372 +27%
WA
91
Waverly Advisors
Alabama
$1.95M -$5.62K -192 -0.3%
WCM
92
Wealthcare Capital Management
Virginia
$1.74M -$65.2K -2,220 -4%
EF
93
Empirical Finance
Pennsylvania
$1.73M -$4.59M -156,090 -73%
OCG
94
Opus Capital Group
Ohio
$1.62M +$8.64K +294 +0.5%
SIC
95
Salem Investment Counselors
North Carolina
$1.62M +$134K +4,570 +9%
BCA
96
Bay Colony Advisors
Massachusetts
$1.6M +$1.6M +54,318 New
Koshinski Asset Management
97
Koshinski Asset Management
Illinois
$1.47M +$163K +5,542 +12%
MAM
98
Madison Asset Management
Wisconsin
$1.45M -$1.02M -34,654 -41%
MML Investors Services
99
MML Investors Services
Massachusetts
$1.44M +$1M +34,040 +225%
FWP
100
FAS Wealth Partners
Kansas
$1.44M +$138K +4,690 +11%
2 3
4
5 6