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Schwab Intermediately-Term US Treasury ETF
SCHR

Overview Fund Activity

261 hedge funds and large institutions have $2.08B invested in Schwab Intermediately-Term US Treasury ETF in 2020 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 117 increasing their positions, 65 reducing their positions, and 20 closing their positions.

Holders
261
Holders Change
+5
Holders Change %
+1.95%
% of All Funds
5.28%
Holding in Top 10
17
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.34%
New
27
Increased
117
Reduced
65
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TI
1
Tidal Investments
Wisconsin
$73.4M
2
Stifel Financial
2
Stifel Financial
Missouri
$117M
3
CSIA
3
Charles Schwab Investment Advisory
California
$649M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$213M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$62M

Top Sellers

1
AssetMark Inc
1
AssetMark Inc
California
$9.18M
2
TCM
2
Tradewinds Capital Management
Washington
$237K
3
Ameriprise
3
Ameriprise
Minnesota
$135M
4
FIG
4
FundX Investment Group
California
$0
5
AF
5
Advisornet Financial
Minnesota
$144K
Name Holding Trade Value Shares
Change 		Shares
Change %
PAG
76
Pinnacle Advisory Group
Maryland
$2.16M +$68.3K +2,326 +3%
OAM
77
Optimal Asset Management
California
$2.1M +$70.8K +2,412 +3%
VA
78
Valmark Advisers
Ohio
$2.03M +$764K +26,032 +60%
WA
79
Waverly Advisors
Alabama
$2.01M +$70.3K +2,412 +4%
WCFA
80
Walkner Condon Financial Advisors
Wisconsin
$1.97M +$1.97M +67,056 New
WWM
81
WT Wealth Management
Arizona
$1.94M +$911K +31,062 +88%
CFD
82
Creative Financial Designs
Indiana
$1.92M +$1.82M +62,138 +1,932%
I
83
INVST
Indiana
$1.89M -$6.89M -234,934 -78%
BIP
84
Blueprint Investment Partners
North Carolina
$1.8M -$1.35M -46,540 -43%
MML Investors Services
85
MML Investors Services
Massachusetts
$1.79M +$345K +11,754 +24%
HI
86
Hendershot Investments
Virginia
$1.77M +$1.77M +60,322 New
AIP
87
Almanack Investment Partners
Pennsylvania
$1.74M -$548K -18,902 -24%
WCM
88
Wealthcare Capital Management
Virginia
$1.74M – – –
FWP
89
FAS Wealth Partners
Kansas
$1.71M +$274K +9,328 +19%
AFP
90
Ausdal Financial Partners
Iowa
$1.66M +$1.08M +36,850 +188%
SIC
91
Salem Investment Counselors
North Carolina
$1.65M +$32.9K +1,120 +2%
PIMG
92
Patriot Investment Management Group
Tennessee
$1.56M +$138K +4,692 +10%
Citadel Advisors
93
Citadel Advisors
Florida
$1.54M -$2.35M -80,158 -60%
CAPTRUST Financial Advisors
94
CAPTRUST Financial Advisors
North Carolina
$1.42M -$1.59M -54,116 -53%
MFG
95
MidWestOne Financial Group
Iowa
$1.39M +$1.39M +47,436 New
Bank of Montreal
96
Bank of Montreal
Ontario, Canada
$1.38M +$128K +4,364 +10%
SA
97
Strategic Advisors
New York
$1.35M +$1.35M +46,330 New
SFS
98
Sowell Financial Services
Arkansas
$1.29M +$997 +34 +0.1%
WIC
99
Whitegate Investment Counselors
New Hampshire
$1.27M +$49.9K +1,700 +4%
SP
100
Successful Portfolios
Florida
$1.25M +$25.4K +866 +2%
2 3
4
5 6