SCHR icon

Schwab Intermediately-Term US Treasury ETF
SCHR

Overview Fund Activity

293 hedge funds and large institutions have $2.82B invested in Schwab Intermediately-Term US Treasury ETF in 2020 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 113 increasing their positions, 81 reducing their positions, and 20 closing their positions.

Holders
293
Holders Change
+32
Holders Change %
+12.26%
% of All Funds
5.2%
Holding in Top 10
23
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+35.29%
% of All Funds
0.41%
New
54
Increased
113
Reduced
81
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$701M
2
I2I
2
Insight 2811 Inc
Illinois
$47M
3
Creative Planning
3
Creative Planning
Kansas
$24.1M
4
Wells Fargo
4
Wells Fargo
California
$45.8M
5
Stifel Financial
5
Stifel Financial
Missouri
$134M

Top Sellers

1
TI
1
Tidal Investments
Wisconsin
$0
2
Ameriprise
2
Ameriprise
Minnesota
$83.9M
3
YAL
3
Your Advocates Ltd
Texas
$16.9M
4
Jane Street
4
Jane Street
New York
$665K
5
TI
5
tru Independence
Oregon
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Janney Montgomery Scott
76
Janney Montgomery Scott
Pennsylvania
$3M +$480K +16,504 +19%
JAG
77
Journey Advisory Group
Kentucky
$2.98M +$2.98M +102,378 New
FWP
78
FAS Wealth Partners
Kansas
$2.84M +$1.14M +39,244 +67%
OAM
79
Optimal Asset Management
California
$2.82M +$737K +25,302 +35%
PWM
80
Perigon Wealth Management
California
$2.8M +$1.59M +54,688 +132%
JWS
81
Juncture Wealth Strategies
Arizona
$2.72M -$270K -9,268 -9%
AHSSHC
82
Adventist Health System Sunbelt Healthcare Corp
Florida
$2.7M +$89.4K +3,072 +3%
KAS
83
Kestra Advisory Services
Texas
$2.61M +$2.61M +89,592 +46,181%
CA
84
Cambridge Associates
Massachusetts
$2.41M +$1.19M +40,922 +98%
VA
85
Valmark Advisers
Ohio
$2.32M +$310K +10,662 +15%
MML Investors Services
86
MML Investors Services
Massachusetts
$2.31M +$540K +18,564 +30%
TA
87
TrueWealth Advisors
Alabama
$2.29M +$2.29M +79,274 New
PAG
88
Pinnacle Advisory Group
Maryland
$2.28M +$138K +4,754 +6%
ISWM
89
Independent Solutions Wealth Management
New York
$2.27M +$29.5K +1,012 +1%
HI
90
Hendershot Investments
Virginia
$2.2M +$445K +15,284 +25%
CFD
91
Creative Financial Designs
Indiana
$2.2M +$298K +10,234 +16%
SIC
92
Salem Investment Counselors
North Carolina
$2.19M +$551K +18,920 +34%
LWM
93
Laidlaw Wealth Management
New York
$2.18M +$2.18M +74,734 New
SAM
94
SignalPoint Asset Management
Missouri
$2.16M -$78.3K -2,688 -3%
PMG
95
ProVise Management Group
Florida
$2.13M +$1.09M +37,608 +106%
WA
96
Waverly Advisors
Alabama
$2.11M +$117K +4,046 +6%
WWM
97
WT Wealth Management
Arizona
$2.09M +$167K +5,748 +9%
AFP
98
Ausdal Financial Partners
Iowa
$2.02M +$376K +12,924 +23%
RW
99
Rede Wealth
Virginia
$2M +$2M +68,762 New
Koshinski Asset Management
100
Koshinski Asset Management
Illinois
$1.94M +$117K +4,024 +6%
2 3
4
5 6