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Schwab Intermediately-Term US Treasury ETF
SCHR

Overview Fund Activity

294 hedge funds and large institutions have $2.91B invested in Schwab Intermediately-Term US Treasury ETF in 2021 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 112 increasing their positions, 90 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
294
Holders Change
+1
Holders Change %
+0.34%
% of All Funds
5.18%
Holding in Top 10
17
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-26.09%
% of All Funds
0.3%
New
41
Increased
112
Reduced
90
Closed
37
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$793M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$243M
3
MAM
3
Madison Asset Management
Wisconsin
$21.9M
4
CSIA
4
Charles Schwab Investment Advisory
California
$657M
5
Jane Street
5
Jane Street
New York
$18.5M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$40.9M
2
WAM
2
WNY Asset Management
New York
$9.42M
3
SS
3
Simplicity Solutions
Minnesota
$0
4
SP
4
SWS Partners
Ohio
$0
5
APC
5
Asset Planning Corporation
Tennessee
$1.06M
Name Holding Trade Value Shares
Change 		Shares
Change %
PMG
76
ProVise Management Group
Florida
$3.08M +$1.01M +35,940 +49%
IFS
77
Ifrah Financial Services
Arkansas
$3.04M +$49.8K +1,764 +2%
FWP
78
FAS Wealth Partners
Kansas
$2.91M +$154K +5,448 +6%
AFP
79
Ausdal Financial Partners
Iowa
$2.82M +$865K +30,668 +44%
JAG
80
Journey Advisory Group
Kentucky
$2.81M -$82.2K -2,914 -3%
MML Investors Services
81
MML Investors Services
Massachusetts
$2.73M +$491K +17,402 +22%
ISWM
82
Independent Solutions Wealth Management
New York
$2.71M +$511K +18,134 +23%
OAM
83
Optimal Asset Management
California
$2.63M -$99.6K -3,532 -4%
CA
84
Cambridge Associates
Massachusetts
$2.62M +$283K +10,028 +12%
HI
85
Hendershot Investments
Virginia
$2.61M +$482K +17,074 +23%
CST
86
Charles Schwab Trust
Nevada
$2.61M -$414K -14,666 -14%
PAG
87
Pinnacle Advisory Group
Maryland
$2.48M +$278K +9,840 +13%
SIC
88
Salem Investment Counselors
North Carolina
$2.44M +$321K +11,380 +15%
CFD
89
Creative Financial Designs
Indiana
$2.36M +$226K +8,014 +11%
SWA
90
SFMG Wealth Advisors
Texas
$2.23M -$1.37M -48,668 -38%
DC
91
Davenport & Co
Virginia
$2.07M +$2.07M +73,290 New
VA
92
Valmark Advisers
Ohio
$1.98M -$267K -9,484 -12%
WA
93
Waverly Advisors
Alabama
$1.94M -$127K -4,490 -6%
BI
94
Berkeley Inc
Idaho
$1.84M +$11.7K +414 +0.6%
RW
95
Rede Wealth
Virginia
$1.83M -$110K -3,912 -6%
Koshinski Asset Management
96
Koshinski Asset Management
Illinois
$1.76M -$125K -4,416 -7%
JWS
97
Juncture Wealth Strategies
Arizona
$1.69M -$948K -33,578 -36%
WCM
98
Wealthcare Capital Management
Virginia
$1.67M – – –
SAM
99
SignalPoint Asset Management
Missouri
$1.65M -$446K -15,800 -21%
HB
100
Homrich & Berg
Georgia
$1.63M -$127K -4,516 -7%
2 3
4
5 6