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Schwab Intermediately-Term US Treasury ETF
SCHR

Overview Fund Activity

296 hedge funds and large institutions have $2.91B invested in Schwab Intermediately-Term US Treasury ETF in 2021 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 119 increasing their positions, 84 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
296
Holders Change
+9
Holders Change %
+3.14%
% of All Funds
5.2%
Holding in Top 10
16
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.28%
New
33
Increased
119
Reduced
84
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$658M
2
CSIA
2
Charles Schwab Investment Advisory
California
$683M
3
TCM
3
Tradewinds Capital Management
Washington
$28.1M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$267M
5
AssetMark Inc
5
AssetMark Inc
California
$12.7M

Top Sellers

1
Stifel Financial
1
Stifel Financial
Missouri
$83.8M
2
Jane Street
2
Jane Street
New York
$1.1M
3
SFA
3
Sequoia Financial Advisors
Ohio
$7.73M
4
Ameriprise
4
Ameriprise
Minnesota
$57.7M
5
AWM
5
AE Wealth Management
Kansas
$3.92M
Name Holding Trade Value Shares
Change 		Shares
Change %
IFS
76
Ifrah Financial Services
Arkansas
$3.22M +$58.7K +2,070 +2%
AHSSHC
77
Adventist Health System Sunbelt Healthcare Corp
Florida
$3.22M – – –
TW
78
TrinityPoint Wealth
Connecticut
$3.17M +$21.5K +758 +0.7%
AFP
79
Ausdal Financial Partners
Iowa
$3.14M +$153K +5,392 +5%
ISWM
80
Independent Solutions Wealth Management
New York
$3.1M +$94.6K +3,336 +3%
HI
81
Hendershot Investments
Virginia
$3.06M +$359K +12,670 +13%
FWP
82
FAS Wealth Partners
Kansas
$2.95M +$8.17K +288 +0.3%
JAG
83
Journey Advisory Group
Kentucky
$2.71M -$127K -4,464 -4%
SIC
84
Salem Investment Counselors
North Carolina
$2.55M +$184K +6,480 +8%
MML Investors Services
85
MML Investors Services
Massachusetts
$2.39M -$57.3K -2,022 -2%
Barclays
86
Barclays
United Kingdom
$2.32M +$1.85M +65,302 +395%
FTUS
87
Flow Traders U.S.
New York
$2.24M +$341K +12,010 +18%
CST
88
Charles Schwab Trust
Nevada
$2.2M +$43.8K +1,546 +2%
VA
89
Valmark Advisers
Ohio
$2.19M +$187K +6,586 +9%
FMC
90
First Merchants Corp
Indiana
$2.04M -$1.9M -66,964 -48%
PAS
91
Park Avenue Securities
New York
$1.93M +$533K +18,790 +38%
BI
92
Berkeley Inc
Idaho
$1.84M +$6.52K +230 +0.4%
FTA
93
Financial & Tax Architects
Missouri
$1.78M +$1.78M +62,824 New
RW
94
Rede Wealth
Virginia
$1.76M -$40.4K -1,424 -2%
Koshinski Asset Management
95
Koshinski Asset Management
Illinois
$1.72M -$146K -5,138 -8%
JWS
96
Juncture Wealth Strategies
Arizona
$1.68M +$284 +10 +0%
WCM
97
Wealthcare Capital Management
Virginia
$1.67M – – –
SAM
98
SignalPoint Asset Management
Missouri
$1.59M -$69.1K -2,438 -4%
WA
99
Waverly Advisors
Alabama
$1.56M +$10.3K +368 +0.7%
Mercer Global Advisors
100
Mercer Global Advisors
Colorado
$1.54M -$2.84M -100,066 -65%
2 3
4
5 6