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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 %
CWA
101
Cornerstone Wealth Advisors
Minnesota
$1.61M +$1.61M +57,022 New
Commonwealth Equity Services
102
Commonwealth Equity Services
Massachusetts
$1.55M +$498K +17,656 +47%
PIMG
103
Patriot Investment Management Group
Tennessee
$1.55M +$1.11M +39,466 +256%
Deutsche Bank
104
Deutsche Bank
Germany
$1.44M -$258K -9,162 -15%
DPI
105
Diversified Portfolios Inc
Michigan
$1.39M +$282K +10,000 +26%
CCM
106
Coldstream Capital Management
Washington
$1.36M +$1.36M +48,140 New
PAS
107
Park Avenue Securities
New York
$1.35M +$701K +24,842 +108%
AA
108
Advisory Alpha
Michigan
$1.3M +$1.3M +46,148 New
Bank of Montreal
109
Bank of Montreal
Ontario, Canada
$1.29M +$89.7K +3,168 +7%
SFS
110
Sowell Financial Services
Arkansas
$1.26M +$34K +1,198 +3%
TCM
111
Tran Capital Management
California
$1.26M +$61.8K +2,192 +5%
SP
112
Successful Portfolios
Florida
$1.25M +$35.1K +1,244 +3%
LAIC
113
Lederer & Associates Investment Counsel
California
$1.2M +$247K +8,768 +26%
VWA
114
V Wealth Advisors
Kansas
$1.19M -$33.1K -1,172 -3%
WIC
115
Whitegate Investment Counselors
New Hampshire
$1.18M -$37K -1,314 -3%
TNB
116
TCF National Bank
South Dakota
$1.17M +$70.5K +2,500 +6%
BIP
117
Blueprint Investment Partners
North Carolina
$1.17M +$1.17M +41,382 +66,745%
Northwestern Mutual Wealth Management
118
Northwestern Mutual Wealth Management
Wisconsin
$1.17M +$409K +14,488 +54%
CFGS
119
Concourse Financial Group Securities
Alabama
$1.08M +$532K +18,848 +96%
APC
120
Asset Planning Corporation
Tennessee
$1.06M -$7.67M -272,028 -88%
VVP
121
Venture Visionary Partners
Ohio
$1.03M +$1.75K +62 +0.2%
SGCA
122
Steel Grove Capital Advisors
Tennessee
$1.02M +$743K +26,346 +272%
KFS
123
Kaizen Financial Strategies
California
$978K -$2.44M -86,396 -71%
HCM
124
Hutchinson Capital Management
California
$972K +$7.28K +258 +0.8%
TA
125
TrueWealth Advisors
Alabama
$966K -$1.29M -45,272 -57%
3 4
5
6 7