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Schwab Intermediately-Term US Treasury ETF
SCHR

Overview Fund Activity

314 hedge funds and large institutions have $2.52B invested in Schwab Intermediately-Term US Treasury ETF in 2021 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 112 increasing their positions, 95 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
314
Holders Change
+18
Holders Change %
+6.08%
% of All Funds
4.85%
Holding in Top 10
19
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+18.75%
% of All Funds
0.29%
New
57
Increased
112
Reduced
95
Closed
34
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MIM
Morningstar Investment Management
Illinois
$70.5M
2
CSIA
Charles Schwab Investment Advisory
California
$718M
3
Jane Street
Jane Street
New York
$35.8M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
$22M
5
SFA
Sequoia Financial Advisors
Ohio
$24.1M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$136M
2
Wells Fargo
Wells Fargo
California
$5.7M
3
I2I
Insight 2811 Inc
Illinois
$1.36M
4
TCM
Tradewinds Capital Management
Washington
$45K
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TW
101
TrinityPoint Wealth
Connecticut
$1.7M -$1.44M -51,186 -46%
EAM
102
Empirical Asset Management
Massachusetts
$1.67M +$1.67M +59,550 New
WCM
103
Wealthcare Capital Management
Virginia
$1.66M – – –
MPM
104
Meritage Portfolio Management
Kansas
$1.66M +$393K +13,990 +31%
FMC
105
First Merchants Corp
Indiana
$1.64M -$376K -13,400 -19%
JWS
106
Juncture Wealth Strategies
Arizona
$1.62M -$40K -1,426 -2%
FTA
107
Financial & Tax Architects
Missouri
$1.58M -$184K -6,548 -10%
TIM
108
Tortoise Investment Management
New York
$1.58M +$348K +12,400 +28%
DBRC
109
D.B. Root & Company
Pennsylvania
$1.53M +$568K +20,248 +59%
PIMG
110
Patriot Investment Management Group
Tennessee
$1.51M +$135K +4,808 +10%
WA
111
Waverly Advisors
Alabama
$1.51M -$9.83K -360 -0.6%
TCM
112
Tran Capital Management
California
$1.5M +$7.69K +274 +0.5%
SAM
113
SignalPoint Asset Management
Missouri
$1.48M -$92.2K -3,288 -6%
CCM
114
Coldstream Capital Management
Washington
$1.46M +$1.46M +51,830 New
Mercer Global Advisors
115
Mercer Global Advisors
Colorado
$1.4M -$118K -4,190 -8%
Northwestern Mutual Wealth Management
116
Northwestern Mutual Wealth Management
Wisconsin
$1.4M -$29.6K -1,054 -2%
I2I
117
Insight 2811 Inc
Illinois
$1.36M -$42.1M -1,500,200 -97%
COF
118
Capital One Financial
Virginia
$1.31M +$818K +29,116 +165%
RW
119
Rede Wealth
Virginia
$1.26M -$480K -17,104 -28%
HWM
120
HB Wealth Management
Georgia
$1.24M +$1.24M +44,258 New
RA
121
RFG Advisory
Alabama
$1.24M +$1.24M +44,164 New
SP
122
Successful Portfolios
Florida
$1.14M -$81.9K -2,918 -7%
BIP
123
Blueprint Investment Partners
North Carolina
$1.13M +$46.4K +1,654 +4%
LAIC
124
Lederer & Associates Investment Counsel
California
$1.1M +$67.3K +2,398 +7%
RP
125
Riverwater Partners
Wisconsin
$1.09M +$1.09M +38,820 New
3 4
5
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