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Schwab Intermediately-Term US Treasury ETF
SCHR

Overview Fund Activity

237 hedge funds and large institutions have $3.71B invested in Schwab Intermediately-Term US Treasury ETF in 2019 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 83 increasing their positions, 63 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
237
Holders Change
+27
Holders Change %
+12.86%
% of All Funds
4.68%
Holding in Top 10
17
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10.53%
% of All Funds
0.34%
New
58
Increased
83
Reduced
63
Closed
28
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
$2.66B
2
Ameriprise
Ameriprise
Minnesota
$80.7M
3
Jane Street
Jane Street
New York
$11.3M
4
MIM
Morningstar Investment Management
Illinois
$45.5M
5
KLC
Knowledge Leaders Capital
Colorado
$6.09M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$818K
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$158M
3
FTIOP
Fiduciary Trust International of Pennsylvania
Pennsylvania
$0
4
WP
WealthSource Partners
California
$1.94M
5
IA
IndexIQ Advisors
New York
$1.85M
Name Holding Trade Value Shares
Change 		Shares
Change %
CMP
126
Courage Miller Partners
Virginia
$630K -$2.03K -74 -0.3%
Commonwealth Equity Services
127
Commonwealth Equity Services
Massachusetts
$618K +$281K +10,244 +83%
IWM
128
IHT Wealth Management
Illinois
$611K +$14K +510 +2%
CM
129
Columbus Macro
Pennsylvania
$591K +$318K +11,568 +116%
Creative Planning
130
Creative Planning
Kansas
$542K -$40K -1,456 -7%
LAIC
131
Lederer & Associates Investment Counsel
California
$531K +$531K +19,346 New
TIM
132
Tortoise Investment Management
New York
$513K – – –
HI
133
Human Investing
Oregon
$501K +$93.5K +3,404 +23%
SBH
134
Segall Bryant & Hamill
Illinois
$483K -$10.2K -370 -2%
Comerica Bank
135
Comerica Bank
Texas
$476K -$20.2K -722 -4%
TFS
136
TrustCore Financial Services
Tennessee
$458K – – –
IAA
137
Independent Advisor Alliance
North Carolina
$455K +$21.3K +774 +5%
VA
138
Valmark Advisers
Ohio
$443K -$1.04K -38 -0.2%
SWA
139
SFMG Wealth Advisors
Texas
$433K – – –
CONA
140
Capital One National Association
New York
$391K +$391K +14,244 New
BWM
141
BCS Wealth Management
Tennessee
$382K +$382K +13,912 New
CIA
142
Compass Ion Advisors
Pennsylvania
$367K +$367K +13,360 New
VCM
143
Versant Capital Management
Arizona
$352K -$439 -16 -0.1%
BFEC
144
Benjamin F. Edwards & Company
Missouri
$350K +$20.8K +756 +6%
AWM
145
AE Wealth Management
Kansas
$315K +$315K +11,466 New
RJA
146
Raymond James & Associates
Florida
$306K +$306K +11,132 New
FFN
147
Focus Financial Network
Minnesota
$303K -$78.5K -2,860 -21%
RA
148
RFG Advisory
Alabama
$301K +$301K +10,974 New
GG
149
GenWealth Group
New Jersey
$280K – – –
MSAM
150
Moloney Securities Asset Management
Missouri
$279K +$63.1K +2,296 +29%
4 5
6
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