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Schwab Intermediately-Term US Treasury ETF
SCHR

Overview Fund Activity

256 hedge funds and large institutions have $2B invested in Schwab Intermediately-Term US Treasury ETF in 2020 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 89 increasing their positions, 85 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
256
Holders Change
+5
Holders Change %
+1.99%
% of All Funds
5.26%
Holding in Top 10
17
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-34.62%
% of All Funds
0.35%
New
35
Increased
89
Reduced
85
Closed
28
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
$155M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$48.7M
3
YAL
Your Advocates Ltd
Texas
$37.3M
4
IA
IndexIQ Advisors
New York
$17.7M
5
FIG
FundX Investment Group
California
$16.2M

Top Sellers

1
CSIA
Charles Schwab Investment Advisory
California
$629M
2
Osaic Holdings
Osaic Holdings
Arizona
$3.46M
3
Stifel Financial
Stifel Financial
Missouri
$85.2M
4
REMPR
Roof Eidam Maycock Peralta (REMP)
California
$1.17M
5
BSAM
Blue Sky Asset Management
Colorado
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
VCP
126
Vista Capital Partners
Oregon
$714K -$56.4K -1,918 -7%
AMG
127
Asset Management Group
Connecticut
$712K +$3.23K +110 +0.5%
TCM
128
Twele Capital Management
Minnesota
$698K +$68.1K +2,316 +11%
WOSD
129
WFA of San Diego
California
$685K +$685K +23,302 New
PP
130
PrairieView Partners
Minnesota
$681K -$83.4K -2,836 -11%
Creative Planning
131
Creative Planning
Kansas
$658K +$57.1K +1,942 +9%
MCM
132
Mainstay Capital Management
Michigan
$649K -$1.18K -40 -0.2%
CMP
133
Courage Miller Partners
Virginia
$643K – – –
IWM
134
IHT Wealth Management
Illinois
$613K -$5.35K -182 -0.9%
LAIC
135
Lederer & Associates Investment Counsel
California
$603K +$25.1K +854 +4%
AFP
136
Ausdal Financial Partners
Iowa
$575K +$285K +9,694 +98%
ASN
137
Advisory Services Network
Georgia
$563K -$485K -16,498 -46%
VCM
138
Vision Capital Management
Oregon
$521K -$145K -4,920 -22%
SBH
139
Segall Bryant & Hamill
Illinois
$518K – – –
COF
140
Capital One Financial
Virginia
$507K +$23.4K +798 +5%
JFG
141
JMG Financial Group
Illinois
$481K -$4K -136 -0.8%
SW
142
SteelPeak Wealth
California
$478K -$179K -6,106 -27%
EP
143
Eudaimonia Partners
Tennessee
$472K -$14.9K -508 -3%
IAA
144
Independent Advisor Alliance
North Carolina
$465K – – –
APA
145
American Portfolios Advisors
New York
$456K +$414K +14,074 +973%
CIA
146
Compass Ion Advisors
Pennsylvania
$419K -$4.71K -160 -1%
TW
147
Towerpoint Wealth
California
$410K +$410K +13,960 New
GVAG
148
Great Valley Advisor Group
Delaware
$402K +$137K +4,686 +52%
Comerica Bank
149
Comerica Bank
Texas
$398K -$92K -3,128 -19%
CFA
150
Carroll Financial Associates
North Carolina
$397K +$287K +9,778 +262%
4 5
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