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Schwab Intermediately-Term US Treasury ETF
SCHR

Overview Fund Activity

293 hedge funds and large institutions have $2.82B invested in Schwab Intermediately-Term US Treasury ETF in 2020 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 113 increasing their positions, 81 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
293
Holders Change
+32
Holders Change %
+12.26%
% of All Funds
5.2%
Holding in Top 10
23
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+35.29%
% of All Funds
0.41%
New
54
Increased
113
Reduced
81
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$701M
2
I2I
Insight 2811 Inc
Illinois
$47M
3
Creative Planning
Creative Planning
Kansas
$24.1M
4
Wells Fargo
Wells Fargo
California
$45.8M
5
Stifel Financial
Stifel Financial
Missouri
$134M

Top Sellers

1
TI
Tidal Investments
Wisconsin
$0
2
Ameriprise
Ameriprise
Minnesota
$83.9M
3
YAL
Your Advocates Ltd
Texas
$16.9M
4
Jane Street
Jane Street
New York
$665K
5
TI
tru Independence
Oregon
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SLWS
126
Swaine & Leidel Wealth Services
Florida
$929K -$202K -6,942 -18%
FA
127
Fagan Associates
New York
$923K +$116 +4 +0%
AA
128
Alesco Advisors
New York
$873K +$58.2K +2,000 +7%
TCM
129
Twele Capital Management
Minnesota
$847K +$108K +3,712 +15%
RRC
130
Relaxing Retirement Coach
Massachusetts
$845K -$3.5M -120,064 -81%
RIM
131
Rockbridge Investment Management
New York
$814K -$4.72K -162 -0.6%
MPM
132
Meritage Portfolio Management
Kansas
$805K +$805K +27,640 New
DAS
133
Dynamic Advisor Solutions
Arizona
$794K -$67K -2,300 -8%
HFA
134
Hoover Financial Advisors
Pennsylvania
$783K -$20.9K -722 -3%
Northwestern Mutual Wealth Management
135
Northwestern Mutual Wealth Management
Wisconsin
$782K +$162K +5,556 +26%
SF
136
Synovus Financial
Georgia
$774K -$29.7K -1,020 -4%
SWM
137
SVA Wealth Management
Wisconsin
$732K – – –
BWM
138
Birchcreek Wealth Management
Ohio
$712K +$712K +24,468 New
AMG
139
Asset Management Group
Connecticut
$705K +$2.5K +86 +0.4%
EAM
140
Evanson Asset Management
California
$672K +$672K +23,074 New
VCP
141
Vista Capital Partners
Oregon
$668K -$34.5K -1,184 -5%
PAS
142
Park Avenue Securities
New York
$667K +$329K +11,292 +97%
Jane Street
143
Jane Street
New York
$665K -$10.3M -352,312 -94%
CWA
144
Clearview Wealth Advisors
Oregon
$662K +$662K +22,750 New
NFP
145
Novak Financial Planning
Maryland
$661K +$661K +22,698 New
MCM
146
Mainstay Capital Management
Michigan
$638K -$4.65K -160 -0.7%
IWM
147
IHT Wealth Management
Illinois
$637K -$7.69K -264 -1%
REMPR
148
Roof Eidam Maycock Peralta (REMP)
California
$617K -$297K -10,200 -32%
EP
149
Eudaimonia Partners
Tennessee
$582K -$17.9K -614 -3%
I
150
INVST
Indiana
$581K -$1.3M -44,568 -69%
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