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Schwab Intermediately-Term US Treasury ETF
SCHR

Overview Fund Activity

287 hedge funds and large institutions have $2.41B invested in Schwab Intermediately-Term US Treasury ETF in 2021 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 116 increasing their positions, 85 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
287
Holders Change
-7
Holders Change %
-2.38%
% of All Funds
5.01%
Holding in Top 10
16
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.88%
% of All Funds
0.28%
New
31
Increased
116
Reduced
85
Closed
34
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
$71.5M
2
MAM
Madison Asset Management
Wisconsin
$47.8M
3
Jane Street
Jane Street
New York
$35.1M
4
Charles Schwab
Charles Schwab
California
$14.7M
5
YAL
Your Advocates Ltd
Texas
$34.6M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$169M
2
CSIA
Charles Schwab Investment Advisory
California
$653M
3
CPFP
Clear Perspectives Financial Planning
Ohio
$68K
4
WAM
WNY Asset Management
New York
$4.67M
5
MWA
MFA Wealth Advisors
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SF
126
Synovus Financial
Georgia
$723K +$59.8K +2,102 +9%
TSS
127
Two Sigma Securities
New York
$710K +$710K +24,964 New
DAS
128
Dynamic Advisor Solutions
Arizona
$709K -$12.6K -444 -2%
APC
129
Asset Planning Corporation
Tennessee
$706K -$363K -12,744 -34%
EAM
130
Evanson Asset Management
California
$658K +$1.25K +44 +0.2%
BWM
131
Birchcreek Wealth Management
Ohio
$653K +$15.3K +538 +2%
NFP
132
Novak Financial Planning
Maryland
$646K +$739 +26 +0.1%
MCM
133
Mainstay Capital Management
Michigan
$636K +$24.4K +856 +4%
VCP
134
Vista Capital Partners
Oregon
$635K +$171 +6 +0%
IWM
135
IHT Wealth Management
Illinois
$630K +$20.2K +710 +3%
Commonwealth Equity Services
136
Commonwealth Equity Services
Massachusetts
$621K -$939K -33,038 -60%
VCM
137
Vision Capital Management
Oregon
$593K -$47.8K -1,682 -7%
AMG
138
Asset Management Group
Connecticut
$591K +$1.54K +54 +0.3%
AIP
139
Almanack Investment Partners
Pennsylvania
$586K -$336K -11,830 -36%
ATI
140
Act Two Investors
California
$577K – – –
Qube Research & Technologies (QRT)
141
Qube Research & Technologies (QRT)
United Kingdom
$556K +$556K +19,544 New
ASN
142
Advisory Services Network
Georgia
$551K -$73.7K -2,590 -12%
BFEC
143
Benjamin F. Edwards & Company
Missouri
$547K -$31.6K -1,112 -5%
WOSD
144
WFA of San Diego
California
$515K -$33.7K -1,184 -6%
MFG
145
MidWestOne Financial Group
Iowa
$513K – – –
HFS
146
Horizon Financial Services
North Carolina
$513K +$513K +18,032 New
PP
147
PrairieView Partners
Minnesota
$502K – – –
RW
148
REDW Wealth
New Mexico
$495K +$398 +14 +0.1%
SBH
149
Segall Bryant & Hamill
Illinois
$492K -$6.54K -230 -1%
BCM
150
Brookstone Capital Management
Illinois
$489K +$489K +17,174 New
4 5
6
7 8