SCHR icon

Schwab Intermediately-Term US Treasury ETF
SCHR

Overview Fund Activity

296 hedge funds and large institutions have $2.91B invested in Schwab Intermediately-Term US Treasury ETF in 2021 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 119 increasing their positions, 84 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
296
Holders Change
+9
Holders Change %
+3.14%
% of All Funds
5.2%
Holding in Top 10
16
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.28%
New
33
Increased
119
Reduced
84
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$658M
2
CSIA
2
Charles Schwab Investment Advisory
California
$683M
3
TCM
3
Tradewinds Capital Management
Washington
$28.1M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$267M
5
AssetMark Inc
5
AssetMark Inc
California
$12.7M

Top Sellers

1
Stifel Financial
1
Stifel Financial
Missouri
$83.8M
2
Jane Street
2
Jane Street
New York
$1.1M
3
SFA
3
Sequoia Financial Advisors
Ohio
$7.73M
4
Ameriprise
4
Ameriprise
Minnesota
$57.7M
5
AWM
5
AE Wealth Management
Kansas
$3.92M
Name Holding Trade Value Shares
Change 		Shares
Change %
DAS
126
Dynamic Advisor Solutions
Arizona
$905K +$198K +6,964 +28%
FA
127
Fagan Associates
New York
$868K -$8.73K -308 -1%
TCM
128
Twele Capital Management
Minnesota
$838K +$18.5K +652 +2%
CAPTRUST Financial Advisors
129
CAPTRUST Financial Advisors
North Carolina
$817K +$1.02K +36 +0.1%
SLWS
130
Swaine & Leidel Wealth Services
Florida
$808K +$808K +28,530 New
IWC
131
Integrated Wealth Concepts
Massachusetts
$801K +$13.7K +482 +2%
RIM
132
Rockbridge Investment Management
New York
$784K -$3.12K -110 -0.4%
ASN
133
Advisory Services Network
Georgia
$733K +$184K +6,500 +34%
APC
134
Asset Planning Corporation
Tennessee
$729K +$25.3K +894 +4%
SF
135
Synovus Financial
Georgia
$721K – – –
Mariner
136
Mariner
Kansas
$682K +$682K +24,050 New
BFEC
137
Benjamin F. Edwards & Company
Missouri
$671K +$125K +4,400 +23%
EAM
138
Evanson Asset Management
California
$660K +$1.54K +54 +0.2%
BWM
139
Birchcreek Wealth Management
Ohio
$657K +$6.24K +220 +1%
AF
140
Allworth Financial
California
$640K +$640K +22,558 +187,983%
AIP
141
Almanack Investment Partners
Pennsylvania
$636K +$51.4K +1,814 +9%
PP
142
PrairieView Partners
Minnesota
$630K +$129K +4,550 +26%
VCP
143
Vista Capital Partners
Oregon
$582K -$51.1K -1,802 -8%
VCM
144
Vision Capital Management
Oregon
$570K -$21.8K -768 -4%
AMG
145
Asset Management Group
Connecticut
$562K -$27.6K -972 -5%
IWM
146
IHT Wealth Management
Illinois
$536K -$92.1K -3,248 -15%
PCWA
147
Pacific Capital Wealth Advisors
California
$513K +$121K +4,270 +31%
MFG
148
MidWestOne Financial Group
Iowa
$512K – – –
JWM
149
JFG Wealth Management
Colorado
$506K +$119K +4,208 +31%
NCM
150
Northwest Capital Management
Oregon
$506K +$506K +18,036 New
4 5
6
7 8