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Schwab Intermediately-Term US Treasury ETF
SCHR

Overview Fund Activity

251 hedge funds and large institutions have $3.71B invested in Schwab Intermediately-Term US Treasury ETF in 2020 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 77 increasing their positions, 86 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
251
Holders Change
+14
Holders Change %
+5.91%
% of All Funds
5.54%
Holding in Top 10
26
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+52.94%
% of All Funds
0.57%
New
52
Increased
77
Reduced
86
Closed
34
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AssetMark Inc
AssetMark Inc
California
$30.2M
2
Ameriprise
Ameriprise
Minnesota
$106M
3
REMPR
Roof Eidam Maycock Peralta (REMP)
California
$20.4M
4
FTIOP
Fiduciary Trust International of Pennsylvania
Pennsylvania
$15.3M
5
BSAM
Blue Sky Asset Management
Colorado
$11.5M

Top Sellers

1
CSIA
Charles Schwab Investment Advisory
California
$2.51B
2
MAM
Madison Asset Management
Wisconsin
$2.47M
3
MIM
Morningstar Investment Management
Illinois
$29.3M
4
NCM
Northwest Capital Management
Oregon
$367K
5
SW
SteelPeak Wealth
California
$658K
Name Holding Trade Value Shares
Change 		Shares
Change %
TIM
151
Tortoise Investment Management
New York
$353K -$196K -6,680 -36%
WC
152
Waterloo Capital
Texas
$345K +$345K +11,728 New
BFEC
153
Benjamin F. Edwards & Company
Missouri
$341K -$33.4K -1,138 -9%
FFN
154
Focus Financial Network
Minnesota
$325K +$823 +28 +0.3%
MSAM
155
Moloney Securities Asset Management
Missouri
$322K +$23.7K +806 +8%
RJA
156
Raymond James & Associates
Florida
$303K -$24.3K -828 -7%
IA
157
IndexIQ Advisors
New York
$295K -$1.68M -57,188 -85%
AFP
158
Ausdal Financial Partners
Iowa
$290K +$29.3K +996 +11%
Prudential Financial
159
Prudential Financial
New Jersey
$290K +$290K +9,882 New
BAM
160
Barrett Asset Management
New York
$289K – – –
SBL
161
Sargent Bickham Lagudis
Colorado
$288K -$1.53K -52 -0.5%
SGCA
162
Steel Grove Capital Advisors
Tennessee
$284K – – –
PNC Financial Services Group
163
PNC Financial Services Group
Pennsylvania
$275K – – –
Fidelity Investments
164
Fidelity Investments
Massachusetts
$273K +$129K +4,404 +90%
HR
165
Hayden Royal
North Carolina
$270K +$270K +9,180 New
GVAG
166
Great Valley Advisor Group
Delaware
$265K +$2.45K +84 +0.9%
IC
167
Intersect Capital
California
$257K -$10.6K -360 -4%
SC
168
Slow Capital
California
$238K -$2.07M -70,486 -90%
HDIM
169
Hanson & Doremus Investment Management
Vermont
$236K – – –
Northwestern Mutual Wealth Management
170
Northwestern Mutual Wealth Management
Wisconsin
$226K -$59.2K -2,012 -21%
GCA
171
Genesee Capital Advisors
New York
$226K +$226K +7,714 New
HFA
172
Hoover Financial Advisors
Pennsylvania
$224K +$224K +7,630 New
SS
173
Sunbelt Securities
Texas
$204K +$204K +7,040 New
HI
174
Hudock Inc
Pennsylvania
$162K -$30K -1,028 -16%
FGAM
175
Financial Gravity Asset Management
Texas
$160K -$95.6K -4,372 -37%
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