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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 %
DP
151
Denver PWM
Colorado
$395K +$395K +13,448 New
TFS
152
TrustCore Financial Services
Tennessee
$394K -$94.1K -3,200 -19%
JFGLC
153
Johnson Financial Group LLC (Colorado)
Colorado
$387K +$387K +13,154 New
RW
154
REDW Wealth
New Mexico
$384K +$384K +13,052 New
BWM
155
BCS Wealth Management
Tennessee
$374K -$44.6K -1,516 -11%
HFA
156
Hoover Financial Advisors
Pennsylvania
$374K +$150K +5,108 +67%
NCM
157
Northwest Capital Management
Oregon
$367K – – –
AO
158
Advisor OS
Illinois
$366K +$366K +12,468 New
BFEC
159
Benjamin F. Edwards & Company
Missouri
$355K +$13.4K +454 +4%
Susquehanna International Group
160
Susquehanna International Group
Pennsylvania
$348K -$2.41M -82,068 -87%
KF
161
Krilogy Financial
Missouri
$339K -$142K -4,844 -30%
VCM
162
Versant Capital Management
Arizona
$332K -$29K -988 -8%
Millennium Management
163
Millennium Management
New York
$326K +$326K +11,106 New
MA
164
MCF Advisors
Kentucky
$296K -$1.23M -41,930 -81%
BAM
165
Barrett Asset Management
New York
$289K – – –
SBL
166
Sargent Bickham Lagudis
Colorado
$287K -$1.47K -50 -0.5%
Northwestern Mutual Wealth Management
167
Northwestern Mutual Wealth Management
Wisconsin
$285K +$59.2K +2,014 +26%
SGCA
168
Steel Grove Capital Advisors
Tennessee
$284K – – –
UCFA
169
United Capital Financial Advisors
Texas
$280K -$958K -32,604 -77%
RJA
170
Raymond James & Associates
Florida
$278K -$24.9K -846 -8%
JWM
171
JFG Wealth Management
Colorado
$277K +$277K +9,430 New
PNC Financial Services Group
172
PNC Financial Services Group
Pennsylvania
$275K – – –
US Bancorp
173
US Bancorp
Minnesota
$261K +$250K +8,522 +2,367%
IC
174
Intersect Capital
California
$257K – – –
TIM
175
Tortoise Investment Management
New York
$237K -$116K -3,950 -33%
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7
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