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Schwab Intermediately-Term US Treasury ETF
SCHR

Overview Fund Activity

237 hedge funds and large institutions have $3.71B invested in Schwab Intermediately-Term US Treasury ETF in 2019 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 83 increasing their positions, 63 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
237
Holders Change
+27
Holders Change %
+12.86%
% of All Funds
4.68%
Holding in Top 10
17
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10.53%
% of All Funds
0.34%
New
58
Increased
83
Reduced
63
Closed
28
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
$2.66B
2
Ameriprise
Ameriprise
Minnesota
$80.7M
3
Jane Street
Jane Street
New York
$11.3M
4
MIM
Morningstar Investment Management
Illinois
$45.5M
5
KLC
Knowledge Leaders Capital
Colorado
$6.09M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$818K
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$158M
3
FTIOP
Fiduciary Trust International of Pennsylvania
Pennsylvania
$0
4
WP
WealthSource Partners
California
$1.94M
5
IA
IndexIQ Advisors
New York
$1.85M
Name Holding Trade Value Shares
Change 		Shares
Change %
LFG
176
Larson Financial Group
Missouri
$130K -$3.78K -138 -3%
MAM
177
Marquette Asset Management
Minnesota
$127K – – –
NFG
178
Next Financial Group
Texas
$125K +$880 +32 +0.7%
OIA
179
Optimum Investment Advisors
Illinois
$110K – – –
SMG
180
Spectrum Management Group
Indiana
$109K +$89.2K +3,256 +450%
FGAM
181
Financial Gravity Asset Management
Texas
$106K -$46.5K -5,122 -30%
LGWM
182
Litman Gregory Wealth Management
California
$105K +$105K +3,830 New
BlackRock
183
BlackRock
New York
$76K +$9.98K +362 +15%
BAM
184
Bellevue Asset Management
Washington
$72K +$72K +2,610 New
CFFP
185
Center for Financial Planning
Michigan
$71K +$71K +2,600 New
CIAS
186
CBIZ Investment Advisory Services
Ohio
$68K – – –
PFBT
187
Parkside Financial Bank & Trust
Missouri
$56K – – –
SSB
188
Sandy Spring Bank
Maryland
$46K +$46K +1,666 New
DI
189
Disciplined Investments
Oklahoma
$44K +$44K +1,586 New
VCM
190
Vigilant Capital Management
Maine
$42K -$193K -7,090 -82%
CIA
191
Cascade Investment Advisors
Oregon
$41.2K – – –
PIP
192
Peachtree Investment Partners
Florida
$38K +$38K +1,400 New
TF
193
Tompkins Financial
New York
$37K – – –
NG
194
NWK Group
California
$26K +$26K +958 New
SIS
195
Sound Income Strategies
Florida
$25K +$25K +902 New
Rockefeller Capital Management
196
Rockefeller Capital Management
New York
$24K – – –
William Blair & Company
197
William Blair & Company
Illinois
$23K -$649 -24 -3%
CDIA
198
Capital Directions Investment Advisors
Georgia
$22K -$28.6K -1,020 -56%
SFSG
199
Stearns Financial Services Group
North Carolina
$19K +$2.15K +80 +13%
GDP
200
Great Diamond Partners
Maine
$19K +$19K +700 New
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8
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