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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 %
KF
176
Krilogy Financial
Missouri
$334K +$398 +14 +0.1%
IAA
177
Independent Advisor Alliance
North Carolina
$333K – – –
IAN
178
Integrated Advisors Network
Texas
$332K -$3.75K -132 -1%
NFG
179
Next Financial Group
Texas
$331K +$162K +5,692 +96%
RJA
180
Raymond James & Associates
Florida
$320K +$8.6K +302 +3%
KAS
181
Kestra Advisory Services
Texas
$315K -$14.6K -514 -4%
HDIM
182
Hanson & Doremus Investment Management
Vermont
$303K +$69K +2,352 +29%
OIA
183
OneDigital Investment Advisors
Kansas
$297K +$21.1K +742 +8%
GG
184
GenWealth Group
New Jersey
$295K – – –
RG
185
Retirement Group
California
$295K +$32.6K +1,146 +12%
GVAG
186
Great Valley Advisor Group
Delaware
$289K – – –
SBL
187
Sargent Bickham Lagudis
Colorado
$281K – – –
BWM
188
BCS Wealth Management
Tennessee
$277K -$47K -1,654 -15%
TA
189
TrueWealth Advisors
Alabama
$269K -$696K -24,526 -72%
Baird Financial Group
190
Baird Financial Group
Wisconsin
$256K +$256K +8,988 New
ZF
191
Zhang Financial
Michigan
$251K +$251K +8,844 New
IC
192
Intersect Capital
California
$249K – – –
BDFN
193
Bond & Devick Financial Network
Minnesota
$249K – – –
WCM
194
Windham Capital Management
Massachusetts
$239K – – –
PNC Financial Services Group
195
PNC Financial Services Group
Pennsylvania
$238K – – –
SFC
196
SYM Financial Corp
Indiana
$236K +$54.5K +1,916 +30%
MA
197
MCF Advisors
Kentucky
$235K +$5.98K +210 +3%
ACG
198
Allen Capital Group
Nebraska
$229K +$229K +8,040 New
CFD
199
Creative Financial Designs
Indiana
$219K -$2.16M -75,900 -91%
FLPIM
200
F.L. Putnam Investment Management
Massachusetts
$217K +$217K +7,642 New
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8
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