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Schwab Intermediately-Term US Treasury ETF
SCHR

Overview Fund Activity

210 hedge funds and large institutions have $3.73B invested in Schwab Intermediately-Term US Treasury ETF in 2019 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 83 increasing their positions, 59 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
210
Holders Change
+8
Holders Change %
+3.96%
% of All Funds
4.61%
Holding in Top 10
19
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.76%
% of All Funds
0.42%
New
36
Increased
83
Reduced
59
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
$2.58B
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$180M
3
MIM
Morningstar Investment Management
Illinois
$38.8M
4
FC
Financial Consulate
Maryland
$8.29M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$59.6M

Top Sellers

1
AIP
Almanack Investment Partners
Pennsylvania
$8.79M
2
Ameriprise
Ameriprise
Minnesota
$38.1M
3
AssetMark Inc
AssetMark Inc
California
$0
4
FCA
FLC Capital Advisors
California
$756K
5
IA
IndexIQ Advisors
New York
$10.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
NIC
201
Northwest Investment Counselors
Oregon
$2K +$2K +80 New
AIM
202
Anchor Investment Management
South Carolina
$1.28K – – –
GSWM
203
Golden State Wealth Management
California
$1K +$1K +20 New
KFS
204
Kelly Financial Services
Massachusetts
$889 +$889 +32 New
GEA
205
Glen Eagle Advisors
New Jersey
$389 – – –
SWP
206
Strategic Wealth Partners
Ohio
$8 – -18 -5%
AssetMark Inc
207
AssetMark Inc
California
– -$24.3M -884,364 Closed
Renaissance Technologies
208
Renaissance Technologies
New York
– -$2.11M -76,742 Closed
Mariner
209
Mariner
Kansas
– -$720K -26,192 Closed
TF
210
Trek Financial
Arizona
– -$495K -18,022 Closed
RI
211
Ridgewood Investments
New Jersey
– -$442K -16,094 Closed
RWA
212
Redhawk Wealth Advisors
Minnesota
– -$435K -15,834 Closed
VF
213
Virtu Financial
New York
– -$375K -13,640 Closed
HighTower Advisors
214
HighTower Advisors
Illinois
– -$372K -13,574 Closed
AI
215
Atria Investments
North Carolina
– -$312K -11,184 Closed
OMC
216
Old Mission Capital
Illinois
– -$264K -9,600 Closed
CHP
217
Cable Hill Partners
Oregon
– -$247K -9,000 Closed
SFG
218
StrategIQ Financial Group
Indiana
– -$212K -7,718 Closed
PCM
219
Penserra Capital Management
California
– -$83K -3,046 Closed
Fifth Third Bancorp
220
Fifth Third Bancorp
Ohio
– -$36K -1,308 Closed
CFGS
221
Concourse Financial Group Securities
Alabama
– -$28K -1,010 Closed
OIA
222
OneDigital Investment Advisors
Kansas
– -$21K -776 Closed
TCM
223
Tradewinds Capital Management
Washington
– -$17K -604 Closed
CFA
224
Camarda Financial Advisors
Florida
– -$11K -388 Closed
JPMorgan Chase & Co
225
JPMorgan Chase & Co
New York
– -$4K -156 Closed
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