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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 %
Fifth Third Bancorp
201
Fifth Third Bancorp
Ohio
$18K +$18K +650 New
WHG
202
Westwood Holdings Group
Texas
$17K +$17K +606 New
AC
203
AlphaCore Capital
California
$16K +$16K +584 New
EI
204
Ellevest Inc
New York
$13K – – –
LFG
205
LifePlan Financial Group
Ohio
$12K -$29.2K -1,080 -71%
CAGAS
206
Capital Advisory Group Advisory Services
Minnesota
$12K +$12K +450 New
GWM
207
Geneos Wealth Management
Colorado
$11K -$1.87K -68 -15%
TAM
208
Townsend Asset Management
North Carolina
$11K +$11K +394 New
US Bancorp
209
US Bancorp
Minnesota
$10K -$151K -5,452 -94%
BA
210
Ballast Advisors
Minnesota
$10K +$10K +364 New
Carson Wealth (CWM LLC)
211
Carson Wealth (CWM LLC)
Nebraska
$9K – – –
FRA
212
Front Row Advisors
California
$8K – – –
ACM
213
Anfield Capital Management
California
$8K +$8K +274 New
OPS
214
Orion Portfolio Solutions
Nebraska
$8K +$8K +304 New
BFC
215
Bedel Financial Consulting
Indiana
$7K +$54 +2 +0.8%
WFMPM
216
Woodley Farra Manion Portfolio Management
Indiana
$6K +$6K +206 New
APA
217
American Portfolios Advisors
New York
$5.99K +$55 +2 +0.9%
TCOV
218
Trust Company of Vermont
Vermont
$5K – – –
HWA
219
HCR Wealth Advisors
California
$5K +$5K +172 New
JPMorgan Chase & Co
220
JPMorgan Chase & Co
New York
$5K +$5K +198 New
EFSCE
221
Enterprise Financial Services Corp (EFSC)
Missouri
$4K – – –
TFGT
222
TS Financial Group (TSFG)
Illinois
$4K – – –
SWA
223
Sutton Wealth Advisors
Florida
$3.08K – – –
Citigroup
224
Citigroup
New York
$3K +$2.94K +90 +4,500%
WT
225
Whittier Trust
California
$2K -$4K -132 -67%
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