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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 %
NG
201
NWK Group
California
$52K – – –
DI
202
Disciplined Investments
Oklahoma
$45K – – –
CIA
203
Cascade Investment Advisors
Oregon
$44.1K – – –
CIAS
204
CBIZ Investment Advisory Services
Ohio
$43K -$73K – –
BAM
205
Bellevue Asset Management
Washington
$42K – – –
OIA
206
Optimum Investment Advisors
Illinois
$41K – – –
PIP
207
Peachtree Investment Partners
Florida
$41K – – –
CAN
208
Cetera Advisor Networks
California
$40K +$40K +1,372 New
HI
209
Hudock Inc
Pennsylvania
$36K -$124K -4,294 -77%
OPS
210
Orion Portfolio Solutions
Nebraska
$35K +$29.9K +1,018 +585%
BEI
211
Benjamin Edwards Inc
Missouri
$34K +$2.27K +78 +7%
GAM
212
Gemmer Asset Management
California
$30K +$179 +6 +0.6%
TRCT
213
Tower Research Capital (TRC)
New York
$29K +$29K +1,000 New
MWA
214
MFA Wealth Advisors
Pennsylvania
$27.2K -$4.16M -141,466 -99%
CHA
215
Carmichael Hill & Associates
Maryland
$27K +$59 +2 +0.2%
Rockefeller Capital Management
216
Rockefeller Capital Management
New York
$26K – – –
CDIA
217
Capital Directions Investment Advisors
Georgia
$23K – – –
CAC
218
Certified Advisory Corp
Florida
$22K +$115 +4 +0.5%
SFSG
219
Stearns Financial Services Group
North Carolina
$22K +$2.12K +72 +11%
HI
220
Human Investing
Oregon
$18K -$76.2K -2,564 -81%
LWM
221
Liberty Wealth Management
California
$18K +$5.66K +190 +46%
AW
222
Avion Wealth
Texas
$16K – – –
VFA
223
Valeo Financial Advisors
Indiana
$15K +$15K +496 New
CFO
224
CVA Family Office
Colorado
$14K – – –
MCM
225
Manchester Capital Management
Vermont
$14K +$14K +488 New
7 8
9
10 11