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Schwab Intermediately-Term US Treasury ETF
SCHR

Overview Fund Activity

294 hedge funds and large institutions have $2.91B invested in Schwab Intermediately-Term US Treasury ETF in 2021 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 112 increasing their positions, 90 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
294
Holders Change
+1
Holders Change %
+0.34%
% of All Funds
5.18%
Holding in Top 10
17
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-26.09%
% of All Funds
0.3%
New
41
Increased
112
Reduced
90
Closed
37
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$793M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$243M
3
MAM
Madison Asset Management
Wisconsin
$21.9M
4
CSIA
Charles Schwab Investment Advisory
California
$657M
5
Jane Street
Jane Street
New York
$18.5M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
$40.9M
2
WAM
WNY Asset Management
New York
$9.42M
3
SS
Simplicity Solutions
Minnesota
$0
4
SP
SWS Partners
Ohio
$0
5
APC
Asset Planning Corporation
Tennessee
$1.06M
Name Holding Trade Value Shares
Change 		Shares
Change %
WCM
201
Windham Capital Management
Massachusetts
$237K – – –
PNC Financial Services Group
202
PNC Financial Services Group
Pennsylvania
$236K -$28.2K -1,000 -11%
MA
203
MCF Advisors
Kentucky
$227K -$37.9K -1,342 -14%
HDIM
204
Hanson & Doremus Investment Management
Vermont
$225K – – –
WP
205
WealthSource Partners
California
$215K -$57K -2,022 -21%
William Blair & Company
206
William Blair & Company
Illinois
$212K +$108K +3,808 +103%
GRP
207
Global Retirement Partners
California
$211K +$50.1K +1,776 +31%
JFGIW
208
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$211K +$211K +7,484 New
SFC
209
SYM Financial Corp
Indiana
$180K +$14.8K +524 +9%
NFG
210
Next Financial Group
Texas
$167K -$133K -4,720 -44%
LFG
211
Larson Financial Group
Missouri
$148K +$2.66K +94 +2%
MAM
212
Marquette Asset Management
Minnesota
$130K – – –
HR
213
Howe & Rusling
New York
$127K – – –
TCM
214
Tradewinds Capital Management
Washington
$106K +$6.47K +230 +6%
SPIA
215
Steward Partners Investment Advisory
New York
$96.2K +$96.2K +3,410 New
TFS
216
TrustCore Financial Services
Tennessee
$95K -$105K -3,712 -52%
AF
217
Advisornet Financial
Minnesota
$90K -$47K -1,674 -34%
EVM
218
Eaton Vance Management
Massachusetts
$89K +$89K +3,140 New
CFFP
219
Center for Financial Planning
Michigan
$73K – – –
LGWM
220
Litman Gregory Wealth Management
California
$67K – – –
WAP
221
Wealthcare Advisory Partners
Pennsylvania
$63K +$63K +2,234 New
SL
222
Savior LLC
Massachusetts
$62K – – –
PFBT
223
Parkside Financial Bank & Trust
Missouri
$58K – – –
IA
224
IFP Advisors
Florida
$55K -$8.93K -314 -14%
CMBA
225
C.M. Bidwell & Associates
Hawaii
$55K +$55K +1,950 New
7 8
9
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