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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 %
CIAS
201
Capital Investment Advisory Services
North Carolina
$215K -$39.4K -1,388 -15%
MOS
202
MGO One Seven
Ohio
$215K +$215K +7,572 New
JFGIW
203
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$213K – – –
GRP
204
Global Retirement Partners
California
$213K +$398 +14 +0.2%
William Blair & Company
205
William Blair & Company
Illinois
$210K -$3.53K -124 -2%
SC
206
Slow Capital
California
$208K +$208K +7,308 New
VCM
207
Versant Capital Management
Arizona
$169K -$163K -5,734 -49%
LFG
208
Larson Financial Group
Missouri
$136K -$12.5K -442 -8%
MAM
209
Marquette Asset Management
Minnesota
$131K – – –
HR
210
Howe & Rusling
New York
$128K – – –
AF
211
Advisornet Financial
Minnesota
$91K – – –
EVM
212
Eaton Vance Management
Massachusetts
$89K – – –
GP
213
Greenline Partners
New York
$88K +$76.3K +2,674 +649%
CFFP
214
Center for Financial Planning
Michigan
$77K +$2.91K +102 +4%
CPFP
215
Clear Perspectives Financial Planning
Ohio
$68K -$5.7M -201,260 -99%
SL
216
Savior LLC
Massachusetts
$63K – – –
GM
217
GeoWealth Management
Illinois
$63K +$19.9K +684 +46%
PFBT
218
Parkside Financial Bank & Trust
Missouri
$58K – – –
VCM
219
Vigilant Capital Management
Maine
$58K +$58K +2,056 New
FGAM
220
Financial Gravity Asset Management
Texas
$57K -$7.71K -126 -12%
IA
221
IFP Advisors
Florida
$55K – – –
TWM
222
Tradition Wealth Management
Minnesota
$52K – – –
BlackRock
223
BlackRock
New York
$48K -$4.84K -172 -9%
MAM
224
Meeder Asset Management
Ohio
$48K – – –
IRC
225
Investors Research Corp
Georgia
$48K +$8.25K +292 +21%
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