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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.

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
1
Charles Schwab Investment Advisory
California
$2.66B
2
Ameriprise
2
Ameriprise
Minnesota
$80.7M
3
MAM
3
Madison Asset Management
Wisconsin
$30.2M
4
SW
4
SteelPeak Wealth
California
$13M
5
Jane Street
5
Jane Street
New York
$11.3M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$818K
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$158M
3
FTIOP
3
Fiduciary Trust International of Pennsylvania
Pennsylvania
$0
4
WP
4
WealthSource Partners
California
$1.94M
5
IA
5
IndexIQ Advisors
New York
$1.85M
Name Market Value Shares Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$2.66B 48,463,330 +2,051,419 +4%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$158M 2,884,392 -350,106 -11%
Stifel Financial
3
Stifel Financial
Missouri
$99.7M 1,822,699 +67,103 +4%
Ameriprise
4
Ameriprise
Minnesota
$80.7M 1,469,732 +783,400 +114%
State Street
5
State Street
Massachusetts
$79.6M 1,450,000 – –
Wealth Enhancement Advisory Services
6
Wealth Enhancement Advisory Services
Minnesota
$45.5M 828,809 +98,793 +14%
MIM
7
Morningstar Investment Management
Illinois
$45.5M 827,430 +129,286 +19%
BWM
8
BerganKDV Wealth Management
Minnesota
$40.7M 740,182 -4,877 -0.7%
MAM
9
Madison Asset Management
Wisconsin
$30.2M 549,623 +549,623 New
SFA
10
Sequoia Financial Advisors
Ohio
$20.9M 380,564 +45,666 +14%
Wells Fargo
11
Wells Fargo
California
$18.8M 341,715 +10,040 +3%
NCM
12
Northwest Capital Management
Oregon
$15.1M 275,282 +49,704 +22%
SW
13
SteelPeak Wealth
California
$13M 237,077 +237,077 New
RRC
14
Relaxing Retirement Coach
Massachusetts
$12.4M 225,573 +7,063 +3%
CCP
15
Cardan Capital Partners
Colorado
$12.2M 222,513 +9,506 +4%
FM
16
Foster & Motley
Ohio
$11.6M 210,262 +83,666 +66%
Jane Street
17
Jane Street
New York
$11.3M 205,356 +166,864 +434%
BSB
18
Bangor Savings Bank
Maine
$11M 199,761 +15,083 +8%
CST
19
Charles Schwab Trust
Nevada
$10.7M 194,350 -7,706 -4%
Financial Engines Advisors
20
Financial Engines Advisors
California
$10.3M 187,927 +18,872 +11%
5L
21
55I LLC
Massachusetts
$9.84M 179,206 +19,524 +12%
BWI
22
Beacon Wealthcare Inc
North Carolina
$9.56M 173,759 -4,953 -3%
FC
23
Financial Consulate
Maryland
$8.96M 163,051 +13,845 +9%
BSW
24
Buckingham Strategic Wealth
Missouri
$8.9M 162,097 +10,591 +7%
YAL
25
Your Advocates Ltd
Texas
$8.19M 149,153 +149,153 New
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