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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.

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
1
Ameriprise
Minnesota
$155M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$48.7M
3
YAL
3
Your Advocates Ltd
Texas
$37.3M
4
IA
4
IndexIQ Advisors
New York
$17.7M
5
FIG
5
FundX Investment Group
California
$16.2M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$629M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$3.46M
3
Stifel Financial
3
Stifel Financial
Missouri
$85.2M
4
REMPR
4
Roof Eidam Maycock Peralta (REMP)
California
$1.17M
5
BSAM
5
Blue Sky Asset Management
Colorado
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$629M 10,698,241 -32,044,286 -75%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$193M 3,291,225 +257,273 +8%
Ameriprise
3
Ameriprise
Minnesota
$155M 2,639,586 +840,498 +47%
State Street
4
State Street
Massachusetts
$85.2M 1,450,000 – –
Stifel Financial
5
Stifel Financial
Missouri
$85.2M 1,449,108 -386,461 -21%
JPMorgan Chase & Co
6
JPMorgan Chase & Co
New York
$48.7M 828,305 +633,165 +324%
BWM
7
BerganKDV Wealth Management
Minnesota
$40.9M 695,477 +23,846 +4%
YAL
8
Your Advocates Ltd
Texas
$37.3M 635,614 +454,074 +250%
AssetMark Inc
9
AssetMark Inc
California
$36.2M 616,015 +102,971 +20%
Wealth Enhancement Advisory Services
10
Wealth Enhancement Advisory Services
Minnesota
$29.4M 499,799 -129,995 -21%
Wells Fargo
11
Wells Fargo
California
$27.6M 470,400 -34,802 -7%
Financial Engines Advisors
12
Financial Engines Advisors
California
$25.9M 441,230 +239,663 +119%
TCM
13
Tradewinds Capital Management
Washington
$23.9M 407,351 +237,832 +140%
SFA
14
Sequoia Financial Advisors
Ohio
$23.4M 398,452 +12,050 +3%
MIM
15
Morningstar Investment Management
Illinois
$21.9M 372,096 -126,627 -25%
Morgan Stanley
16
Morgan Stanley
New York
$19.9M 338,280 +170,616 +102%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$18.2M 309,294 +273,682 +769%
IA
18
IndexIQ Advisors
New York
$17.7M 300,486 +295,462 +5,881%
5L
19
55I LLC
Massachusetts
$17.3M 293,730 +52,898 +22%
FIG
20
FundX Investment Group
California
$16.2M 275,007 +275,007 New
Franklin Resources
21
Franklin Resources
California
$16.1M 273,617 +273,617 New
QAM
22
QCI Asset Management
New York
$15.7M 267,858 +267,858 New
HA
23
HC Advisors
Georgia
$13M 221,650 +221,650 New
BSB
24
Bangor Savings Bank
Maine
$12.3M 209,923 +7,406 +4%
BSW
25
Buckingham Strategic Wealth
Missouri
$11.7M 198,612 +25,557 +15%
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