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Schwab Intermediately-Term US Treasury ETF
SCHR

Overview Fund Activity

293 hedge funds and large institutions have $2.82B invested in Schwab Intermediately-Term US Treasury ETF in 2020 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 113 increasing their positions, 81 reducing their positions, and 20 closing their positions.

Holders
293
Holders Change
+32
Holders Change %
+12.26%
% of All Funds
5.2%
Holding in Top 10
23
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+35.29%
% of All Funds
0.41%
New
54
Increased
113
Reduced
81
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$701M
2
I2I
2
Insight 2811 Inc
Illinois
$47M
3
WAM
3
WNY Asset Management
New York
$26.2M
4
Creative Planning
4
Creative Planning
Kansas
$24.1M
5
Wells Fargo
5
Wells Fargo
California
$45.8M

Top Sellers

1
TI
1
Tidal Investments
Wisconsin
$0
2
Ameriprise
2
Ameriprise
Minnesota
$83.9M
3
YAL
3
Your Advocates Ltd
Texas
$16.9M
4
Jane Street
4
Jane Street
New York
$665K
5
TI
5
tru Independence
Oregon
$0
Name Market Value Shares Shares
Change 		Shares
Change %
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$701M 12,043,884 +10,988,555 +1,041%
CSIA
2
Charles Schwab Investment Advisory
California
$657M 11,287,519 +229,863 +2%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$227M 3,893,001 +267,818 +7%
Stifel Financial
4
Stifel Financial
Missouri
$134M 2,307,424 +309,124 +15%
State Street
5
State Street
Massachusetts
$84.4M 1,450,000 – –
Ameriprise
6
Ameriprise
Minnesota
$83.9M 1,448,347 -855,310 -37%
BWM
7
BerganKDV Wealth Management
Minnesota
$51.1M 878,389 +69,102 +9%
I2I
8
Insight 2811 Inc
Illinois
$47M 807,846 +807,846 New
Wells Fargo
9
Wells Fargo
California
$45.8M 786,776 +309,714 +65%
Financial Engines Advisors
10
Financial Engines Advisors
California
$35.3M 606,240 +84,085 +16%
Wealth Enhancement Advisory Services
11
Wealth Enhancement Advisory Services
Minnesota
$31.6M 546,776 +29,480 +6%
WAM
12
WNY Asset Management
New York
$26.2M 449,186 +449,186 New
Creative Planning
13
Creative Planning
Kansas
$24.1M 413,168 +404,935 +4,918%
SFA
14
Sequoia Financial Advisors
Ohio
$23.3M 400,235 -4,531 -1%
AWE
15
Avidian Wealth Enterprises
Texas
$23.1M 397,564 +142,032 +56%
5L
16
55I LLC
Massachusetts
$21.7M 373,440 +44,952 +14%
HA
17
HC Advisors
Georgia
$21M 361,486 -13,110 -3%
MIM
18
Morningstar Investment Management
Illinois
$18.8M 322,597 -32,079 -9%
Franklin Resources
19
Franklin Resources
California
$18.1M 311,492 +31,564 +11%
QAM
20
QCI Asset Management
New York
$17.8M 305,814 +20,565 +7%
YAL
21
Your Advocates Ltd
Texas
$16.9M 290,480 -208,563 -42%
Morgan Stanley
22
Morgan Stanley
New York
$15.6M 267,655 -10,275 -4%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$13.8M 237,056 +32,461 +16%
FM
24
Foster & Motley
Ohio
$13.1M 224,695 +34,060 +18%
RA
25
Reby Advisors
Connecticut
$13M 224,133 +224,133 New
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