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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.

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
1
Ameriprise
Minnesota
$71.5M
2
MAM
2
Madison Asset Management
Wisconsin
$47.8M
3
Jane Street
3
Jane Street
New York
$35.1M
4
Charles Schwab
4
Charles Schwab
California
$14.7M
5
YAL
5
Your Advocates Ltd
Texas
$34.6M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$169M
2
CSIA
2
Charles Schwab Investment Advisory
California
$653M
3
CPFP
3
Clear Perspectives Financial Planning
Ohio
$68K
4
WAM
4
WNY Asset Management
New York
$4.67M
5
MWA
5
MFA Wealth Advisors
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$653M 11,489,608 -154,686 -1%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$250M 4,391,699 +86,690 +2%
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$169M 2,970,476 -11,093,043 -79%
Stifel Financial
4
Stifel Financial
Missouri
$148M 2,601,787 +145,495 +6%
State Street
5
State Street
Massachusetts
$82.5M 1,450,000 – –
Ameriprise
6
Ameriprise
Minnesota
$71.5M 1,256,976 +530,910 +73%
BWM
7
BerganKDV Wealth Management
Minnesota
$64M 1,125,756 +86,506 +8%
Wells Fargo
8
Wells Fargo
California
$50.5M 887,923 -1,123 -0.1%
MAM
9
Madison Asset Management
Wisconsin
$47.8M 840,922 +451,961 +116%
I2I
10
Insight 2811 Inc
Illinois
$45.5M 800,036 -15,236 -2%
Financial Engines Advisors
11
Financial Engines Advisors
California
$39.6M 696,332 -1,641 -0.2%
Wealth Enhancement Advisory Services
12
Wealth Enhancement Advisory Services
Minnesota
$35.8M 625,171 +37,693 +6%
Jane Street
13
Jane Street
New York
$35.1M 617,068 +289,091 +88%
YAL
14
Your Advocates Ltd
Texas
$34.6M 608,920 +188,758 +45%
5L
15
55I LLC
Massachusetts
$27.5M 484,118 +58,472 +14%
MIM
16
Morningstar Investment Management
Illinois
$26.4M 463,718 +96,774 +26%
SFA
17
Sequoia Financial Advisors
Ohio
$24.7M 435,059 +15,035 +4%
AWE
18
Avidian Wealth Enterprises
Texas
$23.8M 418,696 -3,198 -0.8%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$21.8M 383,635 +33,810 +10%
HA
20
HC Advisors
Georgia
$21.1M 370,232 +6,267 +2%
Creative Planning
21
Creative Planning
Kansas
$20M 351,883 -32,661 -8%
QAM
22
QCI Asset Management
New York
$19.9M 349,157 +16,673 +5%
FM
23
Foster & Motley
Ohio
$18.9M 332,531 +45,891 +16%
MIS
24
Morningstar Investment Services
Illinois
$16.3M 287,016 +71,302 +33%
Morgan Stanley
25
Morgan Stanley
New York
$15.4M 271,598 +51,298 +23%
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