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Schwab Intermediately-Term US Treasury ETF
SCHR

Overview Fund Activity

314 hedge funds and large institutions have $2.52B invested in Schwab Intermediately-Term US Treasury ETF in 2021 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 112 increasing their positions, 95 reducing their positions, and 34 closing their positions.

Holders
314
Holders Change
+18
Holders Change %
+6.08%
% of All Funds
4.85%
Holding in Top 10
19
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+18.75%
% of All Funds
0.29%
New
57
Increased
112
Reduced
95
Closed
34
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MIM
1
Morningstar Investment Management
Illinois
$70.5M
2
CSIA
2
Charles Schwab Investment Advisory
California
$718M
3
Jane Street
3
Jane Street
New York
$35.8M
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$22M
5
SFA
5
Sequoia Financial Advisors
Ohio
$24.1M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$136M
2
Wells Fargo
2
Wells Fargo
California
$5.7M
3
I2I
3
Insight 2811 Inc
Illinois
$1.36M
4
TCM
4
Tradewinds Capital Management
Washington
$45K
5
Qube Research & Technologies (QRT)
5
Qube Research & Technologies (QRT)
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$718M +$42M +1,496,196 +6%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$277M +$12.7M +453,076 +5%
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$136M -$516M -18,383,588 -79%
Stifel Financial
4
Stifel Financial
Missouri
$87.1M +$4.06M +144,538 +5%
State Street
5
State Street
Massachusetts
$81.4M – – –
MIM
6
Morningstar Investment Management
Illinois
$70.5M +$44.5M +1,584,004 +171%
BWM
7
BerganKDV Wealth Management
Minnesota
$61M -$4.28M -152,544 -7%
Ameriprise
8
Ameriprise
Minnesota
$57.2M +$144K +5,140 +0.3%
MAM
9
Madison Asset Management
Wisconsin
$50.6M +$756K +26,938 +2%
YAL
10
Your Advocates Ltd
Texas
$42.3M +$6.05M +215,592 +17%
Allspring Global Investments
11
Allspring Global Investments
North Carolina
$40.5M +$40.5M +1,444,074 New
Wealth Enhancement Advisory Services
12
Wealth Enhancement Advisory Services
Minnesota
$38.5M +$1.59M +57,670 +4%
Financial Engines Advisors
13
Financial Engines Advisors
California
$37.3M +$689K +24,548 +2%
Jane Street
14
Jane Street
New York
$35.8M +$34.7M +1,235,396 +3,196%
5L
15
55I LLC
Massachusetts
$27.3M -$3.18M -113,256 -10%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$26M +$4.08M +145,220 +19%
FM
17
Foster & Motley
Ohio
$25.2M +$3.21M +114,362 +15%
SFA
18
Sequoia Financial Advisors
Ohio
$24.1M +$16.5M +587,588 +215%
AWE
19
Avidian Wealth Enterprises
Texas
$22.5M -$1.36M -48,598 -6%
Bank of Montreal
20
Bank of Montreal
Ontario, Canada
$22M +$16.8M +596,498 +317%
IA
21
IndexIQ Advisors
New York
$22M +$8.37M +298,152 +61%
MIS
22
Morningstar Investment Services
Illinois
$19M +$2M +71,222 +12%
HA
23
HC Advisors
Georgia
$19M -$1.28M -45,468 -6%
Creative Planning
24
Creative Planning
Kansas
$18.2M -$2.91M -103,730 -14%
Charles Schwab
25
Charles Schwab
California
$15.4M +$418K +14,898 +3%
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