SCHR icon

Schwab Intermediately-Term US Treasury ETF
SCHR

Overview Fund Activity

320 hedge funds and large institutions have $6.32B invested in Schwab Intermediately-Term US Treasury ETF in 2022 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 107 increasing their positions, 121 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
320
Holders Change
+2
Holders Change %
+0.63%
% of All Funds
5.41%
Holding in Top 10
24
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+20%
% of All Funds
0.41%
New
43
Increased
107
Reduced
121
Closed
38
Calls
$382K
Puts
–
Net Calls
+$382K
Net Calls Change
+$382K

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
$3.84B
2
Jane Street
Jane Street
New York
$112M
3
Ameriprise
Ameriprise
Minnesota
$94.6M
4
CWA
Cornerstone Wealth Advisors
Minnesota
$27M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$300M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$540M
2
MIM
Morningstar Investment Management
Illinois
$32.2M
3
5L
55I LLC
Massachusetts
$0
4
VA
Verdad Advisers
Massachusetts
$0
5
AssetMark Inc
AssetMark Inc
California
$9.72M
Name Holding Trade Value Shares
Change 		Shares
Change %
MG
226
MilWealth Group
Wisconsin
$199K -$598K -23,190 -75%
SC
227
Sierra Capital
Florida
$199K +$199K +7,716 New
LFG
228
Larson Financial Group
Missouri
$193K +$21.6K +840 +13%
RWA
229
RGT Wealth Advisors
Texas
$185K +$673 +26 +0.4%
GRP
230
Global Retirement Partners
California
$174K +$5.16K +200 +3%
CIAS
231
Capital Investment Advisory Services
North Carolina
$140K -$3.76K -146 -3%
GM
232
GeoWealth Management
Illinois
$137K +$8.31K +322 +6%
AIC
233
Archer Investment Corporation
Indiana
$133K – – –
Jones Financial Companies
234
Jones Financial Companies
Missouri
$119K +$70.2K +2,720 +144%
HR
235
Howe & Rusling
New York
$116K – – –
GP
236
Greenline Partners
New York
$114K -$10.8K -416 -9%
TCWM
237
Total Clarity Wealth Management
Illinois
$114K +$114K +4,404 New
VCM
238
Versant Capital Management
Arizona
$112K – – –
SL
239
Savior LLC
Massachusetts
$98K +$77.3K +3,002 +372%
AF
240
Advisornet Financial
Minnesota
$83K -$3.32K -128 -4%
HNB
241
Huntington National Bank
Ohio
$82K -$209K – –
GIA
242
GHP Investment Advisors
Colorado
$77K +$77K +2,984 New
William Blair & Company
243
William Blair & Company
Illinois
$73K -$20.1K -784 -22%
HI
244
Harbour Investments
Wisconsin
$73K +$73K +2,822 New
JFGIW
245
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$71K -$78.8K -3,060 -53%
IA
246
IFP Advisors
Florida
$64K – – –
PFS
247
Prospera Financial Services
Texas
$55K -$86.7K -3,354 -61%
PFBT
248
Parkside Financial Bank & Trust
Missouri
$53K – – –
TWM
249
Tradition Wealth Management
Minnesota
$47K – – –
BCWM
250
Bartlett & Co Wealth Management
Ohio
$42K – – –
8 9
10
11 12