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Schwab Intermediately-Term US Treasury ETF
SCHR

Overview Fund Activity

357 hedge funds and large institutions have $6.65B invested in Schwab Intermediately-Term US Treasury ETF in 2022 Q4 according to their latest regulatory filings, with 72 funds opening new positions, 100 increasing their positions, 140 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
357
Holders Change
+27
Holders Change %
+8.18%
% of All Funds
5.76%
Holding in Top 10
28
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+7.69%
% of All Funds
0.45%
New
72
Increased
100
Reduced
140
Closed
41
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$105M
2
Ameriprise
2
Ameriprise
Minnesota
$115M
3
Morgan Stanley
3
Morgan Stanley
New York
$35.7M
4
GP
4
Greenline Partners
New York
$18.2M
5
KL
5
KilterHowling LLC
Colorado
$14.4M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$502M
2
CSIA
2
Charles Schwab Investment Advisory
California
$3.78B
3
FTUS
3
Flow Traders U.S.
New York
$889K
4
MAM
4
Madison Asset Management
Wisconsin
$40.4M
5
Charles Schwab
5
Charles Schwab
California
$28.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
FW
226
FirstPurpose Wealth
Utah
$277K -$122K -4,942 -31%
WI
227
Wintrust Investments
Illinois
$270K +$270K +10,966 New
ULWM
228
Upper Left Wealth Management
Florida
$269K -$24.4K -990 -8%
JFGLC
229
Johnson Financial Group LLC (Colorado)
Colorado
$265K -$41.1K -1,668 -13%
SFA
230
Seneca Financial Advisors
New York
$261K -$414K -16,824 -61%
UCFA
231
United Capital Financial Advisors
Texas
$260K -$35.9K -1,458 -12%
BCM
232
Brookstone Capital Management
Illinois
$255K +$3.45K +138 +1%
KF
233
Krilogy Financial
Missouri
$252K -$3.05K -124 -1%
ES
234
ETF Store
Kansas
$245K – – –
TWM
235
TriaGen Wealth Management
California
$244K +$244K +9,910 New
ACM
236
Absolute Capital Management
Pennsylvania
$243K +$243K +9,890 New
BPA
237
Beacon Pointe Advisors
California
$243K -$837 -34 -0.3%
EW
238
Evoke Wealth
California
$240K +$240K +9,770 New
FFG
239
Ford Financial Group
California
$238K -$1.72K -70 -0.7%
FPWM
240
FSB Premier Wealth Management
Iowa
$236K -$22.4K -912 -9%
FMTC
241
Farmers & Merchants Trust Company
California
$230K +$27.3K +1,108 +13%
CMP
242
Courage Miller Partners
Virginia
$230K +$28.7K +1,166 +14%
AA
243
AlphaQ Advisors
Florida
$230K +$230K +9,336 New
LIA
244
LBMC Investment Advisors
Tennessee
$229K +$16.5K +670 +8%
LEFP
245
Leading Edge Financial Planning
Tennessee
$229K +$229K +9,290 New
FHA
246
Flagship Harbor Advisors
Massachusetts
$224K +$224K +9,102 New
I2I
247
Insight 2811 Inc
Illinois
$216K -$35.7K -1,452 -14%
BWM
248
BCS Wealth Management
Tennessee
$214K -$3.2K -130 -1%
GCA
249
Genesee Capital Advisors
New York
$213K +$443 +18 +0.2%
KAS
250
Kestra Advisory Services
Texas
$212K -$86.9K -3,532 -29%
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