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Schwab Intermediately-Term US Treasury ETF
SCHR

Overview Fund Activity

369 hedge funds and large institutions have $6.32B invested in Schwab Intermediately-Term US Treasury ETF in 2023 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 131 increasing their positions, 125 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
369
Holders Change
+12
Holders Change %
+3.36%
% of All Funds
5.91%
Holding in Top 10
26
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-7.14%
% of All Funds
0.42%
New
56
Increased
131
Reduced
125
Closed
37
Calls
$353K
Puts
$1.6M
Net Calls
-$1.25M
Net Calls Change
-$1.25M

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$432M
2
AssetMark Inc
AssetMark Inc
California
$44.1M
3
MIM
Morningstar Investment Management
Illinois
$47.1M
4
TCM
Tradewinds Capital Management
Washington
$13.8M
5
Jane Street
Jane Street
New York
$46.5M

Top Sellers

1
LPL Financial
LPL Financial
California
$15.4M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$242M
3
MAM
Madison Asset Management
Wisconsin
$9.74M
4
YAL
Your Advocates Ltd
Texas
$7.33M
5
KL
KilterHowling LLC
Colorado
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
APC
226
Asset Planning Corporation
Tennessee
$303K -$8.17K -324 -3%
SC
227
Savant Capital
Illinois
$298K +$403 +16 +0.1%
ACG
228
Allen Capital Group
Nebraska
$290K +$290K +11,488 New
JFGLC
229
Johnson Financial Group LLC (Colorado)
Colorado
$287K +$16.4K +650 +6%
CAMV
230
Concord Asset Management (Virginia)
Virginia
$283K +$283K +11,210 New
BCM
231
Brookstone Capital Management
Illinois
$273K +$18K +718 +7%
Millennium Management
232
Millennium Management
New York
$270K +$270K +10,726 New
BWM
233
BCS Wealth Management
Tennessee
$269K +$50.2K +1,994 +23%
RW
234
Rede Wealth
Virginia
$267K -$285K -11,290 -52%
ES
235
ETF Store
Kansas
$265K +$14K +550 +6%
GM
236
GeoWealth Management
Illinois
$258K +$58.6K +2,326 +29%
AWM
237
Axxcess Wealth Management
California
$256K -$28.5K -1,130 -10%
SAG
238
SageView Advisory Group
California
$253K -$446K -17,686 -64%
FPWM
239
FSB Premier Wealth Management
Iowa
$246K +$3.73K +148 +2%
SFA
240
Seneca Financial Advisors
New York
$244K -$22.9K -908 -9%
FHA
241
Flagship Harbor Advisors
Massachusetts
$242K +$12.7K +504 +6%
EAM
242
Empirical Asset Management
Massachusetts
$240K -$1.49M -59,236 -86%
SAMC
243
Spectrum Asset Management (California)
California
$238K -$8.6M -340,872 -97%
CMP
244
Courage Miller Partners
Virginia
$236K – – –
LEFP
245
Leading Edge Financial Planning
Tennessee
$236K +$1.31K +52 +0.6%
AA
246
AlphaQ Advisors
Florida
$235K – – –
WWM
247
Western Wealth Management
Colorado
$235K +$235K +9,334 New
LIA
248
LBMC Investment Advisors
Tennessee
$235K – – –
HR
249
Howe & Rusling
New York
$233K +$173K +6,842 +284%
TW
250
TrinityPoint Wealth
Connecticut
$226K +$17.1K +678 +8%
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