SCHR icon

Schwab Intermediately-Term US Treasury ETF
SCHR

Overview Fund Activity

368 hedge funds and large institutions have $6.42B invested in Schwab Intermediately-Term US Treasury ETF in 2023 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 160 increasing their positions, 103 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
368
Holders Change
+7
Holders Change %
+1.94%
% of All Funds
5.87%
Holding in Top 10
22
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.35%
New
50
Increased
160
Reduced
103
Closed
40
Calls
$307K
Puts
$201K
Net Calls
+$106K
Net Calls Change
-$303K

Top Buyers

1
Creative Planning
Creative Planning
Kansas
+$59.8M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$30.7M
3
AssetMark Inc
AssetMark Inc
California
+$30.7M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$30.1M
5
Ameriprise
Ameriprise
Minnesota
+$27.9M

Top Sellers

1
TCM
Tradewinds Capital Management
Washington
-$12.5M
2
HP
Hilltop Partners
Indiana
-$11.6M
3
Charles Schwab
Charles Schwab
California
-$11.6M
4
CSIA
Charles Schwab Investment Advisory
California
-$9.29M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$6.91M
Name Holding Trade Value Shares
Change 		Shares
Change %
Betterment LLC
226
Betterment LLC
New York
$305K +$24.5K +1,020 +9%
RI
227
Ridgewood Investments
New Jersey
$301K – – –
WA
228
WBH Advisory
Maryland
$301K -$192K -8,030 -39%
HAS
229
HBW Advisory Services
California
$290K +$290K +12,102 New
ACG
230
Allen Capital Group
Nebraska
$287K -$34.9K -1,468 -11%
APC
231
Asset Planning Corporation
Tennessee
$286K +$1.39K +58 +0.5%
CWP
232
Concord Wealth Partners
Virginia
$281K – – –
AWC
233
Adamsbrown Wealth Consultants
Kansas
$280K -$11.9K -496 -4%
BWL
234
Bogart Wealth LLC
Virginia
$275K – – –
PWM
235
Perigon Wealth Management
California
$267K -$184K -7,666 -41%
Prudential Financial
236
Prudential Financial
New Jersey
$266K +$48.3K +2,016 +22%
FFA
237
Farther Finance Advisors
California
$266K -$4.65K -194 -2%
EWA
238
Exencial Wealth Advisors
Oklahoma
$261K +$261K +10,880 New
LFG
239
Lockerman Financial Group
California
$256K – – –
KPWS
240
Kestra Private Wealth Services
Texas
$255K +$255K +10,652 New
NHT
241
New Hampshire Trust
New Hampshire
$250K +$250K +10,444 New
EAM
242
Evanson Asset Management
California
$250K +$2.3K +96 +0.9%
IC
243
IEQ Capital
California
$248K -$47.6K -1,986 -16%
SIMG
244
Sonora Investment Management Group
Arizona
$243K +$243K +10,122 New
ALWM
245
Andrews Lucia Wealth Management
California
$240K – – –
ZF
246
Zhang Financial
Michigan
$233K -$247K -10,294 -51%
SAG
247
SageView Advisory Group
California
$231K -$15.4K -644 -6%
TW
248
TrinityPoint Wealth
Connecticut
$228K +$7.86K +328 +4%
KC
249
Kades & Cheifetz
Pennsylvania
$224K +$623 +26 +0.3%
FPWM
250
FSB Premier Wealth Management
Iowa
$223K – – –
8 9
10
11 12