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Schwab Intermediately-Term US Treasury ETF
SCHR

Overview Fund Activity

390 hedge funds and large institutions have $6.85B invested in Schwab Intermediately-Term US Treasury ETF in 2023 Q4 according to their latest regulatory filings, with 71 funds opening new positions, 139 increasing their positions, 123 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
390
Holders Change
+22
Holders Change %
+5.98%
% of All Funds
5.72%
Holding in Top 10
28
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+27.27%
% of All Funds
0.41%
New
71
Increased
139
Reduced
123
Closed
46
Calls
$164K
Puts
$154K
Net Calls
+$10K
Net Calls Change
-$96K

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
+$111M
2
PSP
Pacific Sage Partners
Washington
+$61.3M
3
BB
Busey Bank
Illinois
+$32.1M
4
TNA
True North Advisors
Texas
+$26.8M
5
CA
Crane Advisory
California
+$22.8M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$190M
2
AssetMark Inc
AssetMark Inc
California
-$30.7M
3
Bank of America
Bank of America
North Carolina
-$21M
4
TI
Tidal Investments
Wisconsin
-$10.4M
5
Jane Street
Jane Street
New York
-$9.55M
Name Holding Trade Value Shares
Change 		Shares
Change %
Prudential Financial
226
Prudential Financial
New Jersey
$449K +$173K +6,974 +63%
LAIC
227
Lederer & Associates Investment Counsel
California
$441K -$64.8K -2,606 -13%
WPA
228
West Paces Advisors
Georgia
$441K +$441K +17,730 New
WP
229
WealthSource Partners
California
$439K +$439K +17,642 New
WAM
230
Worth Asset Management
Texas
$438K +$48.3K +1,942 +12%
FA
231
FC Advisory
Pennsylvania
$437K +$3.78K +152 +0.9%
Betterment LLC
232
Betterment LLC
New York
$429K +$112K +4,518 +36%
TWM
233
TSA Wealth Management
Texas
$422K +$422K +16,994 New
PNC Financial Services Group
234
PNC Financial Services Group
Pennsylvania
$422K +$298 +12 +0.1%
JFGLC
235
Johnson Financial Group LLC (Colorado)
Colorado
$419K +$2.19K +88 +0.5%
JFG
236
JMG Financial Group
Illinois
$414K -$222K -8,916 -35%
LIM
237
Leavell Investment Management
Alabama
$409K – – –
GVAG
238
Great Valley Advisor Group
Delaware
$405K -$110K -4,430 -21%
Fisher Asset Management
239
Fisher Asset Management
Washington
$392K -$18.4K -740 -4%
KPWS
240
Kestra Private Wealth Services
Texas
$391K +$127K +5,090 +48%
BCWM
241
Bartlett & Co Wealth Management
Ohio
$382K +$203K +8,138 +113%
BC
242
Bartlett & Co
Ohio
$382K +$202K +8,138 +113%
SAG
243
SageView Advisory Group
California
$379K -$231K -9,636 Closed
MC
244
Moors & Cabot
Massachusetts
$374K +$374K +15,038 New
AAS
245
Avantax Advisory Services
Texas
$371K +$371K +14,932 New
HAS
246
HBW Advisory Services
California
$363K +$62.3K +2,506 +21%
SAMC
247
Spectrum Asset Management (California)
California
$347K -$32.3K -1,300 -9%
SC
248
Savant Capital
Illinois
$345K +$11.9K +480 +4%
FLPIM
249
F.L. Putnam Investment Management
Massachusetts
$336K -$209K -8,390 -38%
FIC
250
Family Investment Center
Missouri
$336K +$3.88K +156 +1%
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