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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 %
BlackRock
251
BlackRock
New York
$42K -$2.05K -80 -5%
BC
252
Bartlett & Co
Ohio
$42K – – –
WAM
253
Worth Asset Management
Texas
$40K – – –
PIP
254
Peachtree Investment Partners
Florida
$36K – – –
Barclays
255
Barclays
United Kingdom
$35K +$35K +1,366 New
SCA
256
Stonebridge Capital Advisors
Minnesota
$34K – – –
TAM
257
Townsend Asset Management
North Carolina
$33K +$33K +1,294 New
NG
258
NWK Group
California
$32K – – –
Rockefeller Capital Management
259
Rockefeller Capital Management
New York
$30K -$16.5K -662 -35%
Fidelity Investments
260
Fidelity Investments
Massachusetts
$27K -$134K -5,286 -83%
AFG
261
Albion Financial Group
Utah
$26K – – –
Citigroup
262
Citigroup
New York
$25K +$22.2K +856 +793%
FGAM
263
Financial Gravity Asset Management
Texas
$23.7K -$455 -34 -2%
IRC
264
Investors Research Corp
Georgia
$23K -$22.1K -868 -49%
FWP
265
FAS Wealth Partners
Kansas
$23K -$102 -4 -0.4%
CHA
266
Carmichael Hill & Associates
Maryland
$23K – – –
CDIA
267
Capital Directions Investment Advisors
Georgia
$22K -$10.2K -400 -32%
OIA
268
Optimum Investment Advisors
Illinois
$21K – – –
MPWT
269
MassMutual Private Wealth & Trust
Connecticut
$19K -$21.3K -840 -53%
LSA
270
Lansing Street Advisors
Pennsylvania
$19K +$51 +2 +0.3%
MCA
271
Maryland Capital Advisors
Maryland
$18K -$91.7K -3,506 -84%
SPIA
272
Steward Partners Investment Advisory
New York
$18K +$9.63K +380 +115%
Carson Wealth (CWM LLC)
273
Carson Wealth (CWM LLC)
Nebraska
$17K +$5.13K +198 +43%
GWM
274
Geneos Wealth Management
Colorado
$16K -$6.58K -268 -29%
CA
275
CoreCap Advisors
Michigan
$16K +$16K +616 New
9 10
11
12 13