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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 %
I2I
251
Insight 2811 Inc
Illinois
$221K – – –
AWM
252
Atticus Wealth Management
Florida
$221K +$221K +8,758 New
CWP
253
Concord Wealth Partners
Virginia
$219K -$366K -14,508 -63%
GCA
254
Genesee Capital Advisors
New York
$219K +$252 +10 +0.1%
ICG
255
InterOcean Capital Group
Tennessee
$218K +$218K +8,646 New
SPC
256
Sigma Planning Corp
Michigan
$218K +$2.22K +88 +1%
UCFA
257
United Capital Financial Advisors
Texas
$215K -$51.4K -2,040 -19%
SWA
258
SFMG Wealth Advisors
Texas
$208K -$403 -16 -0.2%
DWM
259
Destination Wealth Management
California
$206K +$206K +8,164 New
SPW
260
Sonoma Private Wealth
California
$204K +$204K +8,092 New
Betterment LLC
261
Betterment LLC
New York
$202K +$202K +8,008 New
FMTC
262
Farmers & Merchants Trust Company
California
$200K -$36.1K -1,430 -15%
BAM
263
Belpointe Asset Management
Nevada
$197K -$268K -10,634 -58%
HGERS
264
Householder Group Estate & Retirement Specialist
Arizona
$184K +$184K +7,284 New
IGWM
265
ICA Group Wealth Management
Colorado
$181K -$476K -18,872 -72%
HNB
266
Huntington National Bank
Ohio
$178K -$104K – –
CHA
267
Carmichael Hill & Associates
Maryland
$176K – – –
FCA
268
Fortis Capital Advisors
Kansas
$175K -$266K -10,564 -60%
Carson Wealth (CWM LLC)
269
Carson Wealth (CWM LLC)
Nebraska
$173K +$23.4K +926 +16%
ASN
270
Advisory Services Network
Georgia
$172K +$9.28K +368 +6%
MA
271
MCF Advisors
Kentucky
$168K – – –
CFD
272
Creative Financial Designs
Indiana
$156K -$51K -2,022 -25%
BTI
273
Blue Trust Inc
Georgia
$153K +$153K +6,218 New
AIC
274
Archer Investment Corporation
Indiana
$130K – – –
LFG
275
Larson Financial Group
Missouri
$122K -$71.4K -2,832 -37%
9 10
11
12 13