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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
$77M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$495M
3
AssetMark Inc
AssetMark Inc
California
$30.7M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$48.5M
5
Ameriprise
Ameriprise
Minnesota
$171M

Top Sellers

1
TCM
Tradewinds Capital Management
Washington
$51.8K
2
HP
Hilltop Partners
Indiana
$3.26M
3
Charles Schwab
Charles Schwab
California
$14.9M
4
CSIA
Charles Schwab Investment Advisory
California
$3.7B
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$628K
Name Holding Trade Value Shares
Change 		Shares
Change %
TSS
251
Two Sigma Securities
New York
$222K +$222K +9,270 New
LIA
252
LBMC Investment Advisors
Tennessee
$221K – – –
TWA
253
TCI Wealth Advisors
Arizona
$220K +$220K +9,184 New
SG
254
StoneX Group
New York
$217K +$6.76K +282 +3%
HNB
255
Huntington National Bank
Ohio
$215K -$160K – –
WI
256
Wintrust Investments
Illinois
$214K -$151K -6,308 -41%
BWM
257
BCS Wealth Management
Tennessee
$212K +$212K +8,828 New
HF
258
HRT Financial
New York
$212K +$212K +8,852 New
CAMV
259
Concord Asset Management (Virginia)
Virginia
$211K – – –
AA
260
AlphaQ Advisors
Florida
$208K – – –
SB
261
Simmons Bank
Arkansas
$206K +$206K +8,588 New
Empower Advisory Group
262
Empower Advisory Group
Colorado
$204K +$204K +8,506 New
WJA
263
Willis Johnson & Associates
Texas
$200K +$200K +8,360 New
GRP
264
Global Retirement Partners
California
$192K +$15.1K +636 +9%
AWM
265
Atticus Wealth Management
Florida
$187K -$20.5K -856 -10%
WOSD
266
WFA of San Diego
California
$184K -$13K -542 -7%
UB
267
UMB Bank
Missouri
$183K – – –
BCWM
268
Bartlett & Co Wealth Management
Ohio
$173K +$1.44K +60 +0.8%
BC
269
Bartlett & Co
Ohio
$173K +$1.44K +60 +0.8%
EWA
270
EP Wealth Advisors
California
$169K +$169K +7,038 New
HGERS
271
Householder Group Estate & Retirement Specialist
Arizona
$167K +$167K +6,980 New
CHA
272
Carmichael Hill & Associates
Maryland
$167K – – –
US Bancorp
273
US Bancorp
Minnesota
$165K +$129K +5,372 +354%
AIM
274
Acropolis Investment Management
Missouri
$160K -$350K -14,600 -69%
NS
275
NBC Securities
Alabama
$146K +$146K +6,092 New
9 10
11
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