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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 %
GSWM
251
Greenup Street Wealth Management
Michigan
$330K +$330K +13,280 New
SG
252
StoneX Group
New York
$324K +$99K +3,984 +44%
ACM
253
Absolute Capital Management
Pennsylvania
$320K -$277K -11,160 -46%
WFA
254
Wade Financial Advisory
California
$313K +$313K +12,588 New
RI
255
Ridgewood Investments
New Jersey
$312K – – –
PCIA
256
Prime Capital Investment Advisors
Kansas
$293K +$293K +11,804 New
CWP
257
Concord Wealth Partners
Virginia
$291K -$646 -26 -0.2%
WTA
258
Washington Trust Advisors
Massachusetts
$286K +$286K +11,508 New
CAMV
259
Concord Asset Management (Virginia)
Virginia
$284K +$64.8K +2,608 +30%
HT
260
Headlands Technologies
Illinois
$282K +$277K +11,148 +6,193%
MA
261
Mutual Advisors
Nebraska
$274K +$274K +11,026 New
SAI
262
Savvy Advisors Inc
New York
$266K +$266K +10,706 New
EAM
263
Evanson Asset Management
California
$261K +$2.64K +106 +1%
APC
264
Asset Planning Corporation
Tennessee
$260K -$36.3K -1,462 -12%
CA
265
Claro Advisors
Massachusetts
$259K +$259K +10,416 New
AC
266
Apella Capital
Connecticut
$259K -$103K -4,148 -28%
BA
267
Bristlecone Advisors
Washington
$259K +$259K +10,400 New
Empower Advisory Group
268
Empower Advisory Group
Colorado
$251K +$39.4K +1,586 +19%
FFA
269
Farther Finance Advisors
California
$250K -$25.6K -1,030 -9%
ALWM
270
Andrews Lucia Wealth Management
California
$249K – – –
SPW
271
Sonoma Private Wealth
California
$247K +$247K +9,930 New
I
272
INVST
Indiana
$236K +$236K +9,592 New
AA
273
Alesco Advisors
New York
$234K -$497K -20,000 -68%
NHT
274
New Hampshire Trust
New Hampshire
$233K -$27.1K -1,090 -10%
IAIM
275
International Assets Investment Management
Florida
$232K +$232K +9,330 New
9 10
11
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