SCHR icon

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 %
CTC
276
Central Trust Company
Missouri
$14K +$14K +562 New
PA
277
Parallel Advisors
California
$13K – – –
BHWM
278
Beaird Harris Wealth Management
Texas
$13K – – –
CIA
279
Cascade Investment Advisors
Oregon
$12.9K -$5.16K -200 -29%
FFA
280
Fairfield Financial Advisors
Massachusetts
$12.8K +$12.8K +498 New
BA
281
Ballast Advisors
Minnesota
$12K +$2.18K +88 +22%
GI
282
Gradient Investments
Minnesota
$11K -$972 -38 -8%
VWM
283
Valley Wealth Managers
New Jersey
$11K +$11K +442 New
AP
284
Arlington Partners
Alabama
$8K -$12.6K -474 -61%
FRA
285
Front Row Advisors
California
$8K – – –
AA
286
Ancora Advisors
Ohio
$8K +$6.14K +238 +331%
S
287
SignatureFD
Georgia
$8K +$8K +300 New
TPCW
288
TD Private Client Wealth
New York
$7.33K -$206 -8 -3%
TRCT
289
Tower Research Capital (TRC)
New York
$6K +$4.44K +170 +283%
HFS
290
Hantz Financial Services
Michigan
$5K -$5.11K -190 -51%
PP
291
Pacifica Partners
Canada
$5K – – –
PFGIA
292
Patriot Financial Group Insurance Agency
Massachusetts
$5K – – –
Bank of Montreal
293
Bank of Montreal
Ontario, Canada
$4.8K -$434 -16,996 -8%
EBA
294
Eagle Bay Advisors
New York
$4.43K – – –
CPFP
295
Clear Perspectives Financial Planning
Ohio
$4K -$9.5K -380 -70%
TFGT
296
TS Financial Group (TSFG)
Illinois
$3K – – –
CFN
297
Cordasco Financial Network
Florida
$3K – – –
MSFP
298
Mark Sheptoff Financial Planning
Connecticut
$3K – – –
KFI
299
Key Financial Inc
Pennsylvania
$3K – – –
FMP
300
Financial Management Professionals
Texas
$3K +$2.39K +86 +391%
10 11
12
13 14