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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 %
LFG
276
Larson Financial Group
Missouri
$136K +$17.9K +748 +15%
AIC
277
Archer Investment Corporation
Indiana
$125K – – –
CFD
278
Creative Financial Designs
Indiana
$109K +$12.5K +520 +13%
RBC
279
Roble Belko & Company
Pennsylvania
$106K +$106K +4,424 New
HI
280
Harbour Investments
Wisconsin
$101K -$2.45K -102 -2%
HR
281
Howe & Rusling
New York
$96.5K +$96.5K +4,024 New
Fidelity Investments
282
Fidelity Investments
Massachusetts
$93.9K +$61.7K +2,574 +192%
JFGIW
283
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$87.2K +$24.5K +1,024 +39%
HDIM
284
Hanson & Doremus Investment Management
Vermont
$76K +$1.06K +44 +1%
MG
285
MilWealth Group
Wisconsin
$70.2K +$2.92K +122 +4%
AAG
286
Armstrong Advisory Group
Massachusetts
$54.8K – – –
SSB
287
Sandy Spring Bank
Maryland
$53.1K – – –
TCM
288
Tradewinds Capital Management
Washington
$51.8K -$12.5M -520,114 -100%
HCP
289
Hexagon Capital Partners
Arkansas
$51.3K +$51.3K +2,140 New
AF
290
Advisornet Financial
Minnesota
$50.6K +$2.01K +84 +4%
FGAM
291
Financial Gravity Asset Management
Texas
$47.2K +$44.8K +1,890 +1,929%
SCA
292
Stonebridge Capital Advisors
Minnesota
$38.2K – – –
FAM
293
Family Asset Management
South Carolina
$37.2K -$24.4K -1,016 -40%
PIP
294
Peachtree Investment Partners
Florida
$33.6K – – –
TAM
295
Townsend Asset Management
North Carolina
$31.6K -$1.44K -60 -4%
CIAS
296
Capital Investment Advisory Services
North Carolina
$30.8K +$48 +2 +0.2%
MA
297
MCF Advisors
Kentucky
$25.5K +$11.5K +478 +82%
JWA
298
JFS Wealth Advisors
Pennsylvania
$24K – – –
AFG
299
Albion Financial Group
Utah
$23.9K – – –
IRC
300
Investors Research Corp
Georgia
$22.5K – – –
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