SCHR icon

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
$3.95B
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
$91.3M
2
AssetMark Inc
AssetMark Inc
California
$0
3
Bank of America
Bank of America
North Carolina
$25.6M
4
TI
Tidal Investments
Wisconsin
$0
5
Jane Street
Jane Street
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
LIA
276
LBMC Investment Advisors
Tennessee
$232K – – –
CIA
277
Concurrent Investment Advisors
Florida
$229K +$229K +9,216 New
RA
278
RFG Advisory
Alabama
$227K +$227K +9,116 New
TWA
279
TCI Wealth Advisors
Arizona
$226K -$2.29K -92 -1%
AA
280
AlphaQ Advisors
Florida
$226K +$10.7K +430 +5%
FPAS
281
Focus Partners Advisor Solutions
Missouri
$224K -$430K -17,288 -66%
ACG
282
Allen Capital Group
Nebraska
$222K -$77.7K -3,126 -26%
BWM
283
BCS Wealth Management
Tennessee
$221K +$1.94K +78 +0.9%
SPC
284
Sigma Planning Corp
Michigan
$221K -$447K -17,992 -67%
SWA
285
SFMG Wealth Advisors
Texas
$207K +$207K +8,336 New
NWM
286
Northwest Wealth Management
Iowa
$206K +$206K +8,274 New
AWC
287
Adamsbrown Wealth Consultants
Kansas
$206K -$84.5K -3,400 -29%
TW
288
TrinityPoint Wealth
Connecticut
$206K -$31.2K -1,254 -13%
AIM
289
Acropolis Investment Management
Missouri
$202K +$35.8K +1,440 +22%
UB
290
UMB Bank
Missouri
$190K – – –
GRP
291
Global Retirement Partners
California
$182K -$18.3K -740 -9%
CHA
292
Carmichael Hill & Associates
Maryland
$173K – – –
HGERS
293
Householder Group Estate & Retirement Specialist
Arizona
$173K – – –
HCP
294
Hexagon Capital Partners
Arkansas
$163K +$110K +4,412 +206%
FAM
295
Family Asset Management
South Carolina
$157K +$119K +4,774 +308%
CJ
296
Caitlin John
Michigan
$155K +$155K +6,224 New
OP
297
ORG Partners
Indiana
$151K -$320K -12,888 -68%
ASN
298
Advisory Services Network
Georgia
$139K +$139K +5,600 New
NS
299
NBC Securities
Alabama
$138K -$13.2K -530 -9%
NB
300
NBT Bank
New York
$133K +$133K +5,348 New
10 11
12
13 14