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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 %
SAM
301
Strategic Asset Management
Minnesota
$3K +$3K +102 New
RA
302
Rise Advisors
New York
$3K +$3K +104 New
SWA
303
Sutton Wealth Advisors
Florida
$2.94K – – –
NIC
304
Northwest Investment Counselors
Oregon
$2K – – –
WT
305
Washington Trust
Rhode Island
$2K – – –
BAM
306
Bellevue Asset Management
Washington
$2K – – –
CWM
307
Castle Wealth Management
Florida
$2K +$2K +60 New
AIM
308
Anchor Investment Management
South Carolina
$1.34K +$155 +6 +13%
MFC
309
Morris Financial Concepts
South Carolina
$1K – – –
JFA
310
JNBA Financial Advisors
Minnesota
$1K – – –
FWM
311
Focused Wealth Management
New York
$1K – – –
ACA
312
Aptus Capital Advisors
Alabama
$1K – – –
ANBT
313
American National Bank & Trust
Texas
$1K – – –
HCP
314
Hexagon Capital Partners
Arkansas
$1K – – –
TFA
315
Transamerica Financial Advisors
Florida
$1K +$1K +2 New
TAM
316
Tucker Asset Management
Colorado
$774 – – –
GEA
317
Glen Eagle Advisors
New Jersey
$568 – – –
5L
318
55I LLC
Massachusetts
– -$30.4M -1,141,716 Closed
VA
319
Verdad Advisers
Massachusetts
– -$29.3M -1,100,000 Closed
SIM
320
Sterling Investment Management
Arizona
– -$5.6M -210,374 Closed
AHSSHC
321
Adventist Health System Sunbelt Healthcare Corp
Florida
– -$3M -112,600 Closed
BI
322
Berkeley Inc
Idaho
– -$1.67M -62,564 Closed
WCM
323
Wealthcare Capital Management
Virginia
– -$1.43M -53,706 Closed
Northern Trust
324
Northern Trust
Illinois
– -$9K -36,656 Closed
AIP
325
Almanack Investment Partners
Pennsylvania
– -$971K -36,474 Closed
11 12
13
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