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Schwab Intermediately-Term US Treasury ETF
SCHR

Overview Fund Activity

369 hedge funds and large institutions have $6.32B invested in Schwab Intermediately-Term US Treasury ETF in 2023 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 131 increasing their positions, 125 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
369
Holders Change
+12
Holders Change %
+3.36%
% of All Funds
5.91%
Holding in Top 10
26
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-7.14%
% of All Funds
0.42%
New
56
Increased
131
Reduced
125
Closed
37
Calls
$353K
Puts
$1.6M
Net Calls
-$1.25M
Net Calls Change
-$1.25M

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$432M
2
AssetMark Inc
AssetMark Inc
California
$44.1M
3
MIM
Morningstar Investment Management
Illinois
$47.1M
4
TCM
Tradewinds Capital Management
Washington
$13.8M
5
Jane Street
Jane Street
New York
$46.5M

Top Sellers

1
LPL Financial
LPL Financial
California
$15.4M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$242M
3
MAM
Madison Asset Management
Wisconsin
$9.74M
4
YAL
Your Advocates Ltd
Texas
$7.33M
5
KL
KilterHowling LLC
Colorado
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FGAM
301
Financial Gravity Asset Management
Texas
$25.7K +$515 +2 +2%
AFG
302
Albion Financial Group
Utah
$25.1K – – –
IRC
303
Investors Research Corp
Georgia
$23.7K +$908 +36 +4%
BCMIO
304
Beacon Capital Management Inc (Ohio)
Ohio
$20K +$20K +794 New
SL
305
Savior LLC
Massachusetts
$18.2K – – –
CSPIA
306
Cary Street Partners Investment Advisory
Virginia
$18K – – –
MCA
307
Maryland Capital Advisors
Maryland
$17.3K – – –
IHWM
308
Iron Horse Wealth Management
Iowa
$17.3K +$17.3K +688 New
SPIA
309
Steward Partners Investment Advisory
New York
$15K -$101 -4 -0.7%
PTC
310
Private Trust Company
Ohio
$14.2K -$661K -26,210 -98%
CP
311
Castleview Partners
Texas
$13K +$101 +4 +0.8%
CIA
312
Cascade Investment Advisors
Oregon
$12.6K +$12.6K +500 New
NA
313
NewEdge Advisors
Louisiana
$12.5K -$12K -476 -49%
TWA
314
TCI Wealth Advisors
Arizona
$12.4K – – –
MA
315
Montag & Associates
Georgia
$12.3K +$50 +2 +0.4%
VWM
316
Valley Wealth Managers
New Jersey
$11.1K – – –
GI
317
Gradient Investments
Minnesota
$10.8K -$5.14K -204 -32%
GWM
318
Geneos Wealth Management
Colorado
$10.1K – – –
POIA
319
Pin Oak Investment Advisors
Texas
$10K – – –
BA
320
Ballast Advisors
Minnesota
$9.99K – – –
HIA
321
Harbor Investment Advisory
Maryland
$9.88K +$9.88K +392 New
Fidelity Investments
322
Fidelity Investments
Massachusetts
$8.3K -$51.3K -2,028 -86%
FRA
323
Front Row Advisors
California
$8K – – –
VCM
324
Versant Capital Management
Arizona
$7.52K – – –
TRCT
325
Tower Research Capital (TRC)
New York
$7K +$54 +2 +0.8%
11 12
13
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