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 %
LFG
301
Larson Financial Group
Missouri
$131K -$10.3K -414 -7%
PWMG
302
Private Wealth Management Group
New Jersey
$130K +$130K +5,226 New
AIC
303
Archer Investment Corporation
Indiana
$129K – – –
CFD
304
Creative Financial Designs
Indiana
$120K +$6.76K +272 +6%
US Bancorp
305
US Bancorp
Minnesota
$118K -$53.3K -2,144 -31%
NA
306
NewEdge Advisors
Louisiana
$101K +$97.3K +3,914 +2,330%
HI
307
Harbour Investments
Wisconsin
$100K -$4.28K -172 -4%
HNB
308
Huntington National Bank
Ohio
$90.6K -$215K – –
HDIM
309
Hanson & Doremus Investment Management
Vermont
$89K +$10.2K +408 +13%
NP
310
NorthRock Partners
Minnesota
$84.4K +$84.4K +3,546 New
HR
311
Howe & Rusling
New York
$81.4K -$18.6K -748 -19%
FGAM
312
Financial Gravity Asset Management
Texas
$70.8K +$22.9K +952 +48%
RBC
313
Roble Belko & Company
Pennsylvania
$58K -$52.7K -2,106 -48%
Fidelity Investments
314
Fidelity Investments
Massachusetts
$57.3K -$40.1K -1,612 -41%
SSB
315
Sandy Spring Bank
Maryland
$55K – – –
TCM
316
Tradewinds Capital Management
Washington
$39.5K -$14.2K -570 -26%
SAM
317
Smartleaf Asset Management
Massachusetts
$34.8K +$34.8K +1,400 New
PIP
318
Peachtree Investment Partners
Florida
$34.8K – – –
TAM
319
Townsend Asset Management
North Carolina
$32.8K – – –
SCM
320
SevenOneSeven Capital Management
Pennsylvania
$31.9K +$31.9K +1,298 New
AF
321
Advisornet Financial
Minnesota
$27.6K -$24.9K -1,002 -47%
MA
322
MCF Advisors
Kentucky
$26.5K – – –
JWA
323
JFS Wealth Advisors
Pennsylvania
$24.9K – – –
AFG
324
Albion Financial Group
Utah
$24.7K – – –
GWM
325
Geneos Wealth Management
Colorado
$22.3K +$12.3K +496 +124%
11 12
13
14 15