SCHR icon

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 %
FT
326
Fiduciary Trust
Massachusetts
– -$859K -32,284 Closed
SGCA
327
Steel Grove Capital Advisors
Tennessee
– -$469K -17,626 Closed
RW
328
REDW Wealth
New Mexico
– -$448K -16,842 Closed
RFG
329
Range Financial Group
Oregon
– -$429K -16,102 Closed
WP
330
WealthSource Partners
California
– -$285K -10,694 Closed
IAA
331
Independent Advisor Alliance
North Carolina
– -$283K -10,634 Closed
NP
332
NorthRock Partners
Minnesota
– -$256K -9,614 Closed
BJL
333
Brighton Jones LLC
Washington
– -$226K -8,496 Closed
IAN
334
Integrated Advisors Network
Texas
– -$211K -7,914 Closed
MCM
335
Mainstay Capital Management
Michigan
– -$205K -7,696 Closed
MAM
336
Marquette Asset Management
Minnesota
– -$113K -4,256 Closed
T
337
TCWP
Ohio
– -$102K -3,858 Closed
MA
338
MUFG Americas
New York
– -$47K -1,760 Closed
MAM
339
Meeder Asset Management
Ohio
– -$45K -1,680 Closed
ADL
340
Asset Dedication LLC
California
– -$44K -1,664 Closed
TCM
341
Tradewinds Capital Management
Washington
– -$43K -1,612 Closed
DI
342
Disciplined Investments
Oklahoma
– -$21K -798 Closed
HBW
343
Hazlett, Burt & Watson
West Virginia
– -$9K -330 Closed
PCA
344
Providence Capital Advisors
North Carolina
– -$8K -290 Closed
ZB
345
Zions Bancorporation
Utah
– -$7K -252 Closed
SW
346
SVB Wealth
Massachusetts
– -$3K -124 Closed
LWA
347
Lowe Wealth Advisors
Maryland
– -$3K -98 Closed
AAP
348
Arax Advisory Partners
Colorado
– -$2K -90 Closed
GTAM
349
Global Trust Asset Management
Florida
– -$2K -84 Closed
GAM
350
Gemmer Asset Management
California
– -$2K -76 Closed
11 12 13
14
15