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Schwab Intermediately-Term US Treasury ETF
SCHR

Overview Fund Activity

330 hedge funds and large institutions have $7.08B invested in Schwab Intermediately-Term US Treasury ETF in 2022 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 111 increasing their positions, 121 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
330
Holders Change
+10
Holders Change %
+3.13%
% of All Funds
5.71%
Holding in Top 10
26
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8.33%
% of All Funds
0.45%
New
46
Increased
111
Reduced
121
Closed
34
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$487M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$859M
3
CSIA
3
Charles Schwab Investment Advisory
California
$3.89B
4
FTUS
4
Flow Traders U.S.
New York
$44M
5
BWM
5
BerganKDV Wealth Management
Minnesota
$83.2M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$205M
2
Jane Street
2
Jane Street
New York
$33.9M
3
MAM
3
Madison Asset Management
Wisconsin
$75.2M
4
CAPTRUST Financial Advisors
4
CAPTRUST Financial Advisors
North Carolina
$967K
5
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$25.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
LC
326
Lindbrook Capital
California
$1K +$1K +28 New
GEA
327
Glen Eagle Advisors
New Jersey
$542 – – –
OMC
328
Old Mission Capital
Illinois
– -$1.53M -59,274 Closed
IFS
329
Ifrah Financial Services
Arkansas
– -$1.53M -59,178 Closed
CAAS
330
Capital Asset Advisory Services
Michigan
– -$1.19M -46,060 Closed
BIP
331
Blueprint Investment Partners
North Carolina
– -$1M -38,912 Closed
MSFS
332
Main Street Financial Solutions
Pennsylvania
– -$924K -35,830 Closed
SHFP
333
Second Half Financial Partners
Florida
– -$867K -30,752 Closed
EAM
334
Evanson Asset Management
California
– -$553K -21,422 Closed
PCWA
335
Pacific Capital Wealth Advisors
California
– -$444K -17,202 Closed
CFG
336
Citizens Financial Group
Rhode Island
– -$366K -14,194 Closed
ICG
337
InterOcean Capital Group
Tennessee
– -$362K -14,024 Closed
ASN
338
Advisory Services Network
Georgia
– -$323K -12,510 Closed
Renaissance Technologies
339
Renaissance Technologies
New York
– -$304K -11,800 Closed
WCM
340
Windham Capital Management
Massachusetts
– -$217K -8,402 Closed
RJFSA
341
Raymond James Financial Services Advisors
Florida
– -$215K -8,342 Closed
OAM
342
Oak Asset Management
California
– -$211K -8,186 Closed
CWA
343
Clarity Wealth Advisors
California
– -$209K -8,116 Closed
RRC
344
Relaxing Retirement Coach
Massachusetts
– -$200K -7,734 Closed
TCWM
345
Total Clarity Wealth Management
Illinois
– -$114K -4,404 Closed
GIA
346
GHP Investment Advisors
Colorado
– -$77K -2,984 Closed
PFS
347
Prospera Financial Services
Texas
– -$55K -2,128 Closed
PFBT
348
Parkside Financial Bank & Trust
Missouri
– -$53K -2,050 Closed
WAM
349
Worth Asset Management
Texas
– -$40K -1,560 Closed
Barclays
350
Barclays
United Kingdom
– -$35K -1,366 Closed
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