SCHR icon

Schwab Intermediately-Term US Treasury ETF
SCHR

Overview Fund Activity

357 hedge funds and large institutions have $6.65B invested in Schwab Intermediately-Term US Treasury ETF in 2022 Q4 according to their latest regulatory filings, with 72 funds opening new positions, 100 increasing their positions, 140 reducing their positions, and 41 closing their positions.

Holders
357
Holders Change
+27
Holders Change %
+8.18%
% of All Funds
5.76%
Holding in Top 10
28
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+7.69%
% of All Funds
0.45%
New
72
Increased
100
Reduced
140
Closed
41
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$105M
2
Ameriprise
2
Ameriprise
Minnesota
$115M
3
Morgan Stanley
3
Morgan Stanley
New York
$35.7M
4
GP
4
Greenline Partners
New York
$18.2M
5
KL
5
KilterHowling LLC
Colorado
$14.4M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$502M
2
CSIA
2
Charles Schwab Investment Advisory
California
$3.78B
3
FTUS
3
Flow Traders U.S.
New York
$889K
4
MAM
4
Madison Asset Management
Wisconsin
$40.4M
5
Charles Schwab
5
Charles Schwab
California
$28.6M
Name Market Value Shares Shares
Change 		Shares
Change %
AC
326
AlphaCore Capital
California
$3.55K 72 – –
MSFP
327
Mark Sheptoff Financial Planning
Connecticut
$3.2K 65 – –
Citigroup
328
Citigroup
New York
$3.05K 62 +42 +210%
TFGT
329
TS Financial Group (TSFG)
Illinois
$3K 64 – –
BLC
330
Brown, Lisle/Cummings
Rhode Island
$2.86K 58 – –
SWA
331
Sutton Wealth Advisors
Florida
$2.81K 57 – –
NA
332
NewEdge Advisors
Louisiana
$2.73K 485 +485 New
RA
333
Rise Advisors
New York
$2.6K 53 +1 +2%
KFI
334
Key Financial Inc
Pennsylvania
$2.41K 49 – –
BAM
335
Bellevue Asset Management
Washington
$2.12K 43 – –
MSCM
336
McElhenny Sheffield Capital Management
Texas
$2.07K 42 +42 New
NIC
337
Northwest Investment Counselors
Oregon
$1.97K 40 – –
William Blair & Company
338
William Blair & Company
Illinois
$1.77K 36 -1,345 -97%
MFC
339
Morris Financial Concepts
South Carolina
$1.43K 29 – –
NECFA
340
New England Capital Financial Advisors
Connecticut
$1.41K 28 +28 New
AIM
341
Anchor Investment Management
South Carolina
$1.28K 26 – –
AW
342
Avion Wealth
Texas
$1K 36 – –
TFA
343
Transamerica Financial Advisors
Florida
$1K 1 – –
TAM
344
Tucker Asset Management
Colorado
$740 15 -302 -95%
JFA
345
JNBA Financial Advisors
Minnesota
$738 15 – –
LC
346
Lindbrook Capital
California
$689 14 – –
GIA
347
GHP Investment Advisors
Colorado
$689 14 +14 New
ACA
348
Aptus Capital Advisors
Alabama
$640 13 – –
FWM
349
Focused Wealth Management
New York
$640 13 – –
EE
350
EWG Elevate
California
$640 13 +13 New
12 13
14
15 16