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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 %
IA
326
IFP Advisors
Florida
$6.62K -$54.1K -2,076 -89%
BWM
327
Baystate Wealth Management
Massachusetts
$6.35K +$6.35K +252 New
SVCP
328
Silicon Valley Capital Partners
California
$6.3K +$6.3K +250 New
FMB
329
Field & Main Bank
Kentucky
$5.35K – – –
VF
330
VitalStone Financial
Texas
$5K -$7.99K -278 -62%
HFS
331
Hantz Financial Services
Michigan
$5K -$376 -14 -7%
Fifth Third Bancorp
332
Fifth Third Bancorp
Ohio
$4.89K +$4.89K +194 New
BlackRock
333
BlackRock
New York
$4.84K -$20K -796 -81%
PP
334
Pacifica Partners
Canada
$4.56K – – –
EBA
335
Eagle Bay Advisors
New York
$4.42K +$50 +2 +1%
WTC
336
WhitTier Trust Company
Nevada
$3.98K – – –
AC
337
AlphaCore Capital
California
$3.63K – – –
FWP
338
FAS Wealth Partners
Kansas
$3.6K -$1.17K -46 -24%
MSFP
339
Mark Sheptoff Financial Planning
Connecticut
$3.28K – – –
Citigroup
340
Citigroup
New York
$3.08K -$50 -2 -2%
TFGT
341
TS Financial Group (TSFG)
Illinois
$3K – – –
BLC
342
Brown, Lisle/Cummings
Rhode Island
$2.93K – – –
SWA
343
Sutton Wealth Advisors
Florida
$2.88K – – –
RA
344
Rise Advisors
New York
$2.68K – – –
KFI
345
Key Financial Inc
Pennsylvania
$2.47K – – –
BAM
346
Bellevue Asset Management
Washington
$2.17K – – –
NIC
347
Northwest Investment Counselors
Oregon
$2.02K – – –
FMP
348
Financial Management Professionals
Texas
$2K -$89.5K -2,864 -98%
SWG
349
Summit Wealth Group
Vermont
$2K +$2K +173,984 New
SIS
350
Strategic Investment Solutions
Illinois
$1.82K +$1.82K +72 New
12 13
14
15 16