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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 %
IGWM
326
ICA Group Wealth Management
Colorado
$22K +$22K +884 New
PMFA
327
Plante Moran Financial Advisors
Michigan
$20K +$20K +806 New
IRC
328
Investors Research Corp
Georgia
$18K -$5.32K -214 -23%
CCM
329
Chilton Capital Management
Texas
$17.1K – – –
B
330
Birchbrook
Maine
$15.4K +$15.4K +618 New
MA
331
Montag & Associates
Georgia
$12.4K +$149 +6 +1%
AWM
332
Atticus Wealth Management
Florida
$12.1K -$182K -7,318 -94%
MSG
333
Main Street Group
Virginia
$11.7K +$11.7K +470 New
IA
334
IFP Advisors
Florida
$11.1K +$7.01K +282 +170%
BCPWM
335
Bradley & Co Private Wealth Management
Florida
$10.7K +$10.7K +432 New
GI
336
Gradient Investments
Minnesota
$10.7K – – –
CIAS
337
Capital Investment Advisory Services
North Carolina
$10.1K -$21.9K -880 -68%
POIA
338
Pin Oak Investment Advisors
Texas
$10K – – –
VWM
339
Valley Wealth Managers
New Jersey
$8.6K – – –
KA
340
Kozak & Associates
Colorado
$8.3K – – –
WAG
341
Wiser Advisor Group
Arizona
$8.11K +$8.11K +326 New
FRA
342
Front Row Advisors
California
$7.46K – – –
FF
343
Friedenthal Financial
New Jersey
$6.51K +$6.51K +262 New
TRCT
344
Tower Research Capital (TRC)
New York
$6.46K -$6.96K -280 -52%
LPP
345
Life Planning Partners
Florida
$6.46K +$6.46K +260 New
CIA
346
Cape Investment Advisory
Georgia
$5.22K -$3.63K -146 -41%
HFS
347
Hantz Financial Services
Michigan
$5K – – –
SPIA
348
Steward Partners Investment Advisory
New York
$4.72K -$895 -36 -16%
S
349
Syntrinsic
Colorado
$4.57K – – –
EBA
350
Eagle Bay Advisors
New York
$4.48K -$4.38K -176 -49%
12 13
14
15 16