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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 %
FCAG
351
First Capital Advisors Group
New Jersey
$610 12 – –
NG
352
NWK Group
California
$542 11 – –
S
353
SignatureFD
Georgia
$492 10 – –
AA
354
Addison Advisors
Vermont
$443 9 +9 New
GEA
355
Glen Eagle Advisors
New Jersey
$201 4 -7 -64%
TFP
356
Tilia Fiduciary Partners
North Carolina
$197 4 – –
CFFP
357
Center for Financial Planning
Michigan
$98 2 – –
WWM
358
Wagner Wealth Management
South Carolina
$49 1 +1 New
QCMNJ
359
Quantum Capital Management (New Jersey)
New Jersey
– – -151,982 Closed
SCM
360
Seascape Capital Management
New Hampshire
– – -141,180 Closed
RA
361
RFG Advisory
Alabama
– – -36,235 Closed
TCM
362
Tradewinds Capital Management
Washington
– – -34,609 Closed
Citadel Advisors
363
Citadel Advisors
Florida
– – -28,932 Closed
JAG
364
Journey Advisory Group
Kentucky
– – -27,930 Closed
PAG
365
Private Advisor Group
New Jersey
– – -21,375 Closed
TI
366
Truepoint Inc
Ohio
– – -21,308 Closed
CAMV
367
Concord Asset Management (Virginia)
Virginia
– – -18,317 Closed
SF
368
Synovus Financial
Georgia
– – -13,367 Closed
SEA
369
Stegent Equity Advisors
Texas
– – -11,392 Closed
WWM
370
Western Wealth Management
Colorado
– – -10,608 Closed
Bessemer Group
371
Bessemer Group
New Jersey
– – -9,378 Closed
SWM
372
Silverlake Wealth Management
Vermont
– – -8,242 Closed
ACG
373
Allen Capital Group
Nebraska
– – -7,607 Closed
SW
374
Simplicity Wealth
New Jersey
– – -5,851 Closed
DWM
375
Destination Wealth Management
California
– – -5,013 Closed
12 13 14
15
16