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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 %
Commonwealth Equity Services
351
Commonwealth Equity Services
Massachusetts
$1.75K -$237 -9,388 -12%
ME
352
McIlrath & Eck
Washington
$1.66K +$1.66K +66 New
MFC
353
Morris Financial Concepts
South Carolina
$1.46K – – –
NECFA
354
New England Capital Financial Advisors
Connecticut
$1.41K – – –
AIM
355
Anchor Investment Management
South Carolina
$1.31K – – –
BCMLT
356
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.16K -$4.99K -198 -81%
GWSA
357
Global Wealth Strategies & Associates
Colorado
$1.06K +$1.06K +42 New
TFA
358
Transamerica Financial Advisors
Florida
$1K – – –
TAM
359
Tucker Asset Management
Colorado
$756 – – –
LC
360
Lindbrook Capital
California
$706 – – –
FCAG
361
First Capital Advisors Group
New Jersey
$628 – – –
NG
362
NWK Group
California
$555 – – –
S
363
SignatureFD
Georgia
$555 +$50 +2 +10%
AA
364
Addison Advisors
Vermont
$454 – – –
GWSG
365
GPS Wealth Strategies Group
Colorado
$454 +$454 +18 New
RP
366
Rice Partnership
Hawaii
$353 +$353 +14 New
FWM
367
Focused Wealth Management
New York
$303 -$354 -14 -54%
TFP
368
Tilia Fiduciary Partners
North Carolina
$202 – – –
CFFP
369
Center for Financial Planning
Michigan
$101 – – –
WWM
370
Wagner Wealth Management
South Carolina
$50 – – –
KL
371
KilterHowling LLC
Colorado
– -$14.4M -585,626 Closed
Thrivent Financial for Lutherans
372
Thrivent Financial for Lutherans
Minnesota
– -$13.2M -536,426 Closed
DF
373
Donoghue Forlines
Massachusetts
– -$5.34M -217,112 Closed
BWP
374
BSW Wealth Partners
Colorado
– -$2.79M -113,150 Closed
II
375
Inspire Investing
Idaho
– -$2.78M -112,812 Closed
13 14
15
16 17