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Schwab Intermediately-Term US Treasury ETF
SCHR

Overview Fund Activity

368 hedge funds and large institutions have $6.42B invested in Schwab Intermediately-Term US Treasury ETF in 2023 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 160 increasing their positions, 103 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
368
Holders Change
+7
Holders Change %
+1.94%
% of All Funds
5.87%
Holding in Top 10
22
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.35%
New
50
Increased
160
Reduced
103
Closed
40
Calls
$307K
Puts
$201K
Net Calls
+$106K
Net Calls Change
-$303K

Top Buyers

1
Creative Planning
Creative Planning
Kansas
$77M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$495M
3
AssetMark Inc
AssetMark Inc
California
$30.7M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$48.5M
5
Ameriprise
Ameriprise
Minnesota
$171M

Top Sellers

1
TCM
Tradewinds Capital Management
Washington
$51.8K
2
HP
Hilltop Partners
Indiana
$3.26M
3
Charles Schwab
Charles Schwab
California
$14.9M
4
CSIA
Charles Schwab Investment Advisory
California
$3.7B
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$628K
Name Holding Trade Value Shares
Change 		Shares
Change %
WWM
351
Wagner Wealth Management
South Carolina
$671 +$575 +24 +600%
SMA
352
Sage Mountain Advisors
Georgia
$623 – – –
MIM
353
Macroview Investment Management
Maryland
$576 +$576 +24 New
DJSG
354
D.J. St. Germain
Massachusetts
$575 +$575 +24 New
FCAS
355
First Command Advisory Services
Texas
$575 +$575 +24 New
S
356
SignatureFD
Georgia
$527 – – –
NG
357
NWK Group
California
$527 – – –
FWP
358
FAS Wealth Partners
Kansas
$450 -$7.85K -314 -95%
GWSG
359
GPS Wealth Strategies Group
Colorado
$431 – – –
MHR
360
Matthew Hamilton Rosenberg
$384 – – –
GWSA
361
Global Wealth Strategies & Associates
Colorado
$336 – – –
RP
362
Rice Partnership
Hawaii
$336 – – –
FWM
363
Focused Wealth Management
New York
$288 – – –
BWM
364
Baystate Wealth Management
Massachusetts
$62 -$7.75K -250 -99%
BIA
365
Bell Investment Advisors
California
$49 -$347K -14,144 -100%
SIS
366
Sound Income Strategies
Florida
$48 – – –
RA
367
Rise Advisors
New York
$45 -$2.39K -106 -98%
SVCP
368
Silicon Valley Capital Partners
California
$30 – – –
VIA
369
Vident Investment Advisory
Georgia
– -$10.5M -426,414 Closed
EF
370
Empowered Funds
Pennsylvania
– -$4.06M -165,272 Closed
FTA
371
Financial & Tax Architects
Missouri
– -$2.81M -114,144 Closed
FA
372
Fiduciary Alliance
South Carolina
– -$1.09M -44,308 Closed
DPI
373
Diversified Portfolios Inc
Michigan
– -$738K -29,942 Closed
RA
374
RFG Advisory
Alabama
– -$735K -29,810 Closed
VCP
375
Vista Capital Partners
Oregon
– -$617K -25,048 Closed
13 14
15
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