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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 %
PP
351
Pacifica Partners
Canada
$4.41K – – –
WTC
352
WhitTier Trust Company
Nevada
$3.93K – – –
AC
353
AlphaCore Capital
California
$3.58K – – –
AEPWM
354
Atlantic Edge Private Wealth Management
Florida
$3.58K +$3.58K +144 New
TFGT
355
TS Financial Group (TSFG)
Illinois
$3K – – –
AAG
356
Armstrong Advisory Group
Massachusetts
$2.98K -$53.9K -2,166 -95%
EW
357
Element Wealth
Mississippi
$2.93K – – –
BLC
358
Brown, Lisle/Cummings
Rhode Island
$2.88K – – –
KFI
359
Key Financial Inc
Pennsylvania
$2.44K – – –
BAM
360
Bellevue Asset Management
Washington
$2.14K – – –
FMP
361
Financial Management Professionals
Texas
$2K +$61 +2 +3%
GM
362
GeoWealth Management
Illinois
$2K +$2K +76 New
AWM
363
Able Wealth Management
New Jersey
$1.94K +$1.94K +78 New
WWM
364
Wolff Wiese Magana
California
$1.74K -$1.74K -70 -50%
SRCM
365
Signature Resources Capital Management
California
$1.54K +$1.54K +62 New
MFC
366
Morris Financial Concepts
South Carolina
$1.44K – – –
AIM
367
Anchor Investment Management
South Carolina
$1.29K – – –
RIL
368
Rothschild Investment LLC
Illinois
$1.14K +$1.14K +46 New
AW
369
Avion Wealth
Texas
$1K – – –
TFA
370
Transamerica Financial Advisors
Florida
$1K – – –
Citigroup
371
Citigroup
New York
$994 -$12.6K -506 -93%
First Manhattan
372
First Manhattan
New York
$994 -$3.53K -142 -78%
AFWM
373
Abich Financial Wealth Management
Virginia
$895 +$895 +36 New
VCM
374
Versant Capital Management
Arizona
$882 – – –
WWM
375
Wagner Wealth Management
South Carolina
$796 +$100 +4 +14%
13 14
15
16 17