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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 %
RFN
376
RDA Financial Network
Iowa
– – -4,545 Closed
Prudential Financial
377
Prudential Financial
New Jersey
– – -4,444 Closed
Cerity Partners
378
Cerity Partners
New York
– – -4,285 Closed
WWA
379
WC Walker & Associates
California
– – -4,194 Closed
MA
380
MUFG Americas
New York
– – -2,969 Closed
SC
381
Sierra Capital
Florida
– – -1,667 Closed
Fifth Third Bancorp
382
Fifth Third Bancorp
Ohio
– – -1,073 Closed
SWM
383
Selective Wealth Management
Virginia
– – -1,029 Closed
HGERS
384
Householder Group Estate & Retirement Specialist
Arizona
– – -1,020 Closed
HCP
385
Hexagon Capital Partners
Arkansas
– – -961 Closed
QCG
386
Quadrant Capital Group
Ohio
– – -924 Closed
AA
387
Ancora Advisors
Ohio
– – -697 Closed
MPWT
388
MassMutual Private Wealth & Trust
Connecticut
– – -375 Closed
BHWM
389
Beaird Harris Wealth Management
Texas
– – -261 Closed
FFA
390
Fairfield Financial Advisors
Massachusetts
– – -249 Closed
OIA
391
Optimum Investment Advisors
Illinois
– – -200 Closed
Simplex Trading
392
Simplex Trading
Illinois
– – -129 Closed
PMFA
393
Plante Moran Financial Advisors
Michigan
– – -124 Closed
WPA
394
West Paces Advisors
Georgia
– – -44 Closed
BTI
395
Blue Trust Inc
Georgia
– – -34 Closed
CWM
396
Castle Wealth Management
Florida
– – -30 Closed
GWSG
397
GPS Wealth Strategies Group
Colorado
– – -9 Closed
ANBT
398
American National Bank & Trust
Texas
– – -9 Closed
RP
399
Rice Partnership
Hawaii
– – -7 Closed
CDIA
400
Capital Directions Investment Advisors
Georgia
– – – –
12 13 14 15
16