SCHR icon

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 %
EH
376
Equitable Holdings
New York
– -$1.55M -63,122 Closed
Koshinski Asset Management
377
Koshinski Asset Management
Illinois
– -$1.34M -54,302 Closed
BA
378
Bridge Advisory
California
– -$1.05M -42,852 Closed
CCWA
379
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
– -$794K -32,276 Closed
HHRDM
380
H&H Retirement Design & Management
Nevada
– -$604K -24,012 Closed
MFG
381
Merit Financial Group
Georgia
– -$580K -23,572 Closed
FMC
382
First Merchants Corp
Indiana
– -$548K -22,274 Closed
TSA
383
Tri-Star Advisors
Texas
– -$480K -19,112 Closed
OMC
384
Old Mission Capital
Illinois
– -$465K -18,894 Closed
BWM
385
Birchcreek Wealth Management
Ohio
– -$457K -18,546 Closed
MSFS
386
Main Street Financial Solutions
Pennsylvania
– -$323K -13,124 Closed
WOSD
387
WFA of San Diego
California
– -$300K -12,182 Closed
ULWM
388
Upper Left Wealth Management
Florida
– -$269K -10,910 Closed
TWM
389
TriaGen Wealth Management
California
– -$244K -9,910 Closed
EW
390
Evoke Wealth
California
– -$240K -9,770 Closed
FFG
391
Ford Financial Group
California
– -$238K -9,656 Closed
USCWA
392
U.S. Capital Wealth Advisors
Texas
– -$124K -5,020 Closed
EI
393
Ellevest Inc
New York
– -$94.5K -3,838 Closed
AWM
394
Accurate Wealth Management
Florida
– -$53.1K -2,124 Closed
Rockefeller Capital Management
395
Rockefeller Capital Management
New York
– -$21K -874 Closed
MCC
396
Money Concepts Capital
Florida
– -$19.7K -800 Closed
RIA
397
Realta Investment Advisors
Delaware
– -$15.8K -640 Closed
HBW
398
Hazlett, Burt & Watson
West Virginia
– -$8K -326 Closed
FCAS
399
First Command Advisory Services
Texas
– -$4K -234 Closed
AAP
400
Arax Advisory Partners
Colorado
– -$5.76K -234 Closed
13 14 15
16
17