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Schwab Intermediately-Term US Treasury ETF
SCHR

Overview Fund Activity

361 hedge funds and large institutions have $6.32B invested in Schwab Intermediately-Term US Treasury ETF in 2023 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 168 increasing their positions, 99 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
361
Holders Change
-8
Holders Change %
-2.17%
% of All Funds
5.69%
Holding in Top 10
22
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-15.38%
% of All Funds
0.35%
New
43
Increased
168
Reduced
99
Closed
49
Calls
$601K
Puts
$192K
Net Calls
+$409K
Net Calls Change
+$1.66M

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$477M
2
CSIA
2
Charles Schwab Investment Advisory
California
$3.82B
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$265M
4
Ameriprise
4
Ameriprise
Minnesota
$147M
5
Bank of America
5
Bank of America
North Carolina
$39.2M

Top Sellers

1
AssetMark Inc
1
AssetMark Inc
California
$4.14K
2
Jane Street
2
Jane Street
New York
$7.31M
3
MIM
3
Morningstar Investment Management
Illinois
$14.5M
4
NYLIM
4
New York Life Investment Management
New York
$0
5
TI
5
Tidal Investments
Wisconsin
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RP
376
Riverwater Partners
Wisconsin
– -$489K -19,388 Closed
TI
377
Trexquant Investment
Connecticut
– -$399K -15,812 Closed
DIM
378
Delta Investment Management
California
– -$337K -13,380 Closed
SA
379
Strategic Advisors
New York
– -$324K -12,848 Closed
KF
380
Krilogy Financial
Missouri
– -$309K -12,256 Closed
AWM
381
AE Wealth Management
Kansas
– -$308K -12,202 Closed
Millennium Management
382
Millennium Management
New York
– -$270K -10,726 Closed
BWM
383
BCS Wealth Management
Tennessee
– -$269K -10,686 Closed
GM
384
GeoWealth Management
Illinois
– -$258K -10,234 Closed
SFA
385
Seneca Financial Advisors
New York
– -$244K -9,692 Closed
FHA
386
Flagship Harbor Advisors
Massachusetts
– -$242K -9,606 Closed
WWM
387
Western Wealth Management
Colorado
– -$235K -9,334 Closed
HR
388
Howe & Rusling
New York
– -$233K -9,252 Closed
GCA
389
Genesee Capital Advisors
New York
– -$219K -8,682 Closed
ICG
390
InterOcean Capital Group
Tennessee
– -$218K -8,646 Closed
UCFA
391
United Capital Financial Advisors
Texas
– -$215K -8,522 Closed
DWM
392
Destination Wealth Management
California
– -$206K -8,164 Closed
SPW
393
Sonoma Private Wealth
California
– -$204K -8,092 Closed
FMTC
394
Farmers & Merchants Trust Company
California
– -$200K -7,932 Closed
BAM
395
Belpointe Asset Management
Nevada
– -$197K -7,816 Closed
FCA
396
Fortis Capital Advisors
Kansas
– -$175K -6,956 Closed
ASN
397
Advisory Services Network
Georgia
– -$172K -6,834 Closed
BTI
398
Blue Trust Inc
Georgia
– -$153K -6,218 Closed
GWM
399
GSB Wealth Management
Connecticut
– -$58.3K -2,368 Closed
BHWM
400
Beaird Harris Wealth Management
Texas
– -$50.7K -2,010 Closed
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