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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 %
BWP
376
Balboa Wealth Partners
Arizona
– -$526K -21,346 Closed
OMC
377
Old Mission Capital
Illinois
– -$428K -17,366 Closed
VCM
378
Vision Capital Management
Oregon
– -$422K -17,118 Closed
RMAM
379
Raab & Moskowitz Asset Management
New Jersey
– -$270K -10,952 Closed
RW
380
Rede Wealth
Virginia
– -$237K -9,636 Closed
EAM
381
Empirical Asset Management
Massachusetts
– -$234K -9,488 Closed
CMP
382
Courage Miller Partners
Virginia
– -$230K -9,352 Closed
AWP
383
Atlas Wealth Partners
Pennsylvania
– -$227K -9,200 Closed
I2I
384
Insight 2811 Inc
Illinois
– -$216K -8,778 Closed
CIAS
385
CFS Investment Advisory Services
New Jersey
– -$215K -8,708 Closed
LEFP
386
Leading Edge Financial Planning
Tennessee
– -$204K -8,294 Closed
SWA
387
SFMG Wealth Advisors
Texas
– -$204K -8,268 Closed
BA
388
Bristlecone Advisors
Washington
– -$199K -8,060 Closed
AP
389
Arlington Partners
Alabama
– -$82.9K -3,364 Closed
BAAM
390
Baker Avenue Asset Management
California
– -$73.8K -2,994 Closed
IGWM
391
ICA Group Wealth Management
Colorado
– -$55.7K -2,262 Closed
2L
392
25 LLC
Missouri
– -$45.5K -1,834 Closed
WP
393
WealthPLAN Partners
Nebraska
– -$35.1K -1,424 Closed
MIH
394
Meitav Investment House
Israel
– -$32.7K -1,328 Closed
CA
395
Crewe Advisors
Utah
– -$30.1K -1,222 Closed
BA
396
Ballast Advisors
Minnesota
– -$13.7K -554 Closed
CP
397
Castleview Partners
Texas
– -$12.8K -522 Closed
VF
398
VitalStone Financial
Texas
– -$11K -452 Closed
CPG
399
Cornerstone Planning Group
New Jersey
– -$9.36K -380 Closed
NC
400
NewSquare Capital
Pennsylvania
– -$8.48K -344 Closed
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