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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 %
Koshinski Asset Management
401
Koshinski Asset Management
Illinois
– -$1.4M -58,374 Closed
SBH
402
Segall Bryant & Hamill
Illinois
– -$580K -24,188 Closed
JWS
403
Juncture Wealth Strategies
Arizona
– -$384K -16,020 Closed
PIMG
404
Patriot Investment Management Group
Tennessee
– -$329K -13,732 Closed
BWL
405
Bogart Wealth LLC
Virginia
– -$275K -11,482 Closed
PWM
406
Perigon Wealth Management
California
– -$267K -11,132 Closed
LFG
407
Lockerman Financial Group
California
– -$256K -10,672 Closed
IC
408
IEQ Capital
California
– -$248K -10,348 Closed
SIMG
409
Sonora Investment Management Group
Arizona
– -$243K -10,122 Closed
ZF
410
Zhang Financial
Michigan
– -$233K -9,704 Closed
KC
411
Kades & Cheifetz
Pennsylvania
– -$224K -9,336 Closed
FPWM
412
FSB Premier Wealth Management
Iowa
– -$223K -9,306 Closed
TSS
413
Two Sigma Securities
New York
– -$222K -9,270 Closed
WI
414
Wintrust Investments
Illinois
– -$214K -8,938 Closed
SB
415
Simmons Bank
Arkansas
– -$206K -8,588 Closed
WJA
416
Willis Johnson & Associates
Texas
– -$200K -8,360 Closed
EWA
417
EP Wealth Advisors
California
– -$169K -7,038 Closed
JFGIW
418
Johnson Financial Group Inc (Wisconsin)
Wisconsin
– -$87.2K -3,638 Closed
SCA
419
Stonebridge Capital Advisors
Minnesota
– -$38.2K -1,594 Closed
CSPIA
420
Cary Street Partners Investment Advisory
Virginia
– -$20.3K -848 Closed
GJIA
421
Glass Jacobson Investment Advisors
Maryland
– -$19.7K -822 Closed
SL
422
Savior LLC
Massachusetts
– -$17.3K -722 Closed
RIA
423
Realta Investment Advisors
Delaware
– -$13.6K -550 Closed
PCMC
424
Private Capital Management (Colorado)
Colorado
– -$12K -500 Closed
PTC
425
Private Trust Company
Ohio
– -$10.5K -436 Closed
14 15 16
17
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