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Schwab Intermediately-Term US Treasury ETF
SCHR

Overview Fund Activity

320 hedge funds and large institutions have $6.32B invested in Schwab Intermediately-Term US Treasury ETF in 2022 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 107 increasing their positions, 121 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
320
Holders Change
+2
Holders Change %
+0.63%
% of All Funds
5.41%
Holding in Top 10
24
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+20%
% of All Funds
0.41%
New
43
Increased
107
Reduced
121
Closed
38
Calls
$382K
Puts
–
Net Calls
+$382K
Net Calls Change
+$382K

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
$3.84B
2
Jane Street
Jane Street
New York
$112M
3
Ameriprise
Ameriprise
Minnesota
$94.6M
4
CWA
Cornerstone Wealth Advisors
Minnesota
$27M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$300M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$540M
2
MIM
Morningstar Investment Management
Illinois
$32.2M
3
5L
55I LLC
Massachusetts
$0
4
VA
Verdad Advisers
Massachusetts
$0
5
AssetMark Inc
AssetMark Inc
California
$9.72M
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
26
Morgan Stanley
New York
$19.2M +$3M +116,428 +19%
MIS
27
Morningstar Investment Services
Illinois
$18.2M -$812K -31,688 -4%
WCF
28
West Coast Financial
California
$16.7M +$2.77M +107,432 +20%
LW
29
Libra Wealth
California
$16.2M +$16.2M +626,038 New
BWL
30
Beacon Wealthcare LLC
North Carolina
$14.3M +$1.48M +57,496 +12%
Bank of America
31
Bank of America
North Carolina
$14.3M +$776K +30,084 +6%
LSAG
32
Lake Street Advisors Group
New Hampshire
$13.2M +$13.2M +512,700 New
Osaic Holdings
33
Osaic Holdings
Arizona
$13.1M +$4.69M +181,652 +56%
KWM
34
Kingsview Wealth Management
Oregon
$12.7M +$397K +15,398 +3%
HA
35
HC Advisors
Georgia
$11.5M +$2.25M +87,210 +24%
GGS
36
Galvin Gaustad & Stein
Arizona
$10.8M -$441K -17,082 -4%
Creative Planning
37
Creative Planning
Kansas
$10.5M -$2.11M -81,892 -17%
Franklin Resources
38
Franklin Resources
California
$10.4M -$1.1M -42,462 -10%
FCA
39
FLC Capital Advisors
California
$10.3M +$4.09M +158,398 +66%
AssetMark Inc
40
AssetMark Inc
California
$9.72M -$24.5M -949,910 -72%
RCA
41
Resonant Capital Advisors
Wisconsin
$9.41M -$2.2M -85,098 -19%
CW
42
CreativeOne Wealth
Kansas
$8.64M -$3.59M -139,326 -29%
WA
43
WBH Advisory
Maryland
$8.43M -$402K -15,598 -5%
CAPTRUST Financial Advisors
44
CAPTRUST Financial Advisors
North Carolina
$8.33M +$7.49M +290,138 +891%
DC
45
Davenport & Co
Virginia
$8.01M +$32.8K +1,272 +0.4%
FC
46
Financial Consulate
Maryland
$7.92M -$144K -5,592 -2%
QCMNJ
47
Quantum Capital Management (New Jersey)
New Jersey
$7.87M -$1.8M -69,808 -19%
BCI
48
Brinker Capital Investments
Pennsylvania
$7.84M +$1.93M +74,632 +33%
SCM
49
Seascape Capital Management
New Hampshire
$7.54M -$446K -17,286 -6%
MBFW
50
Morton Brown Family Wealth
Pennsylvania
$7.47M -$61.9K -2,400 -0.8%
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