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Schwab Intermediately-Term US Treasury ETF
SCHR

Overview Fund Activity

330 hedge funds and large institutions have $7.08B invested in Schwab Intermediately-Term US Treasury ETF in 2022 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 111 increasing their positions, 121 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
330
Holders Change
+10
Holders Change %
+3.13%
% of All Funds
5.71%
Holding in Top 10
26
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8.33%
% of All Funds
0.45%
New
46
Increased
111
Reduced
121
Closed
34
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$487M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$859M
3
CSIA
3
Charles Schwab Investment Advisory
California
$3.89B
4
FTUS
4
Flow Traders U.S.
New York
$44M
5
BWM
5
BerganKDV Wealth Management
Minnesota
$83.2M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$205M
2
Jane Street
2
Jane Street
New York
$33.9M
3
MAM
3
Madison Asset Management
Wisconsin
$75.2M
4
CAPTRUST Financial Advisors
4
CAPTRUST Financial Advisors
North Carolina
$967K
5
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$25.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
WFA
26
WestHill Financial Advisors
California
$20.8M +$181K +7,360 +0.9%
LSAG
27
Lake Street Advisors Group
New Hampshire
$20.6M +$7.97M +324,240 +63%
MFT
28
Moisand Fitzgerald Tamayo
Florida
$20.3M +$21.6K +880 +0.1%
NYLIM
29
New York Life Investment Management
New York
$20.2M -$116K -4,740 -0.6%
SFA
30
Sequoia Financial Advisors
Ohio
$17.1M -$2.02M -82,360 -11%
WCF
31
West Coast Financial
California
$16.5M +$653K +26,574 +4%
MIS
32
Morningstar Investment Services
Illinois
$16.2M -$1.17M -47,906 -7%
Wells Fargo
33
Wells Fargo
California
$15.6M +$10.4M +422,750 +201%
Morgan Stanley
34
Morgan Stanley
New York
$15.4M -$2.97M -120,872 -16%
Thrivent Financial for Lutherans
35
Thrivent Financial for Lutherans
Minnesota
$14.8M +$14.8M +602,834 New
Osaic Holdings
36
Osaic Holdings
Arizona
$14.6M +$2.19M +89,172 +18%
RCA
37
Resonant Capital Advisors
Wisconsin
$14.5M +$5.57M +226,596 +62%
FCA
38
FLC Capital Advisors
California
$13.2M +$3.42M +139,100 +35%
LW
39
Libra Wealth
California
$13.2M -$2.2M -89,678 -14%
BWL
40
Beacon Wealthcare LLC
North Carolina
$13M -$572K -23,282 -4%
GGS
41
Galvin Gaustad & Stein
Arizona
$12.1M +$1.85M +75,278 +18%
HA
42
HC Advisors
Georgia
$11.8M +$869K +35,380 +8%
BCI
43
Brinker Capital Investments
Pennsylvania
$11.7M +$4.24M +172,472 +57%
KWM
44
Kingsview Wealth Management
Oregon
$11.4M -$695K -28,268 -6%
Franklin Resources
45
Franklin Resources
California
$10.4M +$492K +20,022 +5%
Creative Planning
46
Creative Planning
Kansas
$9.02M -$971K -39,530 -10%
AssetMark Inc
47
AssetMark Inc
California
$8.72M -$539K -21,918 -6%
CW
48
CreativeOne Wealth
Kansas
$8.65M +$424K +17,254 +5%
SWA
49
Stratos Wealth Advisors
Ohio
$8.46M +$6.89M +280,224 +437%
SP
50
SWS Partners
Ohio
$8.19M +$8.19M +333,224 New
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