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Schwab Intermediately-Term US Treasury ETF
SCHR

Overview Fund Activity

357 hedge funds and large institutions have $6.65B invested in Schwab Intermediately-Term US Treasury ETF in 2022 Q4 according to their latest regulatory filings, with 72 funds opening new positions, 100 increasing their positions, 140 reducing their positions, and 41 closing their positions.

Holders
357
Holders Change
+27
Holders Change %
+8.18%
% of All Funds
5.76%
Holding in Top 10
28
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+7.69%
% of All Funds
0.45%
New
72
Increased
100
Reduced
140
Closed
41
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$105M
2
Ameriprise
2
Ameriprise
Minnesota
$115M
3
Morgan Stanley
3
Morgan Stanley
New York
$35.7M
4
GP
4
Greenline Partners
New York
$18.2M
5
KL
5
KilterHowling LLC
Colorado
$14.4M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$502M
2
CSIA
2
Charles Schwab Investment Advisory
California
$3.78B
3
FTUS
3
Flow Traders U.S.
New York
$889K
4
MAM
4
Madison Asset Management
Wisconsin
$40.4M
5
Charles Schwab
5
Charles Schwab
California
$28.6M
Name Market Value Shares Shares
Change 		Shares
Change %
LSAG
26
Lake Street Advisors Group
New Hampshire
$18.7M 759,674 -77,266 -9%
FCA
27
FLC Capital Advisors
California
$18.7M 759,384 +223,000 +42%
GP
28
Greenline Partners
New York
$18.2M 739,420 +735,028 +16,736%
NYLIM
29
New York Life Investment Management
New York
$16.4M 666,352 -155,650 -19%
MIS
30
Morningstar Investment Services
Illinois
$16M 646,126 -15,116 -2%
WCF
31
West Coast Financial
California
$16M 648,880 -24,308 -4%
SFA
32
Sequoia Financial Advisors
Ohio
$15.9M 646,538 -48,308 -7%
RCA
33
Resonant Capital Advisors
Wisconsin
$15.9M 644,968 +53,582 +9%
TI
34
Tidal Investments
Wisconsin
$14.7M 598,666 -363,462 -38%
KL
35
KilterHowling LLC
Colorado
$14.4M 585,626 +585,626 New
LW
36
Libra Wealth
California
$13.3M 540,888 +4,528 +0.8%
GGS
37
Galvin Gaustad & Stein
Arizona
$13.3M 539,604 +45,376 +9%
Thrivent Financial for Lutherans
38
Thrivent Financial for Lutherans
Minnesota
$13.2M 536,426 -66,408 -11%
BWL
39
Beacon Wealthcare LLC
North Carolina
$12.1M 490,772 -40,090 -8%
Wells Fargo
40
Wells Fargo
California
$12.1M 490,696 -142,538 -23%
Osaic Holdings
41
Osaic Holdings
Arizona
$11.9M 483,708 -111,300 -19%
BCI
42
Brinker Capital Investments
Pennsylvania
$11.6M 472,602 -3,668 -0.8%
Franklin Resources
43
Franklin Resources
California
$11.6M 472,428 +50,290 +12%
HA
44
HC Advisors
Georgia
$11.2M 454,698 -26,752 -6%
KWM
45
Kingsview Wealth Management
Oregon
$11.1M 449,358 -12,722 -3%
ML
46
McAdam LLC
Pennsylvania
$10.4M 370,424 +101,316 +38%
BFG
47
Bouchey Financial Group
New York
$9.99M 405,934 +405,934 New
ACM
48
AlphaStar Capital Management
North Carolina
$9.12M 370,600 +370,600 New
FNT
49
First National Trust
Pennsylvania
$9.07M 368,420 +135,360 +58%
PWM
50
Perigon Wealth Management
California
$9M 365,554 +98,000 +37%
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