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Schwab Intermediately-Term US Treasury ETF
SCHR

Overview Fund Activity

369 hedge funds and large institutions have $6.32B invested in Schwab Intermediately-Term US Treasury ETF in 2023 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 131 increasing their positions, 125 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
369
Holders Change
+12
Holders Change %
+3.36%
% of All Funds
5.91%
Holding in Top 10
26
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-7.14%
% of All Funds
0.42%
New
56
Increased
131
Reduced
125
Closed
37
Calls
$353K
Puts
$1.6M
Net Calls
-$1.25M
Net Calls Change
-$1.25M

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$432M
2
AssetMark Inc
2
AssetMark Inc
California
$44.1M
3
MIM
3
Morningstar Investment Management
Illinois
$47.1M
4
TCM
4
Tradewinds Capital Management
Washington
$13.8M
5
Jane Street
5
Jane Street
New York
$46.5M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$15.4M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$242M
3
MAM
3
Madison Asset Management
Wisconsin
$9.74M
4
YAL
4
Your Advocates Ltd
Texas
$7.33M
5
KL
5
KilterHowling LLC
Colorado
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
NYLIM
26
New York Life Investment Management
New York
$19.1M +$2.34M +92,634 +14%
Creative Planning
27
Creative Planning
Kansas
$18.4M +$9.49M +376,384 +106%
FCA
28
FLC Capital Advisors
California
$18.4M -$779K -30,876 -4%
TI
29
Tidal Investments
Wisconsin
$17.8M +$2.74M +108,826 +18%
RCA
30
Resonant Capital Advisors
Wisconsin
$17.7M +$1.41M +55,796 +9%
GGS
31
Galvin Gaustad & Stein
Arizona
$17.3M +$3.69M +146,508 +27%
WCF
32
West Coast Financial
California
$17M +$598K +23,718 +4%
ACM
33
AlphaStar Capital Management
North Carolina
$15.9M +$6.6M +261,898 +71%
MIS
34
Morningstar Investment Services
Illinois
$15.6M -$606K -24,120 -4%
LPL Financial
35
LPL Financial
California
$15.4M -$486M -19,285,074 -97%
SFA
36
Sequoia Financial Advisors
Ohio
$15.3M -$983K -38,988 -6%
TCM
37
Tradewinds Capital Management
Washington
$13.8M +$13.8M +545,440 New
LW
38
Libra Wealth
California
$13.7M +$64.2K +2,546 +0.5%
Franklin Resources
39
Franklin Resources
California
$13M +$1.09M +43,070 +9%
BWL
40
Beacon Wealthcare LLC
North Carolina
$12.7M +$307K +12,186 +2%
Osaic Holdings
41
Osaic Holdings
Arizona
$11.7M -$450K -17,858 -4%
BFG
42
Bouchey Financial Group
New York
$11.7M +$1.47M +58,448 +14%
HA
43
HC Advisors
Georgia
$11.5M +$8.47K +336 +0.1%
KWM
44
Kingsview Wealth Management
Oregon
$10.9M -$480K -19,026 -4%
BCI
45
Brinker Capital Investments
Pennsylvania
$10.1M -$1.78M -70,540 -15%
OPS
46
Orion Portfolio Solutions
Nebraska
$10.1M +$10.1M +402,062 New
FNT
47
First National Trust
Pennsylvania
$10M +$752K +29,818 +8%
MFGM
48
Marshall Financial Group (Maryland)
Maryland
$9.94M +$3.46M +137,358 +54%
MPWT
49
MassMutual Private Wealth & Trust
Connecticut
$9.9M +$9.9M +392,576 New
MAM
50
Madison Asset Management
Wisconsin
$9.74M -$31.7M -1,256,478 -76%
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