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Schwab Intermediately-Term US Treasury ETF
SCHR

Overview Fund Activity

361 hedge funds and large institutions have $6.32B invested in Schwab Intermediately-Term US Treasury ETF in 2023 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 168 increasing their positions, 99 reducing their positions, and 49 closing their positions.

Holders
361
Holders Change
-8
Holders Change %
-2.17%
% of All Funds
5.69%
Holding in Top 10
22
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-15.38%
% of All Funds
0.35%
New
43
Increased
168
Reduced
99
Closed
49
Calls
$601K
Puts
$192K
Net Calls
+$409K
Net Calls Change
+$1.66M

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$477M
2
CSIA
2
Charles Schwab Investment Advisory
California
$3.82B
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$265M
4
Ameriprise
4
Ameriprise
Minnesota
$147M
5
Bank of America
5
Bank of America
North Carolina
$39.2M

Top Sellers

1
AssetMark Inc
1
AssetMark Inc
California
$4.14K
2
Jane Street
2
Jane Street
New York
$7.31M
3
MIM
3
Morningstar Investment Management
Illinois
$14.5M
4
NYLIM
4
New York Life Investment Management
New York
$0
5
TI
5
Tidal Investments
Wisconsin
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FCA
26
FLC Capital Advisors
California
$18.5M +$551K +22,368 +3%
Creative Planning
27
Creative Planning
Kansas
$17.7M -$345K -14,002 -2%
AWE
28
Avidian Wealth Enterprises
Texas
$16.9M -$2.97M -120,368 -15%
ACM
29
AlphaStar Capital Management
North Carolina
$16.1M +$553K +22,444 +4%
WCF
30
West Coast Financial
California
$15.7M -$860K -34,922 -5%
LPL Financial
31
LPL Financial
California
$15.7M +$593K +24,074 +4%
HP
32
Hilltop Partners
Indiana
$15.3M +$12.1M +491,168 +380%
MIM
33
Morningstar Investment Management
Illinois
$14.5M -$31.5M -1,279,766 -68%
Franklin Resources
34
Franklin Resources
California
$14.3M +$1.62M +65,798 +13%
SFA
35
Sequoia Financial Advisors
Ohio
$13.8M -$1.16M -47,124 -8%
BFG
36
Bouchey Financial Group
New York
$13.5M +$2.04M +82,942 +18%
IDA
37
Intelligence Driven Advisers
California
$13.3M +$13.3M +548,706 New
BWL
38
Beacon Wealthcare LLC
North Carolina
$12.9M +$506K +20,524 +4%
TCM
39
Tradewinds Capital Management
Washington
$12.9M -$571K -23,166 -4%
LW
40
Libra Wealth
California
$12.2M -$1.24M -50,178 -9%
KAS
41
Kestra Advisory Services
Texas
$12M +$8.79M +356,720 +276%
Osaic Holdings
42
Osaic Holdings
Arizona
$11.9M +$430K +17,440 +4%
OPS
43
Orion Portfolio Solutions
Nebraska
$11.8M +$1.87M +75,728 +19%
BCI
44
Brinker Capital Investments
Pennsylvania
$11.8M +$1.87M +75,728 +19%
FNT
45
First National Trust
Pennsylvania
$11M +$1.15M +46,528 +12%
DC
46
Davenport & Co
Virginia
$10.9M +$3.86M +156,858 +55%
MFGM
47
Marshall Financial Group (Maryland)
Maryland
$10.8M +$1.11M +45,240 +11%
CA
48
Clearstead Advisors
Ohio
$10.6M +$10.6M +430,140 New
HA
49
HC Advisors
Georgia
$10.5M -$704K -28,588 -6%
VIA
50
Vident Investment Advisory
Georgia
$10.5M +$8.51M +345,356 +426%
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