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Schwab Intermediately-Term US Treasury ETF
SCHR

Overview Fund Activity

368 hedge funds and large institutions have $6.42B invested in Schwab Intermediately-Term US Treasury ETF in 2023 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 160 increasing their positions, 103 reducing their positions, and 40 closing their positions.

Holders
368
Holders Change
+7
Holders Change %
+1.94%
% of All Funds
5.87%
Holding in Top 10
22
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.35%
New
50
Increased
160
Reduced
103
Closed
40
Calls
$307K
Puts
$201K
Net Calls
+$106K
Net Calls Change
-$303K

Top Buyers

1
Creative Planning
1
Creative Planning
Kansas
$77M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$495M
3
AssetMark Inc
3
AssetMark Inc
California
$30.7M
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$48.5M
5
Ameriprise
5
Ameriprise
Minnesota
$171M

Top Sellers

1
TCM
1
Tradewinds Capital Management
Washington
$51.8K
2
HP
2
Hilltop Partners
Indiana
$3.26M
3
Charles Schwab
3
Charles Schwab
California
$14.9M
4
CSIA
4
Charles Schwab Investment Advisory
California
$3.7B
5
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$628K
Name Holding Trade Value Shares
Change 		Shares
Change %
GP
26
Greenline Partners
New York
$20.5M +$1.31M +54,792 +7%
FCI
27
Financial Counselors Inc
Kansas
$20.5M +$20.5M +855,304 New
GGS
28
Galvin Gaustad & Stein
Arizona
$19.9M +$1.38M +57,486 +7%
LSAG
29
Lake Street Advisors Group
New Hampshire
$19.7M +$169K +7,046 +0.9%
MIS
30
Morningstar Investment Services
Illinois
$18.8M +$71.9K +3,000 +0.4%
FCA
31
FLC Capital Advisors
California
$17.9M -$62.8K -2,622 -0.3%
MPWT
32
MassMutual Private Wealth & Trust
Connecticut
$17.2M +$7.05M +294,204 +69%
LPL Financial
33
LPL Financial
California
$15.8M +$589K +24,574 +4%
WCF
34
West Coast Financial
California
$15.3M +$7.58K +316 +0%
Charles Schwab
35
Charles Schwab
California
$14.9M -$11.6M -484,292 -44%
ACM
36
AlphaStar Capital Management
North Carolina
$14.6M -$1.07M -44,556 -7%
IDA
37
Intelligence Driven Advisers
California
$14.2M +$1.11M +46,646 +9%
FNT
38
First National Trust
Pennsylvania
$14M +$3.32M +138,500 +31%
KAS
39
Kestra Advisory Services
Texas
$13.3M +$1.64M +68,510 +14%
SFA
40
Sequoia Financial Advisors
Ohio
$13.1M -$368K -15,342 -3%
BWL
41
Beacon Wealthcare LLC
North Carolina
$12.8M +$250K +10,450 +2%
Osaic Holdings
42
Osaic Holdings
Arizona
$12.5M +$946K +39,472 +8%
OPS
43
Orion Portfolio Solutions
Nebraska
$12.5M +$1.07M +44,820 +9%
BCI
44
Brinker Capital Investments
Pennsylvania
$12.5M +$1.07M +44,820 +9%
Franklin Resources
45
Franklin Resources
California
$12.5M -$1.47M -61,128 -11%
HA
46
HC Advisors
Georgia
$12M +$1.78M +74,444 +17%
AF
47
Allworth Financial
California
$12M +$8.22M +343,006 +218%
DC
48
Davenport & Co
Virginia
$11.8M +$1.16M +48,230 +11%
SFO
49
Stokes Family Office
Louisiana
$10.7M +$961K +40,096 +10%
BlackRock
50
BlackRock
New York
$10.6M +$6.2M +258,756 +141%
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