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Schwab Intermediately-Term US Treasury ETF
SCHR

Overview Fund Activity

390 hedge funds and large institutions have $6.85B invested in Schwab Intermediately-Term US Treasury ETF in 2023 Q4 according to their latest regulatory filings, with 71 funds opening new positions, 139 increasing their positions, 123 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
390
Holders Change
+22
Holders Change %
+5.98%
% of All Funds
5.72%
Holding in Top 10
28
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+27.27%
% of All Funds
0.41%
New
71
Increased
139
Reduced
123
Closed
46
Calls
$164K
Puts
$154K
Net Calls
+$10K
Net Calls Change
-$96K

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
$3.95B
2
PSP
Pacific Sage Partners
Washington
$61.3M
3
BB
Busey Bank
Illinois
$32.1M
4
TNA
True North Advisors
Texas
$26.8M
5
CA
Crane Advisory
California
$22.8M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$91.3M
2
AssetMark Inc
AssetMark Inc
California
$0
3
Bank of America
Bank of America
North Carolina
$25.6M
4
TI
Tidal Investments
Wisconsin
$0
5
Jane Street
Jane Street
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
26
Bank of America
North Carolina
$25.6M -$21M -844,880 -45%
CA
27
Clearstead Advisors
Ohio
$25.3M +$2.29M +92,030 +10%
FCA
28
FLC Capital Advisors
California
$24.6M +$6M +241,522 +32%
AWE
29
Avidian Wealth Enterprises
Texas
$24.5M +$1.66M +66,716 +7%
YAL
30
Your Advocates Ltd
Texas
$24.3M +$15.1M +607,394 +164%
FM
31
Foster & Motley
Ohio
$23.6M -$569K -22,886 -2%
CA
32
Crane Advisory
California
$22.8M +$22.8M +922,346 New
WFA
33
WestHill Financial Advisors
California
$22M -$815K -32,792 -4%
GGS
34
Galvin Gaustad & Stein
Arizona
$21.4M +$746K +30,010 +4%
GP
35
Greenline Partners
New York
$20M -$1.29M -51,744 -6%
BFG
36
Bouchey Financial Group
New York
$19M +$8.21M +330,250 +76%
FNT
37
First National Trust
Pennsylvania
$18.8M +$4.31M +173,320 +30%
BWL
38
Beacon Wealthcare LLC
North Carolina
$18.8M +$5.52M +222,102 +42%
WCF
39
West Coast Financial
California
$18.8M +$2.93M +117,976 +18%
FCI
40
Financial Counselors Inc
Kansas
$18.6M -$2.71M -108,986 -13%
LSAG
41
Lake Street Advisors Group
New Hampshire
$17.2M -$3.17M -127,574 -16%
MPWT
42
MassMutual Private Wealth & Trust
Connecticut
$16.4M -$1.51M -60,672 -8%
HA
43
HC Advisors
Georgia
$15.2M +$2.79M +112,208 +22%
Charles Schwab
44
Charles Schwab
California
$15.1M -$349K -14,026 -2%
ACM
45
AlphaStar Capital Management
North Carolina
$14.9M -$235K -9,464 -2%
TWM
46
Tradition Wealth Management
Minnesota
$14.9M +$5.25M +211,032 +54%
LPL Financial
47
LPL Financial
California
$14.5M -$1.9M -76,432 -12%
IDA
48
Intelligence Driven Advisers
California
$14.2M -$606K -24,336 -4%
BlackRock
49
BlackRock
New York
$13.5M +$2.54M +101,984 +23%
Wells Fargo
50
Wells Fargo
California
$13.3M +$7.78M +312,906 +141%
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