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Schwab Intermediately-Term US Treasury ETF
SCHR

Overview Fund Activity

320 hedge funds and large institutions have $6.32B invested in Schwab Intermediately-Term US Treasury ETF in 2022 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 107 increasing their positions, 121 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
320
Holders Change
+2
Holders Change %
+0.63%
% of All Funds
5.41%
Holding in Top 10
24
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+20%
% of All Funds
0.41%
New
43
Increased
107
Reduced
121
Closed
38
Calls
$382K
Puts
–
Net Calls
+$382K
Net Calls Change
+$382K

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$3.84B
2
Jane Street
2
Jane Street
New York
$112M
3
Ameriprise
3
Ameriprise
Minnesota
$94.6M
4
CWA
4
Cornerstone Wealth Advisors
Minnesota
$27M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$300M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$540M
2
MIM
2
Morningstar Investment Management
Illinois
$32.2M
3
5L
3
55I LLC
Massachusetts
$0
4
VA
4
Verdad Advisers
Massachusetts
$0
5
AssetMark Inc
5
AssetMark Inc
California
$9.72M
Name Holding Trade Value Shares
Change 		Shares
Change %
BSW
51
Buckingham Strategic Wealth
Missouri
$7.27M -$4.47M -173,152 -38%
ML
52
McAdam LLC
Pennsylvania
$7.21M -$2.41M -93,226 -25%
HGWM
53
Harvest Group Wealth Management
Massachusetts
$7.1M +$85.8K +3,270 +1%
OCG
54
Opus Capital Group
Ohio
$6.72M +$895K +34,696 +15%
AA
55
Advisory Alpha
Michigan
$6.53M -$324K -12,544 -5%
Cambridge Investment Research Advisors
56
Cambridge Investment Research Advisors
Iowa
$5.92M -$561K -21,738 -9%
LPL Financial
57
LPL Financial
California
$5.82M +$162K +6,292 +3%
OPWM
58
Oakwell Private Wealth Management
Texas
$5.72M -$204K -7,912 -3%
CA
59
Cetera Advisors
Colorado
$5.5M -$298K -11,540 -5%
Wells Fargo
60
Wells Fargo
California
$5.43M +$340K +13,162 +7%
FNT
61
First National Trust
Pennsylvania
$5.41M +$1.16M +44,898 +27%
PAS
62
Park Avenue Securities
New York
$5.23M +$816K +31,646 +18%
PCM
63
Passive Capital Management
Maryland
$4.8M +$756K +29,320 +19%
DF
64
Donoghue Forlines
Massachusetts
$4.57M -$2.17M -84,156 -32%
SWM
65
Spire Wealth Management
Virginia
$4.56M -$437K -16,952 -9%
CWP
66
Concord Wealth Partners
Virginia
$4.53M -$214K -8,276 -5%
RWM
67
RKL Wealth Management
Pennsylvania
$4.32M +$21.1K +816 +0.5%
DI
68
Diligent Investors
California
$4.29M -$193K -7,480 -4%
CFGS
69
Concourse Financial Group Securities
Alabama
$4.28M +$1.12M +43,450 +35%
HI
70
Hendershot Investments
Virginia
$3.99M +$201K +7,784 +5%
WWM
71
WT Wealth Management
Arizona
$3.97M -$1.6M -62,138 -29%
RF
72
RHS Financial
California
$3.71M +$479K +18,582 +15%
HF
73
HRT Financial
New York
$3.58M +$2.27M +87,850 +173%
NCM
74
Northwest Capital Management
Oregon
$3.43M +$454K +17,612 +15%
WAM
75
WNY Asset Management
New York
$3.41M -$173K -6,672 -5%
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