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Schwab Intermediately-Term US Treasury ETF
SCHR

Overview Fund Activity

357 hedge funds and large institutions have $6.65B invested in Schwab Intermediately-Term US Treasury ETF in 2022 Q4 according to their latest regulatory filings, with 72 funds opening new positions, 100 increasing their positions, 140 reducing their positions, and 41 closing their positions.

Holders
357
Holders Change
+27
Holders Change %
+8.18%
% of All Funds
5.76%
Holding in Top 10
28
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+7.69%
% of All Funds
0.45%
New
72
Increased
100
Reduced
140
Closed
41
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$105M
2
Ameriprise
2
Ameriprise
Minnesota
$115M
3
Morgan Stanley
3
Morgan Stanley
New York
$35.7M
4
GP
4
Greenline Partners
New York
$18.2M
5
KL
5
KilterHowling LLC
Colorado
$14.4M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$502M
2
CSIA
2
Charles Schwab Investment Advisory
California
$3.78B
3
FTUS
3
Flow Traders U.S.
New York
$889K
4
MAM
4
Madison Asset Management
Wisconsin
$40.4M
5
Charles Schwab
5
Charles Schwab
California
$28.6M
Name Market Value Shares Shares
Change 		Shares
Change %
CW
51
CreativeOne Wealth
Kansas
$8.9M 180,819 +4,831 +3%
Creative Planning
52
Creative Planning
Kansas
$8.71M 177,011 -6,533 -4%
SAMC
53
Spectrum Asset Management (California)
California
$8.62M 175,146 +167,066 +2,068%
SP
54
SWS Partners
Ohio
$7.88M 160,061 -6,551 -4%
Bank of Montreal
55
Bank of Montreal
Ontario, Canada
$7.33M 147,520 +684 +0.5%
AFG
56
Altiora Financial Group
Ohio
$7.32M 148,753 +148,753 New
CA
57
Cetera Advisors
Colorado
$7.29M 148,089 +37,624 +34%
FC
58
Financial Consulate
Maryland
$7.05M 143,256 -17,067 -11%
MBFW
59
Morton Brown Family Wealth
Pennsylvania
$6.76M 137,340 -4,963 -3%
HGWM
60
Harvest Group Wealth Management
Massachusetts
$6.75M 137,086 -1,087 -0.8%
DC
61
Davenport & Co
Virginia
$6.65M 134,984 -2,798 -2%
MFGM
62
Marshall Financial Group (Maryland)
Maryland
$6.32M 128,329 +128,329 New
IWC
63
Integrated Wealth Concepts
Massachusetts
$5.69M 115,650 +1,470 +1%
OPWM
64
Oakwell Private Wealth Management
Texas
$5.4M 109,593 +911 +0.8%
DF
65
Donoghue Forlines
Massachusetts
$5.34M 108,556 -12,286 -10%
MM
66
Meridian Management
Arkansas
$5.24M 106,479 +106,479 New
Cambridge Investment Research Advisors
67
Cambridge Investment Research Advisors
Iowa
$5.15M 104,674 -5,885 -5%
AA
68
Advisory Alpha
Michigan
$4.6M 93,471 -21,368 -19%
PCM
69
Passive Capital Management
Maryland
$4.37M 88,725 -1,244 -1%
Janney Montgomery Scott
70
Janney Montgomery Scott
Pennsylvania
$4.26M 86,615 +3,927 +5%
SWM
71
SeaCrest Wealth Management
New York
$4.15M 84,253 -3,535 -4%
AF
72
Allworth Financial
California
$4.13M 83,841 +39,036 +87%
HI
73
Hendershot Investments
Virginia
$3.97M 80,649 -1,755 -2%
DI
74
Diligent Investors
California
$3.92M 79,658 -1,692 -2%
RWM
75
RKL Wealth Management
Pennsylvania
$3.91M 79,505 -2,044 -3%
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3
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