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Schwab Intermediately-Term US Treasury ETF
SCHR

Overview Fund Activity

369 hedge funds and large institutions have $6.32B invested in Schwab Intermediately-Term US Treasury ETF in 2023 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 131 increasing their positions, 125 reducing their positions, and 37 closing their positions.

Holders
369
Holders Change
+12
Holders Change %
+3.36%
% of All Funds
5.91%
Holding in Top 10
26
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-7.14%
% of All Funds
0.42%
New
56
Increased
131
Reduced
125
Closed
37
Calls
$353K
Puts
$1.6M
Net Calls
-$1.25M
Net Calls Change
-$1.25M

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$432M
2
AssetMark Inc
2
AssetMark Inc
California
$44.1M
3
MIM
3
Morningstar Investment Management
Illinois
$47.1M
4
TCM
4
Tradewinds Capital Management
Washington
$13.8M
5
Jane Street
5
Jane Street
New York
$46.5M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$15.4M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$242M
3
MAM
3
Madison Asset Management
Wisconsin
$9.74M
4
YAL
4
Your Advocates Ltd
Texas
$7.33M
5
KL
5
KilterHowling LLC
Colorado
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CW
51
CreativeOne Wealth
Kansas
$9.66M +$539K +21,382 +6%
HGWM
52
Harvest Group Wealth Management
Massachusetts
$8.56M +$1.65M +65,418 +24%
CA
53
Cetera Advisors
Colorado
$8.3M +$832K +33,008 +11%
AFG
54
Altiora Financial Group
Ohio
$8.03M +$528K +20,950 +7%
SP
55
SWS Partners
Ohio
$7.97M -$103K -4,092 -1%
Bank of Montreal
56
Bank of Montreal
Ontario, Canada
$7.75M +$306K +12,118 +4%
MBFW
57
Morton Brown Family Wealth
Pennsylvania
$7.68M +$751K +29,794 +11%
YAL
58
Your Advocates Ltd
Texas
$7.33M -$29.2M -1,158,736 -80%
DC
59
Davenport & Co
Virginia
$7.21M +$407K +16,136 +6%
FTUS
60
Flow Traders U.S.
New York
$6.49M +$5.58M +221,396 +613%
MM
61
Meridian Management
Arkansas
$6.26M +$891K +35,346 +17%
ML
62
McAdam LLC
Pennsylvania
$6.24M -$3.1M -123,008 -33%
SFO
63
Stokes Family Office
Louisiana
$6.16M +$6.16M +244,366 New
LWM
64
Liberty Wealth Management
California
$5.99M +$5.99M +239,948 New
Wells Fargo
65
Wells Fargo
California
$5.8M -$6.58M -260,788 -53%
OPWM
66
Oakwell Private Wealth Management
Texas
$5.6M +$70.1K +2,780 +1%
Cambridge Investment Research Advisors
67
Cambridge Investment Research Advisors
Iowa
$5.59M +$313K +12,394 +6%
AA
68
Advisory Alpha
Michigan
$5.17M +$460K +18,254 +10%
KFS
69
Kaizen Financial Strategies
California
$4.83M +$1.58M +62,724 +49%
OCG
70
Opus Capital Group
Ohio
$4.36M +$3.5M +138,996 +412%
PCM
71
Passive Capital Management
Maryland
$4.35M -$125K -4,972 -3%
HI
72
Hendershot Investments
Virginia
$4.28M +$213K +8,434 +5%
SWM
73
SeaCrest Wealth Management
New York
$4.23M -$18.1K -718 -0.4%
IA
74
Inspire Advisors
Idaho
$4.13M +$163K +6,460 +4%
SWM
75
Spire Wealth Management
Virginia
$4.12M +$2.36M +93,578 +134%
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