SCHR icon

Schwab Intermediately-Term US Treasury ETF
SCHR

Overview Fund Activity

361 hedge funds and large institutions have $6.32B invested in Schwab Intermediately-Term US Treasury ETF in 2023 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 168 increasing their positions, 99 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
361
Holders Change
-8
Holders Change %
-2.17%
% of All Funds
5.69%
Holding in Top 10
22
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-15.38%
% of All Funds
0.35%
New
43
Increased
168
Reduced
99
Closed
49
Calls
$601K
Puts
$192K
Net Calls
+$409K
Net Calls Change
+$1.66M

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$477M
2
CSIA
2
Charles Schwab Investment Advisory
California
$3.82B
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$265M
4
Ameriprise
4
Ameriprise
Minnesota
$147M
5
Bank of America
5
Bank of America
North Carolina
$39.2M

Top Sellers

1
AssetMark Inc
1
AssetMark Inc
California
$4.14K
2
Jane Street
2
Jane Street
New York
$7.31M
3
MIM
3
Morningstar Investment Management
Illinois
$14.5M
4
NYLIM
4
New York Life Investment Management
New York
$0
5
TI
5
Tidal Investments
Wisconsin
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MPWT
51
MassMutual Private Wealth & Trust
Connecticut
$10.5M +$801K +32,520 +8%
KWM
52
Kingsview Wealth Management
Oregon
$10.3M -$298K -12,078 -3%
SFO
53
Stokes Family Office
Louisiana
$10M +$4.01M +162,632 +67%
CA
54
Cetera Advisors
Colorado
$8.7M +$589K +23,916 +7%
YAL
55
Your Advocates Ltd
Texas
$8.26M +$1.09M +44,394 +15%
Bank of Montreal
56
Bank of Montreal
Ontario, Canada
$8.21M +$548K +21,952 +7%
MBFW
57
Morton Brown Family Wealth
Pennsylvania
$8.14M +$637K +25,866 +8%
SP
58
SWS Partners
Ohio
$7.95M +$159K +6,462 +2%
ML
59
McAdam LLC
Pennsylvania
$7.93M +$1.83M +74,324 +30%
AFG
60
Altiora Financial Group
Ohio
$7.79M -$58.9K -2,392 -0.8%
Thrivent Financial for Lutherans
61
Thrivent Financial for Lutherans
Minnesota
$7.74M +$7.74M +314,406 New
Jane Street
62
Jane Street
New York
$7.31M -$38.1M -1,546,518 -84%
FTUS
63
Flow Traders U.S.
New York
$7.07M +$725K +29,402 +11%
CW
64
CreativeOne Wealth
Kansas
$6.58M -$2.86M -115,888 -30%
Wells Fargo
65
Wells Fargo
California
$6.12M +$459K +18,632 +8%
AA
66
Advisory Alpha
Michigan
$5.99M +$930K +37,760 +18%
MM
67
Meridian Management
Arkansas
$5.91M -$211K -8,580 -3%
OPWM
68
Oakwell Private Wealth Management
Texas
$5.65M +$176K +7,160 +3%
Cambridge Investment Research Advisors
69
Cambridge Investment Research Advisors
Iowa
$5.32M -$148K -6,004 -3%
TWM
70
Tradition Wealth Management
Minnesota
$5.27M +$5.19M +210,676 +6,889%
IA
71
Inspire Advisors
Idaho
$5.11M +$1.08M +43,668 +27%
KFS
72
Kaizen Financial Strategies
California
$4.99M +$273K +11,094 +6%
Janney Montgomery Scott
73
Janney Montgomery Scott
Pennsylvania
$4.88M +$861K +34,962 +21%
BlackRock
74
BlackRock
New York
$4.53M +$4.53M +183,788 +95,723%
HI
75
Hendershot Investments
Virginia
$4.26M +$82.5K +3,348 +2%
1 2
3
4 5