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Schwab Intermediately-Term US Treasury ETF
SCHR

Overview Fund Activity

368 hedge funds and large institutions have $6.42B invested in Schwab Intermediately-Term US Treasury ETF in 2023 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 160 increasing their positions, 103 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
368
Holders Change
+7
Holders Change %
+1.94%
% of All Funds
5.87%
Holding in Top 10
22
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.35%
New
50
Increased
160
Reduced
103
Closed
40
Calls
$307K
Puts
$201K
Net Calls
+$106K
Net Calls Change
-$303K

Top Buyers

1
Creative Planning
1
Creative Planning
Kansas
$77M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$495M
3
AssetMark Inc
3
AssetMark Inc
California
$30.7M
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$48.5M
5
Ameriprise
5
Ameriprise
Minnesota
$171M

Top Sellers

1
TCM
1
Tradewinds Capital Management
Washington
$51.8K
2
HP
2
Hilltop Partners
Indiana
$3.26M
3
Charles Schwab
3
Charles Schwab
California
$14.9M
4
CSIA
4
Charles Schwab Investment Advisory
California
$3.7B
5
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$628K
Name Holding Trade Value Shares
Change 		Shares
Change %
MIM
51
Morningstar Investment Management
Illinois
$10.6M -$3.5M -146,048 -25%
MFGM
52
Marshall Financial Group (Maryland)
Maryland
$10.5M -$31.9K -1,330 -0.3%
BFG
53
Bouchey Financial Group
New York
$10.4M -$2.69M -112,052 -20%
TI
54
Tidal Investments
Wisconsin
$10.4M +$10.4M +432,354 New
KWM
55
Kingsview Wealth Management
Oregon
$9.79M -$239K -9,952 -2%
Jane Street
56
Jane Street
New York
$9.55M +$2.43M +101,466 +34%
TWM
57
Tradition Wealth Management
Minnesota
$9.29M +$4.16M +173,690 +81%
CA
58
Cetera Advisors
Colorado
$8.95M +$486K +20,282 +6%
YAL
59
Your Advocates Ltd
Texas
$8.89M +$861K +35,914 +11%
MBFW
60
Morton Brown Family Wealth
Pennsylvania
$8.34M +$425K +17,714 +5%
SP
61
SWS Partners
Ohio
$8.13M +$398K +16,618 +5%
Bank of Montreal
62
Bank of Montreal
Ontario, Canada
$8.08M +$108K +4,444 +1%
GS
63
GTS Securities
New York
$7.67M +$7.67M +319,852 New
ML
64
McAdam LLC
Pennsylvania
$7.64M -$73K -3,046 -0.9%
VA
65
Vident Advisory
Georgia
$7.52M +$7.52M +313,570 New
ULWM
66
Upper Left Wealth Management
Florida
$6.3M +$6.3M +262,988 New
HighTower Advisors
67
HighTower Advisors
Illinois
$6.27M +$2.91M +121,456 +87%
CW
68
CreativeOne Wealth
Kansas
$6.21M -$198K -8,270 -3%
UBS Group
69
UBS Group
Switzerland
$5.96M +$3.15M +131,208 +112%
MM
70
Meridian Management
Arkansas
$5.81M +$59.9K +2,498 +1%
Mariner
71
Mariner
Kansas
$5.78M +$2.48M +103,614 +75%
Janney Montgomery Scott
72
Janney Montgomery Scott
Pennsylvania
$5.61M +$867K +36,170 +18%
LA
73
LexAurum Advisors
Kansas
$5.58M +$5.58M +232,924 New
LW
74
Libra Wealth
California
$5.56M -$6.27M -261,472 -53%
AA
75
Advisory Alpha
Michigan
$5.54M -$287K -11,982 -5%
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