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Schwab Intermediately-Term US Treasury ETF
SCHR

Overview Fund Activity

390 hedge funds and large institutions have $6.85B invested in Schwab Intermediately-Term US Treasury ETF in 2023 Q4 according to their latest regulatory filings, with 71 funds opening new positions, 139 increasing their positions, 123 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
390
Holders Change
+22
Holders Change %
+5.98%
% of All Funds
5.72%
Holding in Top 10
28
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+27.27%
% of All Funds
0.41%
New
71
Increased
139
Reduced
123
Closed
46
Calls
$164K
Puts
$154K
Net Calls
+$10K
Net Calls Change
-$96K

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
$3.95B
2
PSP
Pacific Sage Partners
Washington
$61.3M
3
BB
Busey Bank
Illinois
$32.1M
4
TNA
True North Advisors
Texas
$26.8M
5
CA
Crane Advisory
California
$22.8M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$91.3M
2
AssetMark Inc
AssetMark Inc
California
$0
3
Bank of America
Bank of America
North Carolina
$25.6M
4
TI
Tidal Investments
Wisconsin
$0
5
Jane Street
Jane Street
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SFA
51
Sequoia Financial Advisors
Ohio
$12.8M -$714K -28,708 -5%
DC
52
Davenport & Co
Virginia
$12.7M +$483K +19,444 +4%
BCI
53
Brinker Capital Investments
Pennsylvania
$11.6M -$1.29M -52,168 -10%
OPS
54
Orion Portfolio Solutions
Nebraska
$11.6M -$1.29M -52,168 -10%
SFO
55
Stokes Family Office
Louisiana
$11.5M +$388K +15,608 +3%
MFGM
56
Marshall Financial Group (Maryland)
Maryland
$11.4M +$481K +19,330 +4%
AFG
57
Altiora Financial Group
Ohio
$11.2M +$7.23M +290,674 +180%
Franklin Resources
58
Franklin Resources
California
$10.8M -$2.11M -84,868 -16%
G
59
GenTrust
Florida
$10.3M +$10.3M +414,822 New
SP
60
SWS Partners
Ohio
$9.88M +$1.45M +58,224 +17%
MBFW
61
Morton Brown Family Wealth
Pennsylvania
$9.14M +$490K +19,706 +6%
KWM
62
Kingsview Wealth Management
Oregon
$8.97M -$1.18M -47,574 -12%
MIM
63
Morningstar Investment Management
Illinois
$8.73M -$2.27M -91,250 -21%
CA
64
Cetera Advisors
Colorado
$8.55M -$734K -29,520 -8%
ML
65
McAdam LLC
Pennsylvania
$8.39M +$472K +18,978 +6%
Mariner
66
Mariner
Kansas
$8.39M +$2.39M +96,322 +40%
Bank of Montreal
67
Bank of Montreal
Ontario, Canada
$7.67M -$638K -25,610 -8%
VA
68
Vident Advisory
Georgia
$7M -$793K -31,894 -10%
KAS
69
Kestra Advisory Services
Texas
$6.64M -$7.14M -287,348 -52%
ODA
70
One Degree Advisors
California
$6.47M +$6.47M +263,552 New
Envestnet Portfolio Solutions
71
Envestnet Portfolio Solutions
Illinois
$6.38M +$908K +36,522 +17%
Financial Engines Advisors
72
Financial Engines Advisors
California
$6.32M +$5.08M +204,526 +411%
LW
73
Libra Wealth
California
$6.26M +$494K +19,874 +9%
CW
74
CreativeOne Wealth
Kansas
$6.22M -$212K -8,516 -3%
Janney Montgomery Scott
75
Janney Montgomery Scott
Pennsylvania
$6.14M +$321K +12,924 +6%
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