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Schwab Intermediately-Term US Treasury ETF
SCHR

Overview Fund Activity

318 hedge funds and large institutions have $3.41B invested in Schwab Intermediately-Term US Treasury ETF in 2022 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 114 increasing their positions, 105 reducing their positions, and 38 closing their positions.

Holders
318
Holders Change
+4
Holders Change %
+1.27%
% of All Funds
5.03%
Holding in Top 10
20
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.26%
% of All Funds
0.32%
New
47
Increased
114
Reduced
105
Closed
38
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$866M
2
MAM
2
Madison Asset Management
Wisconsin
$125M
3
Stifel Financial
3
Stifel Financial
Missouri
$134M
4
Charles Schwab
4
Charles Schwab
California
$56.1M
5
CSIA
5
Charles Schwab Investment Advisory
California
$713M

Top Sellers

1
Jane Street
1
Jane Street
New York
$9.86M
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$5.44M
3
MAG
3
Members Advisory Group
New York
$0
4
HA
4
HC Advisors
Georgia
$9.56M
5
MFGM
5
Marshall Financial Group (Maryland)
Maryland
$0
Name Market Value Shares Shares
Change 		Shares
Change %
UBS Group
76
UBS Group
Switzerland
$3.72M 69,797 +4,641 +7%
WAM
77
WNY Asset Management
New York
$3.69M 69,281 -2,105 -3%
Janney Montgomery Scott
78
Janney Montgomery Scott
Pennsylvania
$3.53M 66,219 +6,099 +10%
SWM
79
SeaCrest Wealth Management
New York
$3.45M 64,754 -204 -0.3%
RF
80
RHS Financial
California
$3.34M 62,674 -4,353 -6%
CFGS
81
Concourse Financial Group Securities
Alabama
$3.26M 61,286 +23,181 +61%
IFS
82
Ifrah Financial Services
Arkansas
$3.14M 59,022 +665 +1%
ISWM
83
Independent Solutions Wealth Management
New York
$3.08M 57,884 +3,820 +7%
NCM
84
Northwest Capital Management
Oregon
$3.08M 57,753 +6,584 +13%
AFP
85
Ausdal Financial Partners
Iowa
$3.07M 57,566 -1,854 -3%
AHSSHC
86
Adventist Health System Sunbelt Healthcare Corp
Florida
$3M 56,300 -500 -0.9%
National Bank of Canada
87
National Bank of Canada
Quebec, Canada
$2.96M 55,869 +8,115 +17%
WCFA
88
Walkner Condon Financial Advisors
Wisconsin
$2.95M 55,453 -21,797 -28%
CCA
89
Cobblestone Capital Advisors
New York
$2.87M 53,952 +1,366 +3%
PP
90
PrairieView Partners
Minnesota
$2.79M 52,318 +37,396 +251%
MML Investors Services
91
MML Investors Services
Massachusetts
$2.64M 49,601 +5,232 +12%
BCM
92
Barden Capital Management
Texas
$2.58M 48,406 +6,740 +16%
JAG
93
Journey Advisory Group
Kentucky
$2.42M 45,486 -1,228 -3%
DBRC
94
D.B. Root & Company
Pennsylvania
$2.34M 43,905 +16,690 +61%
CWM
95
Congress Wealth Management
Massachusetts
$2.21M 41,408 -37 -0.1%
SIC
96
Salem Investment Counselors
North Carolina
$2.09M 39,303 -3,451 -8%
VA
97
Valmark Advisers
Ohio
$2.06M 38,625 -1,037 -3%
Goldman Sachs
98
Goldman Sachs
New York
$2.04M 38,339 +38,339 New
EWA
99
EverSource Wealth Advisors
Alabama
$2M 37,491 +37,491 New
MPM
100
Meritage Portfolio Management
Kansas
$2M 37,473 +7,985 +27%
2 3
4
5 6