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Schwab Intermediately-Term US Treasury ETF
SCHR

Overview Fund Activity

320 hedge funds and large institutions have $6.32B invested in Schwab Intermediately-Term US Treasury ETF in 2022 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 107 increasing their positions, 121 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
320
Holders Change
+2
Holders Change %
+0.63%
% of All Funds
5.41%
Holding in Top 10
24
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+20%
% of All Funds
0.41%
New
43
Increased
107
Reduced
121
Closed
38
Calls
$382K
Puts
–
Net Calls
+$382K
Net Calls Change
+$382K

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$3.84B
2
Jane Street
2
Jane Street
New York
$112M
3
Ameriprise
3
Ameriprise
Minnesota
$94.6M
4
CWA
4
Cornerstone Wealth Advisors
Minnesota
$27M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$300M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$540M
2
MIM
2
Morningstar Investment Management
Illinois
$32.2M
3
5L
3
55I LLC
Massachusetts
$0
4
VA
4
Verdad Advisers
Massachusetts
$0
5
AssetMark Inc
5
AssetMark Inc
California
$9.72M
Name Holding Trade Value Shares
Change 		Shares
Change %
Janney Montgomery Scott
76
Janney Montgomery Scott
Pennsylvania
$3.38M -$11.4K -446 -0.3%
FIM
77
Freedom Investment Management
Connecticut
$3.31M -$958K -37,138 -22%
SWM
78
SeaCrest Wealth Management
New York
$3.18M -$160K -6,210 -5%
ISWM
79
Independent Solutions Wealth Management
New York
$3.13M +$143K +5,554 +5%
UBS Group
80
UBS Group
Switzerland
$3.04M -$562K -21,790 -16%
WCFA
81
Walkner Condon Financial Advisors
Wisconsin
$2.87M +$12.6K +488 +0.4%
BCM
82
Barden Capital Management
Texas
$2.86M +$362K +14,048 +15%
AFP
83
Ausdal Financial Partners
Iowa
$2.84M -$127K -4,938 -4%
MML Investors Services
84
MML Investors Services
Massachusetts
$2.84M +$281K +10,876 +11%
SFA
85
Seneca Financial Advisors
New York
$2.73M -$8.76M -339,356 -76%
MA
86
MCF Advisors
Kentucky
$2.67M +$2.45M +95,100 +1,149%
TIM
87
Tortoise Investment Management
New York
$2.61M +$1.38M +53,500 +112%
BSB
88
Bangor Savings Bank
Maine
$2.56M -$2.79M -108,336 -52%
National Bank of Canada
89
National Bank of Canada
Quebec, Canada
$2.56M -$325K -12,602 -11%
DBRC
90
D.B. Root & Company
Pennsylvania
$2.5M +$237K +9,178 +10%
SIC
91
Salem Investment Counselors
North Carolina
$2.17M +$144K +5,562 +7%
CWM
92
Congress Wealth Management
Massachusetts
$2.16M +$22.1K +856 +1%
VA
93
Valmark Advisers
Ohio
$2.07M +$78.7K +3,050 +4%
HHRDM
94
H&H Retirement Design & Management
Nevada
$2.07M +$2.07M +79,378 New
Commonwealth Equity Services
95
Commonwealth Equity Services
Massachusetts
$2.02M +$1.04M +40,396 +107%
Qube Research & Technologies (QRT)
96
Qube Research & Technologies (QRT)
United Kingdom
$1.99M +$1.99M +77,152 New
EAM
97
Empirical Asset Management
Massachusetts
$1.99M +$112K +4,336 +6%
JAG
98
Journey Advisory Group
Kentucky
$1.98M -$409K -15,574 -17%
IWC
99
Integrated Wealth Concepts
Massachusetts
$1.95M +$1.18M +45,872 +154%
BIA
100
Bell Investment Advisors
California
$1.88M +$1.88M +72,860 New
2 3
4
5 6