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Schwab Intermediately-Term US Treasury ETF
SCHR

Overview Fund Activity

330 hedge funds and large institutions have $7.08B invested in Schwab Intermediately-Term US Treasury ETF in 2022 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 111 increasing their positions, 121 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
330
Holders Change
+10
Holders Change %
+3.13%
% of All Funds
5.71%
Holding in Top 10
26
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8.33%
% of All Funds
0.45%
New
46
Increased
111
Reduced
121
Closed
34
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$487M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$859M
3
CSIA
3
Charles Schwab Investment Advisory
California
$3.89B
4
FTUS
4
Flow Traders U.S.
New York
$44M
5
BWM
5
BerganKDV Wealth Management
Minnesota
$83.2M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$205M
2
Jane Street
2
Jane Street
New York
$33.9M
3
MAM
3
Madison Asset Management
Wisconsin
$75.2M
4
CAPTRUST Financial Advisors
4
CAPTRUST Financial Advisors
North Carolina
$967K
5
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$25.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
RWM
76
RKL Wealth Management
Pennsylvania
$4.01M -$105K -4,256 -3%
DI
77
Diligent Investors
California
$4M -$89.2K -3,632 -2%
CWP
78
Concord Wealth Partners
Virginia
$3.93M -$379K -15,412 -9%
PAS
79
Park Avenue Securities
New York
$3.91M -$1.07M -43,510 -21%
RF
80
RHS Financial
California
$3.4M -$136K -5,524 -4%
MML Investors Services
81
MML Investors Services
Massachusetts
$3.16M +$458K +18,642 +17%
ISWM
82
Independent Solutions Wealth Management
New York
$3.03M +$53K +2,158 +2%
FIM
83
Freedom Investment Management
Connecticut
$2.98M -$173K -7,056 -5%
Susquehanna International Group
84
Susquehanna International Group
Pennsylvania
$2.87M +$2.57M +104,752 +879%
WAM
85
WNY Asset Management
New York
$2.85M -$395K -16,026 -12%
Truist Financial
86
Truist Financial
North Carolina
$2.81M +$1.11M +45,258 +66%
UBS Group
87
UBS Group
Switzerland
$2.74M -$156K -6,342 -5%
WCFA
88
Walkner Condon Financial Advisors
Wisconsin
$2.71M -$28K -1,140 -1%
BCM
89
Barden Capital Management
Texas
$2.68M -$46.6K -1,898 -2%
II
90
Inspire Investing
Idaho
$2.53M +$2.53M +102,986 New
PFG
91
PAX Financial Group
Texas
$2.53M +$2.53M +102,986 New
AFP
92
Ausdal Financial Partners
Iowa
$2.52M -$191K -7,780 -7%
National Bank of Canada
93
National Bank of Canada
Quebec, Canada
$2.37M -$62.8K -2,566 -3%
Bank of New York Mellon
94
Bank of New York Mellon
New York
$2.36M +$843K +34,324 +56%
BSB
95
Bangor Savings Bank
Maine
$2.36M -$80.2K -3,264 -3%
APA
96
American Portfolios Advisors
New York
$2.32M +$718K +29,234 +45%
FAIM
97
Financial Advocates Investment Management
Washington
$2.31M +$2.31M +95,282 New
DBRC
98
D.B. Root & Company
Pennsylvania
$2.28M -$98.7K -4,018 -4%
BEI
99
Benjamin Edwards Inc
Missouri
$2.24M +$812K +33,038 +57%
AF
100
Allworth Financial
California
$2.2M +$1.37M +55,738 +165%
2 3
4
5 6