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Schwab Intermediately-Term US Treasury ETF
SCHR

Overview Fund Activity

357 hedge funds and large institutions have $6.65B invested in Schwab Intermediately-Term US Treasury ETF in 2022 Q4 according to their latest regulatory filings, with 72 funds opening new positions, 100 increasing their positions, 140 reducing their positions, and 41 closing their positions.

Holders
357
Holders Change
+27
Holders Change %
+8.18%
% of All Funds
5.76%
Holding in Top 10
28
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+7.69%
% of All Funds
0.45%
New
72
Increased
100
Reduced
140
Closed
41
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$105M
2
Ameriprise
2
Ameriprise
Minnesota
$115M
3
Morgan Stanley
3
Morgan Stanley
New York
$35.7M
4
GP
4
Greenline Partners
New York
$18.2M
5
KL
5
KilterHowling LLC
Colorado
$14.4M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$502M
2
CSIA
2
Charles Schwab Investment Advisory
California
$3.78B
3
FTUS
3
Flow Traders U.S.
New York
$889K
4
MAM
4
Madison Asset Management
Wisconsin
$40.4M
5
Charles Schwab
5
Charles Schwab
California
$28.6M
Name Market Value Shares Shares
Change 		Shares
Change %
IA
76
Inspire Advisors
Idaho
$3.87M 78,624 -4,299 -5%
Bank of New York Mellon
77
Bank of New York Mellon
New York
$3.6M 73,160 +25,096 +52%
NCM
78
Northwest Capital Management
Oregon
$3.59M 73,014 -8,897 -11%
ISWM
79
Independent Solutions Wealth Management
New York
$3.51M 71,239 +9,499 +15%
M
80
MYeCFO
California
$3.41M 69,189 +69,189 New
CA
81
CGN Advisors
Kansas
$3.39M 68,923 +68,923 New
UBS Group
82
UBS Group
Switzerland
$3.29M 66,769 +11,038 +20%
Truist Financial
83
Truist Financial
North Carolina
$3.26M 66,254 +9,135 +16%
CCM
84
Coldstream Capital Management
Washington
$3.26M 66,247 +66,247 New
KFS
85
Kaizen Financial Strategies
California
$3.24M 64,432 +24,091 +60%
BSW
86
Buckingham Strategic Wealth
Missouri
$3.11M 63,226 -32,269 -34%
Mariner
87
Mariner
Kansas
$3.09M 62,687 +28,897 +86%
SWA
88
Stratos Wealth Advisors
Ohio
$3.06M 62,058 -110,093 -64%
Baird Financial Group
89
Baird Financial Group
Wisconsin
$2.95M 59,855 +55,499 +1,274%
HighTower Advisors
90
HighTower Advisors
Illinois
$2.9M 59,041 +43,481 +279%
FIM
91
Freedom Investment Management
Connecticut
$2.87M 58,248 -2,400 -4%
BCM
92
Barden Capital Management
Texas
$2.79M 56,629 +2,148 +4%
BWP
93
BSW Wealth Partners
Colorado
$2.79M 56,575 +56,575 New
II
94
Inspire Investing
Idaho
$2.78M 56,406 +4,913 +10%
PFG
95
PAX Financial Group
Texas
$2.78M 56,406 +4,913 +10%
VA
96
Valmark Advisers
Ohio
$2.74M 55,648 +13,629 +32%
BEI
97
Benjamin Edwards Inc
Missouri
$2.67M 54,269 +8,790 +19%
MML Investors Services
98
MML Investors Services
Massachusetts
$2.56M 52,052 -12,308 -19%
FAIM
99
Financial Advocates Investment Management
Washington
$2.45M 49,743 +2,102 +4%
AFP
100
Ausdal Financial Partners
Iowa
$2.4M 48,757 -2,450 -5%
2 3
4
5 6