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Schwab Intermediately-Term US Treasury ETF
SCHR

Overview Fund Activity

369 hedge funds and large institutions have $6.32B invested in Schwab Intermediately-Term US Treasury ETF in 2023 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 131 increasing their positions, 125 reducing their positions, and 37 closing their positions.

Holders
369
Holders Change
+12
Holders Change %
+3.36%
% of All Funds
5.91%
Holding in Top 10
26
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-7.14%
% of All Funds
0.42%
New
56
Increased
131
Reduced
125
Closed
37
Calls
$353K
Puts
$1.6M
Net Calls
-$1.25M
Net Calls Change
-$1.25M

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$432M
2
AssetMark Inc
2
AssetMark Inc
California
$44.1M
3
MIM
3
Morningstar Investment Management
Illinois
$47.1M
4
TCM
4
Tradewinds Capital Management
Washington
$13.8M
5
Jane Street
5
Jane Street
New York
$46.5M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$15.4M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$242M
3
MAM
3
Madison Asset Management
Wisconsin
$9.74M
4
YAL
4
Your Advocates Ltd
Texas
$7.33M
5
KL
5
KilterHowling LLC
Colorado
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Janney Montgomery Scott
76
Janney Montgomery Scott
Pennsylvania
$4.11M -$261K -10,346 -6%
Baird Financial Group
77
Baird Financial Group
Wisconsin
$4.09M +$1.07M +42,588 +36%
M
78
MYeCFO
California
$4.08M +$594K +23,568 +17%
ISWM
79
Independent Solutions Wealth Management
New York
$4.04M +$452K +17,940 +13%
DI
80
Diligent Investors
California
$4.02M +$1.61K +64 +0%
CA
81
CGN Advisors
Kansas
$4M +$529K +20,986 +15%
RWM
82
RKL Wealth Management
Pennsylvania
$3.97M -$40.2K -1,596 -1%
AF
83
Allworth Financial
California
$3.92M -$303K -12,022 -7%
CCM
84
Coldstream Capital Management
Washington
$3.55M +$208K +8,242 +6%
PFG
85
PAX Financial Group
Texas
$3.52M +$676K +26,810 +24%
Truist Financial
86
Truist Financial
North Carolina
$3.47M +$132K +5,234 +4%
FIM
87
Freedom Investment Management
Connecticut
$3.33M +$390K +15,480 +13%
AC
88
Asio Capital
Kentucky
$3.27M +$1.43M +56,602 +77%
NCM
89
Northwest Capital Management
Oregon
$3.27M -$415K -16,464 -11%
HP
90
Hilltop Partners
Indiana
$3.26M +$3.26M +129,396 New
KAS
91
Kestra Advisory Services
Texas
$3.26M +$3.04M +120,544 +1,401%
VA
92
Valmark Advisers
Ohio
$3.14M +$335K +13,266 +12%
BSW
93
Buckingham Strategic Wealth
Missouri
$3.11M – – –
Mariner
94
Mariner
Kansas
$3.05M -$110K -4,360 -3%
UBS Group
95
UBS Group
Switzerland
$3.04M -$325K -12,902 -10%
IWC
96
Integrated Wealth Concepts
Massachusetts
$3.01M -$2.82M -111,882 -48%
HighTower Advisors
97
HighTower Advisors
Illinois
$2.92M -$54.1K -2,146 -2%
Bank of New York Mellon
98
Bank of New York Mellon
New York
$2.86M -$834K -33,084 -23%
BEI
99
Benjamin Edwards Inc
Missouri
$2.85M +$114K +4,536 +4%
Financial Engines Advisors
100
Financial Engines Advisors
California
$2.78M +$1.77M +70,138 +174%
2 3
4
5 6