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Schwab Intermediately-Term US Treasury ETF
SCHR

Overview Fund Activity

361 hedge funds and large institutions have $6.32B invested in Schwab Intermediately-Term US Treasury ETF in 2023 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 168 increasing their positions, 99 reducing their positions, and 49 closing their positions.

Holders
361
Holders Change
-8
Holders Change %
-2.17%
% of All Funds
5.69%
Holding in Top 10
22
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-15.38%
% of All Funds
0.35%
New
43
Increased
168
Reduced
99
Closed
49
Calls
$601K
Puts
$192K
Net Calls
+$409K
Net Calls Change
+$1.66M

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$477M
2
CSIA
2
Charles Schwab Investment Advisory
California
$3.82B
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$265M
4
Ameriprise
4
Ameriprise
Minnesota
$147M
5
Bank of America
5
Bank of America
North Carolina
$39.2M

Top Sellers

1
AssetMark Inc
1
AssetMark Inc
California
$4.14K
2
Jane Street
2
Jane Street
New York
$7.31M
3
MIM
3
Morningstar Investment Management
Illinois
$14.5M
4
NYLIM
4
New York Life Investment Management
New York
$0
5
TI
5
Tidal Investments
Wisconsin
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
76
CGN Advisors
Kansas
$4.26M +$344K +13,964 +9%
Baird Financial Group
77
Baird Financial Group
Wisconsin
$4.24M +$238K +9,666 +6%
ISWM
78
Independent Solutions Wealth Management
New York
$4.22M +$272K +11,036 +7%
Truist Financial
79
Truist Financial
North Carolina
$4.18M +$789K +32,024 +23%
SWM
80
SeaCrest Wealth Management
New York
$4.12M -$16K -648 -0.4%
EST
81
EA Series Trust
Pennsylvania
$4.06M +$4.06M +165,272 New
EF
82
Empowered Funds
Pennsylvania
$4.06M +$4.06M +165,272 New
M
83
MYeCFO
California
$4.02M +$34.3K +1,392 +0.9%
PFG
84
PAX Financial Group
Texas
$3.98M +$541K +21,944 +16%
PCM
85
Passive Capital Management
Maryland
$3.97M -$277K -11,242 -7%
Commonwealth Equity Services
86
Commonwealth Equity Services
Massachusetts
$3.93M +$2.23M +90,312 +130%
AF
87
Allworth Financial
California
$3.87M +$39.2K +1,592 +1%
SWM
88
Spire Wealth Management
Virginia
$3.86M -$166K -6,726 -4%
RWM
89
RKL Wealth Management
Pennsylvania
$3.84M -$35.5K -1,440 -0.9%
DI
90
Diligent Investors
California
$3.71M -$218K -8,846 -6%
CCM
91
Coldstream Capital Management
Washington
$3.69M +$223K +9,064 +6%
AC
92
Asio Capital
Kentucky
$3.56M +$368K +14,928 +12%
PAG
93
Private Advisor Group
New Jersey
$3.5M +$1.92M +78,180 +122%
BEI
94
Benjamin Edwards Inc
Missouri
$3.46M +$670K +27,182 +24%
HighTower Advisors
95
HighTower Advisors
Illinois
$3.45M +$597K +24,288 +21%
BSW
96
Buckingham Strategic Wealth
Missouri
$3.39M +$278K +11,298 +9%
Mariner
97
Mariner
Kansas
$3.39M +$407K +16,502 +14%
FIM
98
Freedom Investment Management
Connecticut
$3.31M +$57.7K +2,342 +2%
MML Investors Services
99
MML Investors Services
Massachusetts
$3.3M +$1.81M +73,600 +122%
Bank of New York Mellon
100
Bank of New York Mellon
New York
$3.27M +$481K +19,528 +17%
2 3
4
5 6