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Schwab Intermediately-Term US Treasury ETF
SCHR

Overview Fund Activity

368 hedge funds and large institutions have $6.42B invested in Schwab Intermediately-Term US Treasury ETF in 2023 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 160 increasing their positions, 103 reducing their positions, and 40 closing their positions.

Holders
368
Holders Change
+7
Holders Change %
+1.94%
% of All Funds
5.87%
Holding in Top 10
22
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.35%
New
50
Increased
160
Reduced
103
Closed
40
Calls
$307K
Puts
$201K
Net Calls
+$106K
Net Calls Change
-$303K

Top Buyers

1
Creative Planning
1
Creative Planning
Kansas
$77M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$495M
3
AssetMark Inc
3
AssetMark Inc
California
$30.7M
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$48.5M
5
Ameriprise
5
Ameriprise
Minnesota
$171M

Top Sellers

1
TCM
1
Tradewinds Capital Management
Washington
$51.8K
2
HP
2
Hilltop Partners
Indiana
$3.26M
3
Charles Schwab
3
Charles Schwab
California
$14.9M
4
CSIA
4
Charles Schwab Investment Advisory
California
$3.7B
5
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$628K
Name Holding Trade Value Shares
Change 		Shares
Change %
OPWM
76
Oakwell Private Wealth Management
Texas
$5.43M -$62.2K -2,596 -1%
Wells Fargo
77
Wells Fargo
California
$5.33M -$625K -26,074 -10%
Envestnet Portfolio Solutions
78
Envestnet Portfolio Solutions
Illinois
$5.28M +$5.28M +220,312 New
Truist Financial
79
Truist Financial
North Carolina
$5.09M +$1.02M +42,394 +25%
ISWM
80
Independent Solutions Wealth Management
New York
$5M +$886K +36,954 +22%
DF
81
Donoghue Forlines
Massachusetts
$4.76M +$4.76M +198,428 New
CA
82
CGN Advisors
Kansas
$4.61M +$468K +19,528 +11%
PFG
83
PAX Financial Group
Texas
$4.29M +$419K +17,476 +11%
CCM
84
Coldstream Capital Management
Washington
$4.25M +$664K +27,686 +18%
Cambridge Investment Research Advisors
85
Cambridge Investment Research Advisors
Iowa
$4.19M -$984K -41,068 -19%
HI
86
Hendershot Investments
Virginia
$4.18M +$31.6K +1,318 +0.8%
SWM
87
SeaCrest Wealth Management
New York
$4.04M +$30.2K +1,258 +0.8%
BEI
88
Benjamin Edwards Inc
Missouri
$3.96M +$600K +25,048 +18%
M
89
MYeCFO
California
$3.92M +$15.4K +642 +0.4%
PCM
90
Passive Capital Management
Maryland
$3.91M +$45.4K +1,894 +1%
AFG
91
Altiora Financial Group
Ohio
$3.88M -$3.7M -154,222 -49%
PAG
92
Private Advisor Group
New Jersey
$3.86M +$450K +18,778 +13%
AC
93
Asio Capital
Kentucky
$3.78M +$314K +13,112 +9%
Bank of New York Mellon
94
Bank of New York Mellon
New York
$3.77M +$586K +24,442 +18%
RWM
95
RKL Wealth Management
Pennsylvania
$3.75M +$13.4K +558 +0.4%
BSW
96
Buckingham Strategic Wealth
Missouri
$3.73M +$425K +17,714 +13%
Baird Financial Group
97
Baird Financial Group
Wisconsin
$3.63M -$494K -20,592 -12%
MML Investors Services
98
MML Investors Services
Massachusetts
$3.56M +$343K +14,296 +11%
OCG
99
Opus Capital Group
Ohio
$3.33M +$2.12M +88,246 +175%
IA
100
Inspire Advisors
Idaho
$3.32M -$1.65M -68,712 -33%
2 3
4
5 6