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Schwab Intermediately-Term US Treasury ETF
SCHR

Overview Fund Activity

390 hedge funds and large institutions have $6.85B invested in Schwab Intermediately-Term US Treasury ETF in 2023 Q4 according to their latest regulatory filings, with 71 funds opening new positions, 139 increasing their positions, 123 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
390
Holders Change
+22
Holders Change %
+5.98%
% of All Funds
5.72%
Holding in Top 10
28
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+27.27%
% of All Funds
0.41%
New
71
Increased
139
Reduced
123
Closed
46
Calls
$164K
Puts
$154K
Net Calls
+$10K
Net Calls Change
-$96K

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
$3.95B
2
PSP
Pacific Sage Partners
Washington
$61.3M
3
BB
Busey Bank
Illinois
$32.1M
4
TNA
True North Advisors
Texas
$26.8M
5
CA
Crane Advisory
California
$22.8M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$91.3M
2
AssetMark Inc
AssetMark Inc
California
$0
3
Bank of America
Bank of America
North Carolina
$25.6M
4
TI
Tidal Investments
Wisconsin
$0
5
Jane Street
Jane Street
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
OPWM
76
Oakwell Private Wealth Management
Texas
$6.07M +$441K +17,738 +8%
LA
77
LexAurum Advisors
Kansas
$6.01M +$215K +8,658 +4%
AA
78
Advisory Alpha
Michigan
$5.59M -$154K -6,198 -3%
ISWM
79
Independent Solutions Wealth Management
New York
$5.32M +$139K +5,602 +3%
Truist Financial
80
Truist Financial
North Carolina
$5.26M -$9.85K -396 -0.2%
BFEC
81
Benjamin F. Edwards & Company
Missouri
$5.16M +$2.98M +120,002 +137%
BSW
82
Buckingham Strategic Wealth
Missouri
$4.91M +$1.04M +42,010 +27%
PAG
83
Private Advisor Group
New Jersey
$4.86M +$863K +34,704 +22%
EWA
84
Exencial Wealth Advisors
Oklahoma
$4.82M +$4.55M +183,040 +1,682%
M
85
MYeCFO
California
$4.6M +$524K +21,082 +13%
CKAIS
86
Christensen King & Associates Investment Services
Washington
$4.59M +$4.59M +184,576 New
FFN
87
Focus Financial Network
Minnesota
$4.59M +$2.96M +118,956 +181%
ULWM
88
Upper Left Wealth Management
Florida
$4.44M -$2.1M -84,460 -32%
DC
89
Darrow Company
Massachusetts
$4.37M +$4.37M +175,612 New
FA
90
Fiduciary Alliance
South Carolina
$4.29M +$4.29M +172,368 New
HWMC
91
Heritage Wealth Management (California)
California
$4.1M +$4.1M +164,844 New
HI
92
Hendershot Investments
Virginia
$4.08M -$257K -10,332 -6%
BEI
93
Benjamin Edwards Inc
Missouri
$4.02M -$87.3K -3,512 -2%
PCM
94
Passive Capital Management
Maryland
$4.02M -$40K -1,610 -1%
UBS Group
95
UBS Group
Switzerland
$3.99M -$2.19M -88,008 -35%
AC
96
Asio Capital
Kentucky
$3.91M -$13.4K -540 -0.3%
VA
97
Valmark Advisers
Ohio
$3.87M +$685K +27,566 +22%
PFG
98
PAX Financial Group
Texas
$3.77M -$629K -25,606 -14%
MML Investors Services
99
MML Investors Services
Massachusetts
$3.76M +$75.5K +3,036 +2%
AG
100
Advocate Group
Minnesota
$3.7M +$2.3M +92,322 +164%
2 3
4
5 6