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Schwab Intermediately-Term US Treasury ETF
SCHR

Overview Fund Activity

318 hedge funds and large institutions have $3.41B invested in Schwab Intermediately-Term US Treasury ETF in 2022 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 114 increasing their positions, 105 reducing their positions, and 38 closing their positions.

Holders
318
Holders Change
+4
Holders Change %
+1.27%
% of All Funds
5.03%
Holding in Top 10
20
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.26%
% of All Funds
0.32%
New
47
Increased
114
Reduced
105
Closed
38
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$866M
2
MAM
2
Madison Asset Management
Wisconsin
$125M
3
Stifel Financial
3
Stifel Financial
Missouri
$134M
4
Charles Schwab
4
Charles Schwab
California
$56.1M
5
CSIA
5
Charles Schwab Investment Advisory
California
$713M

Top Sellers

1
Jane Street
1
Jane Street
New York
$9.86M
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$5.44M
3
MAG
3
Members Advisory Group
New York
$0
4
HA
4
HC Advisors
Georgia
$9.56M
5
MFGM
5
Marshall Financial Group (Maryland)
Maryland
$0
Name Market Value Shares Shares
Change 		Shares
Change %
EAM
101
Empirical Asset Management
Massachusetts
$1.94M 36,338 +6,563 +22%
BI
102
Berkeley Inc
Idaho
$1.67M 31,282 -691 -2%
Koshinski Asset Management
103
Koshinski Asset Management
Illinois
$1.63M 30,596 +145 +0.5%
FMC
104
First Merchants Corp
Indiana
$1.52M 28,483 -720 -2%
APA
105
American Portfolios Advisors
New York
$1.48M 27,773 +20,253 +269%
Mariner
106
Mariner
Kansas
$1.46M 27,379 -4,712 -15%
PIMG
107
Patriot Investment Management Group
Tennessee
$1.46M 27,350 +412 +2%
SAM
108
SignalPoint Asset Management
Missouri
$1.45M 27,185 +772 +3%
BIP
109
Blueprint Investment Partners
North Carolina
$1.44M 27,066 +6,884 +34%
WCM
110
Wealthcare Capital Management
Virginia
$1.43M 26,853 -2,656 -9%
WA
111
Waverly Advisors
Alabama
$1.42M 26,744 -836 -3%
Truist Financial
112
Truist Financial
North Carolina
$1.42M 26,677 +26,677 New
JWS
113
Juncture Wealth Strategies
Arizona
$1.37M 25,797 -3,048 -11%
TCM
114
Tran Capital Management
California
$1.36M 25,510 -1,228 -5%
HF
115
HRT Financial
New York
$1.35M 25,393 +25,393 New
Lido Advisors
116
Lido Advisors
California
$1.35M 25,274 +25,274 New
TW
117
TrinityPoint Wealth
Connecticut
$1.27M 23,895 -6,346 -21%
TIM
118
Tortoise Investment Management
New York
$1.27M 23,791 -4,289 -15%
HCM
119
Hutchinson Capital Management
California
$1.2M 22,574 +3,940 +21%
RW
120
Rede Wealth
Virginia
$1.19M 22,417 -26 -0.1%
Bank of New York Mellon
121
Bank of New York Mellon
New York
$1.17M 21,955 +21,955 New
SP
122
Successful Portfolios
Florida
$1.07M 20,057 -254 -1%
Northwestern Mutual Wealth Management
123
Northwestern Mutual Wealth Management
Wisconsin
$1.05M 19,671 -5,207 -21%
Mercer Global Advisors
124
Mercer Global Advisors
Colorado
$1.03M 19,303 -5,693 -23%
DAS
125
Dynamic Advisor Solutions
Arizona
$1.01M 18,884 +65 +0.3%
3 4
5
6 7