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Schwab Intermediately-Term US Treasury ETF
SCHR

Overview Fund Activity

320 hedge funds and large institutions have $6.32B invested in Schwab Intermediately-Term US Treasury ETF in 2022 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 107 increasing their positions, 121 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
320
Holders Change
+2
Holders Change %
+0.63%
% of All Funds
5.41%
Holding in Top 10
24
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+20%
% of All Funds
0.41%
New
43
Increased
107
Reduced
121
Closed
38
Calls
$382K
Puts
–
Net Calls
+$382K
Net Calls Change
+$382K

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$3.84B
2
Jane Street
2
Jane Street
New York
$112M
3
Ameriprise
3
Ameriprise
Minnesota
$94.6M
4
CWA
4
Cornerstone Wealth Advisors
Minnesota
$27M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$300M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$540M
2
MIM
2
Morningstar Investment Management
Illinois
$32.2M
3
5L
3
55I LLC
Massachusetts
$0
4
VA
4
Verdad Advisers
Massachusetts
$0
5
AssetMark Inc
5
AssetMark Inc
California
$9.72M
Name Holding Trade Value Shares
Change 		Shares
Change %
MPM
101
Meritage Portfolio Management
Kansas
$1.81M -$122K -4,712 -6%
Truist Financial
102
Truist Financial
North Carolina
$1.78M +$403K +15,626 +29%
CAG
103
Csenge Advisory Group
Florida
$1.69M +$1.69M +65,452 New
Mariner
104
Mariner
Kansas
$1.69M +$273K +10,594 +19%
APA
105
American Portfolios Advisors
New York
$1.68M +$251K +9,712 +17%
SWA
106
Stratos Wealth Advisors
Ohio
$1.65M +$1.65M +64,078 New
PP
107
PrairieView Partners
Minnesota
$1.63M -$1.07M -41,580 -40%
Bank of New York Mellon
108
Bank of New York Mellon
New York
$1.6M +$462K +17,894 +41%
EWA
109
EverSource Wealth Advisors
Alabama
$1.58M -$350K -13,576 -18%
Koshinski Asset Management
110
Koshinski Asset Management
Illinois
$1.58M +$1.14K +44 +0.1%
CCA
111
Cobblestone Capital Advisors
New York
$1.53M -$1.25M -48,608 -45%
OMC
112
Old Mission Capital
Illinois
$1.53M +$1.53M +59,274 New
IFS
113
Ifrah Financial Services
Arkansas
$1.53M -$1.52M -58,866 -50%
SA
114
Strategic Advisors
New York
$1.51M +$1.51M +58,380 New
BEI
115
Benjamin Edwards Inc
Missouri
$1.49M +$628K +24,346 +73%
Lido Advisors
116
Lido Advisors
California
$1.46M +$158K +6,142 +12%
TCM
117
Tran Capital Management
California
$1.43M +$116K +4,504 +9%
AWM
118
AE Wealth Management
Kansas
$1.4M -$3.85M -149,244 -73%
SAM
119
SignalPoint Asset Management
Missouri
$1.4M -$2.37K -92 -0.2%
CCM
120
Coldstream Capital Management
Washington
$1.39M +$643K +24,910 +87%
WA
121
Waverly Advisors
Alabama
$1.34M -$44.2K -1,714 -3%
PIMG
122
Patriot Investment Management Group
Tennessee
$1.32M -$87.8K -3,406 -6%
CA
123
Cambridge Associates
Massachusetts
$1.26M -$2.35M -90,932 -65%
Northwestern Mutual Wealth Management
124
Northwestern Mutual Wealth Management
Wisconsin
$1.25M +$231K +8,964 +23%
HCM
125
Hutchinson Capital Management
California
$1.24M +$70.1K +2,716 +6%
3 4
5
6 7