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Schwab Intermediately-Term US Treasury ETF
SCHR

Overview Fund Activity

330 hedge funds and large institutions have $7.08B invested in Schwab Intermediately-Term US Treasury ETF in 2022 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 111 increasing their positions, 121 reducing their positions, and 34 closing their positions.

Holders
330
Holders Change
+10
Holders Change %
+3.13%
% of All Funds
5.71%
Holding in Top 10
26
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8.33%
% of All Funds
0.45%
New
46
Increased
111
Reduced
121
Closed
34
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$487M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$859M
3
CSIA
3
Charles Schwab Investment Advisory
California
$3.89B
4
FTUS
4
Flow Traders U.S.
New York
$44M
5
BWM
5
BerganKDV Wealth Management
Minnesota
$83.2M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$205M
2
Jane Street
2
Jane Street
New York
$33.9M
3
MAM
3
Madison Asset Management
Wisconsin
$75.2M
4
CAPTRUST Financial Advisors
4
CAPTRUST Financial Advisors
North Carolina
$967K
5
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$25.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Lido Advisors
101
Lido Advisors
California
$2.09M +$696K +28,336 +50%
Commonwealth Equity Services
102
Commonwealth Equity Services
Massachusetts
$2.08M +$162K +6,594 +8%
SIC
103
Salem Investment Counselors
North Carolina
$2.08M +$7.13K +290 +0.3%
VA
104
Valmark Advisers
Ohio
$2.07M +$91.9K +3,738 +5%
GRP
105
Global Retirement Partners
California
$2.05M +$1.88M +77,384 +1,148%
PP
106
PrairieView Partners
Minnesota
$2M +$448K +18,228 +29%
KFS
107
Kaizen Financial Strategies
California
$1.98M +$1.98M +80,682 New
CWM
108
Congress Wealth Management
Massachusetts
$1.94M -$121K -4,940 -6%
TPCW
109
TD Private Client Wealth
New York
$1.91M +$1.9M +77,386 +27,249%
CA
110
Cambridge Associates
Massachusetts
$1.88M +$674K +27,440 +56%
HHRDM
111
H&H Retirement Design & Management
Nevada
$1.87M -$53.9K -2,220 -3%
MPM
112
Meritage Portfolio Management
Kansas
$1.83M +$105K +4,254 +6%
EAM
113
Empirical Asset Management
Massachusetts
$1.82M -$77K -3,136 -4%
RA
114
RFG Advisory
Alabama
$1.75M +$1.75M +72,470 New
SWM
115
Spire Wealth Management
Virginia
$1.72M -$2.63M -107,020 -61%
TCM
116
Tradewinds Capital Management
Washington
$1.7M +$1.7M +69,218 New
WWM
117
WT Wealth Management
Arizona
$1.7M -$2.08M -84,734 -55%
Mariner
118
Mariner
Kansas
$1.66M +$54.7K +2,228 +3%
Northwestern Mutual Wealth Management
119
Northwestern Mutual Wealth Management
Wisconsin
$1.5M +$308K +12,516 +26%
EH
120
Equitable Holdings
New York
$1.48M +$1.48M +60,338 New
CAG
121
Csenge Advisory Group
Florida
$1.48M -$133K -5,396 -8%
Koshinski Asset Management
122
Koshinski Asset Management
Illinois
$1.45M -$56.9K -2,314 -4%
Citadel Advisors
123
Citadel Advisors
Florida
$1.42M +$373K +15,166 +36%
JAG
124
Journey Advisory Group
Kentucky
$1.37M -$480K -19,538 -26%
TCM
125
Tran Capital Management
California
$1.36M – – –
3 4
5
6 7