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Schwab Intermediately-Term US Treasury ETF
SCHR

Overview Fund Activity

357 hedge funds and large institutions have $6.65B invested in Schwab Intermediately-Term US Treasury ETF in 2022 Q4 according to their latest regulatory filings, with 72 funds opening new positions, 100 increasing their positions, 140 reducing their positions, and 41 closing their positions.

Holders
357
Holders Change
+27
Holders Change %
+8.18%
% of All Funds
5.76%
Holding in Top 10
28
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+7.69%
% of All Funds
0.45%
New
72
Increased
100
Reduced
140
Closed
41
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$105M
2
Ameriprise
2
Ameriprise
Minnesota
$115M
3
Morgan Stanley
3
Morgan Stanley
New York
$35.7M
4
GP
4
Greenline Partners
New York
$18.2M
5
KL
5
KilterHowling LLC
Colorado
$14.4M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$502M
2
CSIA
2
Charles Schwab Investment Advisory
California
$3.78B
3
FTUS
3
Flow Traders U.S.
New York
$889K
4
MAM
4
Madison Asset Management
Wisconsin
$40.4M
5
Charles Schwab
5
Charles Schwab
California
$28.6M
Name Market Value Shares Shares
Change 		Shares
Change %
SIC
101
Salem Investment Counselors
North Carolina
$2.28M 46,374 +4,145 +10%
WAM
102
WNY Asset Management
New York
$2.24M 45,510 -12,422 -21%
GG
103
GenWealth Group
New Jersey
$2.23M 45,265 +33,673 +290%
BSB
104
Bangor Savings Bank
Maine
$2.21M 44,822 -3,151 -7%
National Bank of Canada
105
National Bank of Canada
Quebec, Canada
$2.06M 41,684 -6,601 -14%
GRP
106
Global Retirement Partners
California
$2.04M 41,394 -668 -2%
TPCW
107
TD Private Client Wealth
New York
$2M 40,708 +1,873 +5%
CCA
108
Cobblestone Capital Advisors
New York
$2M 40,528 +15,877 +64%
MPM
109
Meritage Portfolio Management
Kansas
$1.94M 39,397 +2,153 +6%
Commonwealth Equity Services
110
Commonwealth Equity Services
Massachusetts
$1.94M 39,321 -3,030 -7%
CFGS
111
Concourse Financial Group Securities
Alabama
$1.89M 38,312 -67,860 -64%
RF
112
RHS Financial
California
$1.84M 37,365 -31,838 -46%
Susquehanna International Group
113
Susquehanna International Group
Pennsylvania
$1.82M 36,915 -21,420 -37%
JWS
114
Juncture Wealth Strategies
Arizona
$1.82M 36,897 +26,652 +260%
AC
115
Asio Capital
Kentucky
$1.8M 36,565 +36,565 New
CWM
116
Congress Wealth Management
Massachusetts
$1.77M 36,008 -3,358 -9%
EWA
117
EverSource Wealth Advisors
Alabama
$1.75M 35,531 +21,378 +151%
DBRC
118
D.B. Root & Company
Pennsylvania
$1.72M 35,023 -11,462 -25%
SWM
119
Spire Wealth Management
Virginia
$1.72M 34,945 +48 +0.1%
EAM
120
Empirical Asset Management
Massachusetts
$1.69M 34,370 -2,568 -7%
AWS
121
Atria Wealth Solutions
New York
$1.68M 34,177 +9,279 +37%
WCFA
122
Walkner Condon Financial Advisors
Wisconsin
$1.68M 34,098 -21,029 -38%
Northwestern Mutual Wealth Management
123
Northwestern Mutual Wealth Management
Wisconsin
$1.63M 33,126 +2,715 +9%
Lido Advisors
124
Lido Advisors
California
$1.62M 32,868 -9,645 -23%
DE
125
Day & Ennis
Georgia
$1.6M 32,411 +32,411 New
3 4
5
6 7