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Schwab Intermediately-Term US Treasury ETF
SCHR

Overview Fund Activity

369 hedge funds and large institutions have $6.32B invested in Schwab Intermediately-Term US Treasury ETF in 2023 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 131 increasing their positions, 125 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
369
Holders Change
+12
Holders Change %
+3.36%
% of All Funds
5.91%
Holding in Top 10
26
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-7.14%
% of All Funds
0.42%
New
56
Increased
131
Reduced
125
Closed
37
Calls
$353K
Puts
$1.6M
Net Calls
-$1.25M
Net Calls Change
-$1.25M

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$432M
2
AssetMark Inc
2
AssetMark Inc
California
$44.1M
3
MIM
3
Morningstar Investment Management
Illinois
$47.1M
4
TCM
4
Tradewinds Capital Management
Washington
$13.8M
5
Jane Street
5
Jane Street
New York
$46.5M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$15.4M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$242M
3
MAM
3
Madison Asset Management
Wisconsin
$9.74M
4
YAL
4
Your Advocates Ltd
Texas
$7.33M
5
KL
5
KilterHowling LLC
Colorado
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FC
101
Financial Consulate
Maryland
$2.51M -$4.71M -186,926 -65%
AFP
102
Ausdal Financial Partners
Iowa
$2.32M -$135K -5,362 -5%
SIC
103
Salem Investment Counselors
North Carolina
$2.32M -$16.7K -664 -0.7%
GG
104
GenWealth Group
New Jersey
$2.29M +$9.13K +362 +0.4%
PWM
105
Perigon Wealth Management
California
$2.17M -$7.05M -279,638 -76%
BCM
106
Barden Capital Management
Texas
$2.15M -$704K -27,910 -25%
TPCW
107
TD Private Client Wealth
New York
$2.06M +$5.19K +206 +0.3%
VIA
108
Vident Investment Advisory
Georgia
$2.04M +$2.04M +81,058 New
BSB
109
Bangor Savings Bank
Maine
$1.98M -$282K -11,196 -12%
WAM
110
WNY Asset Management
New York
$1.93M -$364K -14,444 -16%
National Bank of Canada
111
National Bank of Canada
Quebec, Canada
$1.9M -$198K -7,866 -9%
HF
112
HRT Financial
New York
$1.86M +$1.24M +49,150 +199%
SWA
113
Stratos Wealth Advisors
Ohio
$1.84M -$1.29M -51,068 -41%
EWA
114
EverSource Wealth Advisors
Alabama
$1.78M -$1.66K -66 -0.1%
CWM
115
Congress Wealth Management
Massachusetts
$1.76M -$51.5K -2,044 -3%
FAIM
116
Financial Advocates Investment Management
Washington
$1.75M -$763K -30,248 -30%
Northwestern Mutual Wealth Management
117
Northwestern Mutual Wealth Management
Wisconsin
$1.73M +$64.1K +2,542 +4%
WCFA
118
Walkner Condon Financial Advisors
Wisconsin
$1.73M +$8.42K +334 +0.5%
PAG
119
Private Advisor Group
New Jersey
$1.61M +$1.61M +63,878 New
VT
120
Vise Technologies
New York
$1.58M +$458K +18,164 +41%
RF
121
RHS Financial
California
$1.57M -$310K -12,292 -16%
MPM
122
Meritage Portfolio Management
Kansas
$1.53M -$458K -18,174 -23%
MML Investors Services
123
MML Investors Services
Massachusetts
$1.52M -$1.1M -43,646 -42%
Susquehanna International Group
124
Susquehanna International Group
Pennsylvania
$1.5M -$365K -14,488 -20%
Lido Advisors
125
Lido Advisors
California
$1.49M -$166K -6,582 -10%
3 4
5
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