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Schwab Intermediately-Term US Treasury ETF
SCHR

Overview Fund Activity

361 hedge funds and large institutions have $6.32B invested in Schwab Intermediately-Term US Treasury ETF in 2023 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 168 increasing their positions, 99 reducing their positions, and 49 closing their positions.

Holders
361
Holders Change
-8
Holders Change %
-2.17%
% of All Funds
5.69%
Holding in Top 10
22
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-15.38%
% of All Funds
0.35%
New
43
Increased
168
Reduced
99
Closed
49
Calls
$601K
Puts
$192K
Net Calls
+$409K
Net Calls Change
+$1.66M

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$477M
2
CSIA
2
Charles Schwab Investment Advisory
California
$3.82B
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$265M
4
Ameriprise
4
Ameriprise
Minnesota
$147M
5
Bank of America
5
Bank of America
North Carolina
$39.2M

Top Sellers

1
AssetMark Inc
1
AssetMark Inc
California
$4.14K
2
Jane Street
2
Jane Street
New York
$7.31M
3
MIM
3
Morningstar Investment Management
Illinois
$14.5M
4
NYLIM
4
New York Life Investment Management
New York
$0
5
TI
5
Tidal Investments
Wisconsin
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
VA
101
Valmark Advisers
Ohio
$3.14M +$74.1K +3,006 +2%
NCM
102
Northwest Capital Management
Oregon
$3.1M -$90.5K -3,672 -3%
Financial Engines Advisors
103
Financial Engines Advisors
California
$3.05M +$328K +13,292 +12%
Carson Wealth (CWM LLC)
104
Carson Wealth (CWM LLC)
Nebraska
$2.99M +$2.82M +114,420 +1,670%
UBS Group
105
UBS Group
Switzerland
$2.89M -$83.6K -3,394 -3%
FTA
106
Financial & Tax Architects
Missouri
$2.81M +$2.81M +114,144 New
GG
107
GenWealth Group
New Jersey
$2.56M +$324K +13,164 +14%
WIP
108
WealthCare Investment Partners
Rhode Island
$2.53M +$1.78M +72,694 +237%
FC
109
Financial Consulate
Maryland
$2.46M +$3.89K +158 +0.2%
SIC
110
Salem Investment Counselors
North Carolina
$2.21M -$58K -2,354 -3%
AFP
111
Ausdal Financial Partners
Iowa
$2.2M -$71.8K -2,912 -3%
TPCW
112
TD Private Client Wealth
New York
$2.13M +$120K +4,854 +6%
National Bank of Canada
113
National Bank of Canada
Quebec, Canada
$2M +$142K +5,782 +8%
BFEC
114
Benjamin F. Edwards & Company
Missouri
$1.95M +$971K +39,408 +99%
MWAM
115
Manhattan West Asset Management
California
$1.86M +$492K +19,970 +36%
MPM
116
Meritage Portfolio Management
Kansas
$1.86M +$364K +14,774 +24%
WCFA
117
Walkner Condon Financial Advisors
Wisconsin
$1.84M +$151K +6,144 +9%
SPA
118
Sentinel Pension Advisors
Massachusetts
$1.82M +$1.82M +74,012 New
BSB
119
Bangor Savings Bank
Maine
$1.82M -$117K -4,748 -6%
Northwestern Mutual Wealth Management
120
Northwestern Mutual Wealth Management
Wisconsin
$1.71M +$19.3K +782 +1%
EWA
121
EverSource Wealth Advisors
Alabama
$1.7M -$52K -2,110 -3%
CB
122
Commerce Bank
Missouri
$1.65M +$1.65M +67,080 New
AWS
123
Atria Wealth Solutions
New York
$1.65M +$266K +10,776 +19%
SWA
124
Stratos Wealth Advisors
Ohio
$1.64M -$155K -6,308 -9%
VT
125
Vise Technologies
New York
$1.64M +$102K +4,126 +7%
3 4
5
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