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Schwab Intermediately-Term US Treasury ETF
SCHR

Overview Fund Activity

368 hedge funds and large institutions have $6.42B invested in Schwab Intermediately-Term US Treasury ETF in 2023 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 160 increasing their positions, 103 reducing their positions, and 40 closing their positions.

Holders
368
Holders Change
+7
Holders Change %
+1.94%
% of All Funds
5.87%
Holding in Top 10
22
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.35%
New
50
Increased
160
Reduced
103
Closed
40
Calls
$307K
Puts
$201K
Net Calls
+$106K
Net Calls Change
-$303K

Top Buyers

1
Creative Planning
1
Creative Planning
Kansas
$77M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$495M
3
AssetMark Inc
3
AssetMark Inc
California
$30.7M
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$48.5M
5
Ameriprise
5
Ameriprise
Minnesota
$171M

Top Sellers

1
TCM
1
Tradewinds Capital Management
Washington
$51.8K
2
HP
2
Hilltop Partners
Indiana
$3.26M
3
Charles Schwab
3
Charles Schwab
California
$14.9M
4
CSIA
4
Charles Schwab Investment Advisory
California
$3.7B
5
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$628K
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
101
Spire Wealth Management
Virginia
$3.31M -$448K -18,696 -12%
HP
102
Hilltop Partners
Indiana
$3.26M -$11.6M -484,752 -78%
Commonwealth Equity Services
103
Commonwealth Equity Services
Massachusetts
$3.18M -$650K -27,114 -17%
FTUS
104
Flow Traders U.S.
New York
$3.11M -$3.77M -157,148 -55%
VA
105
Valmark Advisers
Ohio
$3.07M +$13K +544 +0.4%
FIM
106
Freedom Investment Management
Connecticut
$2.98M -$236K -9,852 -7%
DI
107
Diligent Investors
California
$2.93M -$674K -28,116 -19%
GG
108
GenWealth Group
New Jersey
$2.82M +$323K +13,490 +13%
KFS
109
Kaizen Financial Strategies
California
$2.81M -$2.05M -85,480 -42%
WIP
110
WealthCare Investment Partners
Rhode Island
$2.79M +$327K +13,738 +13%
WCFA
111
Walkner Condon Financial Advisors
Wisconsin
$2.78M +$995K +41,506 +56%
SWA
112
Stratos Wealth Advisors
Ohio
$2.47M +$874K +36,444 +55%
FC
113
Financial Consulate
Maryland
$2.34M -$53.5K -2,234 -2%
VT
114
Vise Technologies
New York
$2.31M +$715K +29,810 +45%
TPCW
115
TD Private Client Wealth
New York
$2.16M +$85.6K +3,572 +4%
SIC
116
Salem Investment Counselors
North Carolina
$2.14M -$6.47K -270 -0.3%
BFEC
117
Benjamin F. Edwards & Company
Missouri
$2.1M +$197K +8,210 +10%
BCM
118
Barden Capital Management
Texas
$2.04M +$523K +21,800 +35%
SPA
119
Sentinel Pension Advisors
Massachusetts
$2.02M +$244K +10,194 +14%
MWAM
120
Manhattan West Asset Management
California
$2M +$206K +8,682 +11%
AFP
121
Ausdal Financial Partners
Iowa
$1.97M -$169K -7,060 -8%
MPM
122
Meritage Portfolio Management
Kansas
$1.94M +$134K +5,610 +7%
Comerica Bank
123
Comerica Bank
Texas
$1.91M +$1.91M +79,824 New
Northwestern Mutual Wealth Management
124
Northwestern Mutual Wealth Management
Wisconsin
$1.86M +$194K +8,104 +12%
National Bank of Canada
125
National Bank of Canada
Quebec, Canada
$1.8M -$126K -5,332 -7%
3 4
5
6 7