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Schwab Intermediately-Term US Treasury ETF
SCHR

Overview Fund Activity

390 hedge funds and large institutions have $6.85B invested in Schwab Intermediately-Term US Treasury ETF in 2023 Q4 according to their latest regulatory filings, with 71 funds opening new positions, 139 increasing their positions, 123 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
390
Holders Change
+22
Holders Change %
+5.98%
% of All Funds
5.72%
Holding in Top 10
28
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+27.27%
% of All Funds
0.41%
New
71
Increased
139
Reduced
123
Closed
46
Calls
$164K
Puts
$154K
Net Calls
+$10K
Net Calls Change
-$96K

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
$3.95B
2
PSP
Pacific Sage Partners
Washington
$61.3M
3
BB
Busey Bank
Illinois
$32.1M
4
TNA
True North Advisors
Texas
$26.8M
5
CA
Crane Advisory
California
$22.8M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$91.3M
2
AssetMark Inc
AssetMark Inc
California
$0
3
Bank of America
Bank of America
North Carolina
$25.6M
4
TI
Tidal Investments
Wisconsin
$0
5
Jane Street
Jane Street
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
HP
101
Hilltop Partners
Indiana
$3.64M +$268K +10,762 +8%
MA
102
Modus Advisors
Minnesota
$3.64M +$3.64M +146,566 New
GG
103
GenWealth Group
New Jersey
$3.63M +$705K +28,348 +24%
MFG
104
Merit Financial Group
Georgia
$3.62M +$3.62M +145,484 New
WCFA
105
Walkner Condon Financial Advisors
Wisconsin
$3.59M +$706K +28,408 +24%
RWM
106
RKL Wealth Management
Pennsylvania
$3.52M -$374K -15,062 -10%
SWM
107
Spire Wealth Management
Virginia
$3.31M -$90.7K -3,680 -3%
MM
108
Meridian Management
Arkansas
$3.31M -$2.63M -107,326 -44%
Commonwealth Equity Services
109
Commonwealth Equity Services
Massachusetts
$3.31M +$11.8K +474 +0.4%
RJA
110
Raymond James & Associates
Florida
$3.19M +$1.87M +75,364 +142%
HighTower Advisors
111
HighTower Advisors
Illinois
$3.1M -$3.4M -136,724 -52%
WIP
112
WealthCare Investment Partners
Rhode Island
$3.02M +$124K +5,014 +4%
Cetera Investment Advisers
113
Cetera Investment Advisers
Illinois
$2.89M +$1.33M +53,422 +85%
KFS
114
Kaizen Financial Strategies
California
$2.89M -$23.8K -956 -0.8%
PP
115
PrairieView Partners
Minnesota
$2.88M +$1.75M +70,218 +153%
FIM
116
Freedom Investment Management
Connecticut
$2.75M -$348K -13,982 -11%
Cambridge Investment Research Advisors
117
Cambridge Investment Research Advisors
Iowa
$2.73M -$1.62M -65,030 -37%
AWM
118
AE Wealth Management
Kansas
$2.7M +$2.7M +109,366 New
SWA
119
Stratos Wealth Advisors
Ohio
$2.67M +$103K +4,158 +4%
BCM
120
Brookstone Capital Management
Illinois
$2.65M +$2.17M +87,308 +451%
MPM
121
Meritage Portfolio Management
Kansas
$2.61M +$596K +23,976 +30%
Northwestern Mutual Wealth Management
122
Northwestern Mutual Wealth Management
Wisconsin
$2.59M +$658K +26,470 +34%
CM
123
Columbus Macro
Pennsylvania
$2.59M +$2.59M +103,988 New
CPG
124
Custom Portfolio Group
Colorado
$2.53M +$2.53M +110,396 New
SFC
125
SYM Financial Corp
Indiana
$2.43M +$859K +34,556 +55%
3 4
5
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