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Schwab Intermediately-Term US Treasury ETF
SCHR

Overview Fund Activity

320 hedge funds and large institutions have $6.32B invested in Schwab Intermediately-Term US Treasury ETF in 2022 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 107 increasing their positions, 121 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
320
Holders Change
+2
Holders Change %
+0.63%
% of All Funds
5.41%
Holding in Top 10
24
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+20%
% of All Funds
0.41%
New
43
Increased
107
Reduced
121
Closed
38
Calls
$382K
Puts
–
Net Calls
+$382K
Net Calls Change
+$382K

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$3.84B
2
Jane Street
2
Jane Street
New York
$112M
3
Ameriprise
3
Ameriprise
Minnesota
$94.6M
4
CWA
4
Cornerstone Wealth Advisors
Minnesota
$27M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$300M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$540M
2
MIM
2
Morningstar Investment Management
Illinois
$32.2M
3
5L
3
55I LLC
Massachusetts
$0
4
VA
4
Verdad Advisers
Massachusetts
$0
5
AssetMark Inc
5
AssetMark Inc
California
$9.72M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAAS
126
Capital Asset Advisory Services
Michigan
$1.19M +$375K +14,546 +46%
Mercer Global Advisors
127
Mercer Global Advisors
Colorado
$1.13M +$134K +5,176 +13%
VT
128
Vise Technologies
New York
$1.12M +$1.12M +43,558 New
Citadel Advisors
129
Citadel Advisors
Florida
$1.1M +$856K +33,166 +348%
VVP
130
Venture Visionary Partners
Ohio
$1.07M +$104K +4,024 +11%
MWAM
131
Manhattan West Asset Management
California
$1.04M +$1.04M +40,144 New
RW
132
Rede Wealth
Virginia
$1.04M -$122K -4,732 -11%
RG
133
Retirement Group
California
$1.03M +$759K +29,418 +284%
FMC
134
First Merchants Corp
Indiana
$1.01M -$462K -17,940 -31%
BIP
135
Blueprint Investment Partners
North Carolina
$1M -$393K -15,220 -28%
CAMV
136
Concord Asset Management (Virginia)
Virginia
$981K +$67.3K +2,608 +7%
SP
137
Successful Portfolios
Florida
$942K -$92.8K -3,596 -9%
BFEC
138
Benjamin F. Edwards & Company
Missouri
$925K -$50.1K -1,942 -5%
MSFS
139
Main Street Financial Solutions
Pennsylvania
$924K +$924K +35,830 New
RP
140
Riverwater Partners
Wisconsin
$916K +$155 +6 +0%
LAIC
141
Lederer & Associates Investment Counsel
California
$875K -$65.2K -2,530 -7%
AF
142
Allworth Financial
California
$874K +$313K +12,146 +56%
VWA
143
V Wealth Advisors
Kansas
$869K -$6.19K -240 -0.7%
SHFP
144
Second Half Financial Partners
Florida
$867K – – –
AWS
145
Atria Wealth Solutions
New York
$803K +$43.2K +1,676 +6%
DPI
146
Diversified Portfolios Inc
Michigan
$780K -$34.1K -1,320 -4%
FA
147
Fagan Associates
New York
$757K +$52 +2 +0%
AA
148
Alesco Advisors
New York
$751K -$5.47K -212 -0.7%
TCM
149
Twele Capital Management
Minnesota
$730K -$7.64K -296 -1%
SF
150
Synovus Financial
Georgia
$715K +$23.1K +894 +3%
4 5
6
7 8