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Schwab Intermediately-Term US Treasury ETF
SCHR

Overview Fund Activity

357 hedge funds and large institutions have $6.65B invested in Schwab Intermediately-Term US Treasury ETF in 2022 Q4 according to their latest regulatory filings, with 72 funds opening new positions, 100 increasing their positions, 140 reducing their positions, and 41 closing their positions.

Holders
357
Holders Change
+27
Holders Change %
+8.18%
% of All Funds
5.76%
Holding in Top 10
28
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+7.69%
% of All Funds
0.45%
New
72
Increased
100
Reduced
140
Closed
41
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$105M
2
Ameriprise
2
Ameriprise
Minnesota
$115M
3
Morgan Stanley
3
Morgan Stanley
New York
$35.7M
4
GP
4
Greenline Partners
New York
$18.2M
5
KL
5
KilterHowling LLC
Colorado
$14.4M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$502M
2
CSIA
2
Charles Schwab Investment Advisory
California
$3.78B
3
FTUS
3
Flow Traders U.S.
New York
$889K
4
MAM
4
Madison Asset Management
Wisconsin
$40.4M
5
Charles Schwab
5
Charles Schwab
California
$28.6M
Name Market Value Shares Shares
Change 		Shares
Change %
EH
126
Equitable Holdings
New York
$1.55M 31,561 +1,392 +5%
Cetera Investment Advisers
127
Cetera Investment Advisers
Illinois
$1.45M 29,431 +29,431 New
FA
128
Fiduciary Alliance
South Carolina
$1.41M 28,735 +28,735 New
TCM
129
Tran Capital Management
California
$1.37M 27,824 +62 +0.2%
RG
130
Retirement Group
California
$1.34M 27,206 +5,973 +28%
Koshinski Asset Management
131
Koshinski Asset Management
Illinois
$1.34M 27,151 -2,310 -8%
CAAS
132
Capital Asset Advisory Services
Michigan
$1.32M 26,906 +26,906 New
WA
133
Waverly Advisors
Alabama
$1.32M 26,750 +61 +0.2%
PAS
134
Park Avenue Securities
New York
$1.29M 26,278 -53,368 -67%
SP
135
Successful Portfolios
Florida
$1.26M 25,656 +6,301 +33%
SAM
136
SignalPoint Asset Management
Missouri
$1.26M 25,543 -321 -1%
SA
137
Strategic Advisors
New York
$1.25M 25,426 -2,085 -8%
CAG
138
Csenge Advisory Group
Florida
$1.25M 25,344 -4,684 -16%
MWAM
139
Manhattan West Asset Management
California
$1.23M 25,025 +1,315 +6%
MMA
140
Miracle Mile Advisors
California
$1.18M 24,048 +24,048 New
HCM
141
Hutchinson Capital Management
California
$1.18M 23,932 – –
VT
142
Vise Technologies
New York
$1.09M 22,167 -3,619 -14%
BA
143
Bridge Advisory
California
$1.05M 21,426 +11,882 +124%
PP
144
PrairieView Partners
Minnesota
$1.03M 20,951 -19,691 -48%
VVP
145
Venture Visionary Partners
Ohio
$1.02M 20,707 -193 -0.9%
FG
146
Foster Group
Iowa
$1M 20,404 +20,404 New
Financial Engines Advisors
147
Financial Engines Advisors
California
$992K 20,147 -515,581 -96%
PIMG
148
Patriot Investment Management Group
Tennessee
$983K 19,527 -3,249 -14%
CA
149
Cambridge Associates
Massachusetts
$977K 19,842 -18,380 -48%
BFEC
150
Benjamin F. Edwards & Company
Missouri
$920K 18,681 +386 +2%
4 5
6
7 8