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Schwab Intermediately-Term US Treasury ETF
SCHR

Overview Fund Activity

369 hedge funds and large institutions have $6.32B invested in Schwab Intermediately-Term US Treasury ETF in 2023 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 131 increasing their positions, 125 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
369
Holders Change
+12
Holders Change %
+3.36%
% of All Funds
5.91%
Holding in Top 10
26
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-7.14%
% of All Funds
0.42%
New
56
Increased
131
Reduced
125
Closed
37
Calls
$353K
Puts
$1.6M
Net Calls
-$1.25M
Net Calls Change
-$1.25M

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$432M
2
AssetMark Inc
AssetMark Inc
California
$44.1M
3
MIM
Morningstar Investment Management
Illinois
$47.1M
4
TCM
Tradewinds Capital Management
Washington
$13.8M
5
Jane Street
Jane Street
New York
$46.5M

Top Sellers

1
LPL Financial
LPL Financial
California
$15.4M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$242M
3
MAM
Madison Asset Management
Wisconsin
$9.74M
4
YAL
Your Advocates Ltd
Texas
$7.33M
5
KL
KilterHowling LLC
Colorado
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TCM
126
Tran Capital Management
California
$1.47M +$63K +2,498 +4%
AWS
127
Atria Wealth Solutions
New York
$1.42M -$306K -12,126 -18%
MWAM
128
Manhattan West Asset Management
California
$1.4M +$139K +5,518 +11%
CAAS
129
Capital Asset Advisory Services
Michigan
$1.37M +$10.1K +400 +0.7%
NRWA
130
North Ridge Wealth Advisors
Oregon
$1.36M +$1.36M +53,754 New
RJFSA
131
Raymond James Financial Services Advisors
Florida
$1.34M +$1.34M +53,268 New
WA
132
Waverly Advisors
Alabama
$1.34M -$9.78K -388 -0.7%
SAM
133
SignalPoint Asset Management
Missouri
$1.29M +$5.75K +228 +0.4%
SP
134
Successful Portfolios
Florida
$1.26M -$36.2K -1,434 -3%
CAG
135
Csenge Advisory Group
Florida
$1.24M -$34.5K -1,368 -3%
DBRC
136
D.B. Root & Company
Pennsylvania
$1.22M -$549K -21,760 -31%
PP
137
PrairieView Partners
Minnesota
$1.22M +$161K +6,368 +15%
HCM
138
Hutchinson Capital Management
California
$1.21M – – –
MMA
139
Miracle Mile Advisors
California
$1.2M -$9.94K -394 -0.8%
CCA
140
Cobblestone Capital Advisors
New York
$1.18M -$864K -34,276 -42%
FFN
141
Focus Financial Network
Minnesota
$1.15M +$1.15M +45,518 New
Cetera Investment Advisers
142
Cetera Investment Advisers
Illinois
$1.07M -$416K -16,494 -28%
KSWA
143
Kathleen S. Wright Associates
Pennsylvania
$1.05M +$136K +5,384 +15%
VVP
144
Venture Visionary Partners
Ohio
$1.05M +$5.14K +204 +0.5%
RG
145
Retirement Group
California
$1.05M -$324K -12,862 -24%
FG
146
Foster Group
Iowa
$1.03M – – –
FA
147
Fiduciary Alliance
South Carolina
$1.02M -$429K -17,020 -30%
SWP
148
Stratos Wealth Partners
Ohio
$1.02M +$1.02M +40,266 New
BFEC
149
Benjamin F. Edwards & Company
Missouri
$1M +$60.3K +2,392 +6%
CA
150
Cambridge Associates
Massachusetts
$1M – – –
4 5
6
7 8