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Schwab Intermediately-Term US Treasury ETF
SCHR

Overview Fund Activity

361 hedge funds and large institutions have $6.32B invested in Schwab Intermediately-Term US Treasury ETF in 2023 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 168 increasing their positions, 99 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
361
Holders Change
-8
Holders Change %
-2.17%
% of All Funds
5.69%
Holding in Top 10
22
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-15.38%
% of All Funds
0.35%
New
43
Increased
168
Reduced
99
Closed
49
Calls
$601K
Puts
$192K
Net Calls
+$409K
Net Calls Change
+$1.66M

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$477M
2
CSIA
2
Charles Schwab Investment Advisory
California
$3.82B
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$265M
4
Ameriprise
4
Ameriprise
Minnesota
$147M
5
Bank of America
5
Bank of America
North Carolina
$39.2M

Top Sellers

1
AssetMark Inc
1
AssetMark Inc
California
$4.14K
2
Jane Street
2
Jane Street
New York
$7.31M
3
MIM
3
Morningstar Investment Management
Illinois
$14.5M
4
NYLIM
4
New York Life Investment Management
New York
$0
5
TI
5
Tidal Investments
Wisconsin
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
126
Congress Wealth Management
Massachusetts
$1.62M -$107K -4,362 -6%
BCM
127
Barden Capital Management
Texas
$1.55M -$548K -22,250 -26%
Lido Advisors
128
Lido Advisors
California
$1.51M +$47.7K +1,934 +3%
CAG
129
Csenge Advisory Group
Florida
$1.5M +$281K +11,394 +23%
RJFSA
130
Raymond James Financial Services Advisors
Florida
$1.48M +$170K +6,898 +13%
RF
131
RHS Financial
California
$1.45M -$91.5K -3,712 -6%
Koshinski Asset Management
132
Koshinski Asset Management
Illinois
$1.42M +$1.42M +57,754 New
IWC
133
Integrated Wealth Concepts
Massachusetts
$1.41M -$1.53M -62,248 -52%
TCM
134
Tran Capital Management
California
$1.38M -$54.3K -2,204 -4%
NRWA
135
North Ridge Wealth Advisors
Oregon
$1.3M -$21.1K -858 -2%
FFN
136
Focus Financial Network
Minnesota
$1.28M +$162K +6,580 +14%
CAAS
137
Capital Asset Advisory Services
Michigan
$1.28M -$59.5K -2,410 -4%
SAM
138
SignalPoint Asset Management
Missouri
$1.26M -$3.11K -126 -0.2%
OCG
139
Opus Capital Group
Ohio
$1.25M -$3.01M -122,214 -71%
AG
140
Advocate Group
Minnesota
$1.23M +$1.23M +50,088 New
Jones Financial Companies
141
Jones Financial Companies
Missouri
$1.22M +$438K +17,794 +56%
MCM
142
Mendel Capital Management
Arkansas
$1.22M +$843K +34,202 +225%
SWP
143
Stratos Wealth Partners
Ohio
$1.2M +$211K +8,572 +21%
William Blair & Company
144
William Blair & Company
Illinois
$1.2M +$806K +32,730 +205%
HCM
145
Hutchinson Capital Management
California
$1.18M – – –
FG
146
Foster Group
Iowa
$1.18M +$172K +6,994 +17%
WA
147
Waverly Advisors
Alabama
$1.17M -$135K -5,494 -10%
CCA
148
Cobblestone Capital Advisors
New York
$1.16M +$3.94K +160 +0.3%
Cetera Investment Advisers
149
Cetera Investment Advisers
Illinois
$1.15M +$107K +4,344 +10%
DBRC
150
D.B. Root & Company
Pennsylvania
$1.1M -$93.4K -3,792 -8%
4 5
6
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