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Schwab Intermediately-Term US Treasury ETF
SCHR

Overview Fund Activity

368 hedge funds and large institutions have $6.42B invested in Schwab Intermediately-Term US Treasury ETF in 2023 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 160 increasing their positions, 103 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
368
Holders Change
+7
Holders Change %
+1.94%
% of All Funds
5.87%
Holding in Top 10
22
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.35%
New
50
Increased
160
Reduced
103
Closed
40
Calls
$307K
Puts
$201K
Net Calls
+$106K
Net Calls Change
-$303K

Top Buyers

1
Creative Planning
1
Creative Planning
Kansas
$77M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$495M
3
AssetMark Inc
3
AssetMark Inc
California
$30.7M
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$48.5M
5
Ameriprise
5
Ameriprise
Minnesota
$171M

Top Sellers

1
TCM
1
Tradewinds Capital Management
Washington
$51.8K
2
HP
2
Hilltop Partners
Indiana
$3.26M
3
Charles Schwab
3
Charles Schwab
California
$14.9M
4
CSIA
4
Charles Schwab Investment Advisory
California
$3.7B
5
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$628K
Name Holding Trade Value Shares
Change 		Shares
Change %
BSB
126
Bangor Savings Bank
Maine
$1.73M -$32.1K -1,340 -2%
Jones Financial Companies
127
Jones Financial Companies
Missouri
$1.7M +$509K +21,246 +43%
AWM
128
Axxcess Wealth Management
California
$1.59M +$1.3M +54,422 +449%
Lido Advisors
129
Lido Advisors
California
$1.58M +$115K +4,794 +8%
FFN
130
Focus Financial Network
Minnesota
$1.57M +$322K +13,450 +26%
CAG
131
Csenge Advisory Group
Florida
$1.57M +$113K +4,714 +8%
CB
132
Commerce Bank
Missouri
$1.53M -$73.5K -3,066 -5%
SFC
133
SYM Financial Corp
Indiana
$1.52M +$724K +30,218 +91%
Cetera Investment Advisers
134
Cetera Investment Advisers
Illinois
$1.51M +$387K +16,140 +35%
Koshinski Asset Management
135
Koshinski Asset Management
Illinois
$1.4M +$14.9K +620 +1%
MCM
136
Mendel Capital Management
Arkansas
$1.36M +$176K +7,336 +15%
AG
137
Advocate Group
Minnesota
$1.35M +$150K +6,246 +12%
KSWA
138
Kathleen S. Wright Associates
Pennsylvania
$1.33M +$269K +11,242 +25%
AWM
139
Apollon Wealth Management
South Carolina
$1.32M +$1.32M +55,170 New
DBRC
140
D.B. Root & Company
Pennsylvania
$1.3M +$231K +9,628 +22%
RJA
141
Raymond James & Associates
Florida
$1.27M +$549K +22,886 +76%
RJFSA
142
Raymond James Financial Services Advisors
Florida
$1.26M -$178K -7,414 -12%
CAAS
143
Capital Asset Advisory Services
Michigan
$1.24M +$623 +26 +0.1%
IWC
144
Integrated Wealth Concepts
Massachusetts
$1.24M -$132K -5,492 -10%
William Blair & Company
145
William Blair & Company
Illinois
$1.22M +$55.5K +2,314 +5%
Financial Engines Advisors
146
Financial Engines Advisors
California
$1.19M -$1.77M -74,000 -60%
TCM
147
Tran Capital Management
California
$1.19M -$152K -6,324 -11%
SWP
148
Stratos Wealth Partners
Ohio
$1.19M +$15.3K +638 +1%
CA
149
Cambridge Associates
Massachusetts
$1.18M +$298K +12,418 +34%
WA
150
Waverly Advisors
Alabama
$1.16M +$13.9K +578 +1%
4 5
6
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