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Schwab Intermediately-Term US Treasury ETF
SCHR

Overview Fund Activity

390 hedge funds and large institutions have $6.85B invested in Schwab Intermediately-Term US Treasury ETF in 2023 Q4 according to their latest regulatory filings, with 71 funds opening new positions, 139 increasing their positions, 123 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
390
Holders Change
+22
Holders Change %
+5.98%
% of All Funds
5.72%
Holding in Top 10
28
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+27.27%
% of All Funds
0.41%
New
71
Increased
139
Reduced
123
Closed
46
Calls
$164K
Puts
$154K
Net Calls
+$10K
Net Calls Change
-$96K

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
$3.95B
2
PSP
Pacific Sage Partners
Washington
$61.3M
3
BB
Busey Bank
Illinois
$32.1M
4
TNA
True North Advisors
Texas
$26.8M
5
CA
Crane Advisory
California
$22.8M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$91.3M
2
AssetMark Inc
AssetMark Inc
California
$0
3
Bank of America
Bank of America
North Carolina
$25.6M
4
TI
Tidal Investments
Wisconsin
$0
5
Jane Street
Jane Street
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
DI
126
Diligent Investors
California
$2.42M -$619K -24,912 -20%
Jones Financial Companies
127
Jones Financial Companies
Missouri
$2.38M +$621K +24,984 +35%
WA
128
Waverly Advisors
Alabama
$2.34M +$1.14M +45,962 +95%
FC
129
Financial Consulate
Maryland
$2.34M -$83.9K -3,374 -3%
SIC
130
Salem Investment Counselors
North Carolina
$2.31M +$91K +3,660 +4%
SWM
131
SeaCrest Wealth Management
New York
$2.26M -$1.9M -76,974 -46%
MWAM
132
Manhattan West Asset Management
California
$2.23M +$141K +5,680 +7%
VT
133
Vise Technologies
New York
$2.22M -$178K -7,156 -7%
HF
134
HRT Financial
New York
$2.19M +$1.97M +79,118 +894%
SPA
135
Sentinel Pension Advisors
Massachusetts
$2.18M +$85.6K +3,442 +4%
TPCW
136
TD Private Client Wealth
New York
$2.17M -$71.7K -2,884 -3%
Comerica Bank
137
Comerica Bank
Texas
$2.16M +$175K +7,052 +9%
IWC
138
Integrated Wealth Concepts
Massachusetts
$2.09M +$810K +32,568 +63%
BCM
139
Barden Capital Management
Texas
$2.04M – – –
AWM
140
Axxcess Wealth Management
California
$2.01M +$353K +14,182 +21%
MG
141
MilWealth Group
Wisconsin
$1.98M +$1.91M +76,644 +2,618%
Susquehanna International Group
142
Susquehanna International Group
Pennsylvania
$1.98M +$1.42M +56,948 +252%
AFP
143
Ausdal Financial Partners
Iowa
$1.94M -$107K -4,320 -5%
TVAMP
144
Tennessee Valley Asset Management Partners
Tennessee
$1.93M +$964K +38,794 +100%
KSWA
145
Kathleen S. Wright Associates
Pennsylvania
$1.92M +$535K +21,506 +39%
CAAS
146
Capital Asset Advisory Services
Michigan
$1.75M +$462K +18,572 +36%
TPI
147
Trust Point Inc
Wisconsin
$1.74M +$1.74M +69,802 New
Thrivent Financial for Lutherans
148
Thrivent Financial for Lutherans
Minnesota
$1.69M +$1.04M +41,646 +159%
CB
149
Commerce Bank
Missouri
$1.56M -$27.7K -1,114 -2%
CFGS
150
Concourse Financial Group Securities
Alabama
$1.56M +$977K +39,300 +167%
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