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Schwab Intermediately-Term US Treasury ETF
SCHR

Overview Fund Activity

320 hedge funds and large institutions have $6.32B invested in Schwab Intermediately-Term US Treasury ETF in 2022 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 107 increasing their positions, 121 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
320
Holders Change
+2
Holders Change %
+0.63%
% of All Funds
5.41%
Holding in Top 10
24
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+20%
% of All Funds
0.41%
New
43
Increased
107
Reduced
121
Closed
38
Calls
$382K
Puts
–
Net Calls
+$382K
Net Calls Change
+$382K

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$3.84B
2
Jane Street
2
Jane Street
New York
$112M
3
Ameriprise
3
Ameriprise
Minnesota
$94.6M
4
CWA
4
Cornerstone Wealth Advisors
Minnesota
$27M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$300M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$540M
2
MIM
2
Morningstar Investment Management
Illinois
$32.2M
3
5L
3
55I LLC
Massachusetts
$0
4
VA
4
Verdad Advisers
Massachusetts
$0
5
AssetMark Inc
5
AssetMark Inc
California
$9.72M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFC
151
SYM Financial Corp
Indiana
$705K +$151K +5,838 +27%
RIM
152
Rockbridge Investment Management
New York
$703K -$6.5K -252 -0.9%
HFS
153
Horizon Financial Services
North Carolina
$694K -$43.1K -1,670 -6%
AWC
154
Adamsbrown Wealth Consultants
Kansas
$673K -$195K -7,538 -22%
PWM
155
Perigon Wealth Management
California
$664K -$8.58M -332,890 -93%
SBH
156
Segall Bryant & Hamill
Illinois
$661K +$25.6K +992 +4%
HWM
157
HB Wealth Management
Georgia
$609K -$160K -6,190 -21%
SEA
158
Stegent Equity Advisors
Texas
$588K +$588K +22,784 New
IGWM
159
ICA Group Wealth Management
Colorado
$572K +$572K +22,202 New
SWM
160
Silverlake Wealth Management
Vermont
$555K +$87.2K +3,378 +19%
EAM
161
Evanson Asset Management
California
$553K +$1.86K +72 +0.3%
JWS
162
Juncture Wealth Strategies
Arizona
$530K -$802K -31,066 -60%
Comerica Bank
163
Comerica Bank
Texas
$522K +$89.3K +3,482 +21%
ZF
164
Zhang Financial
Michigan
$512K +$60.4K +2,340 +13%
TSA
165
Tri-Star Advisors
Texas
$510K +$510K +19,612 New
VCM
166
Vision Capital Management
Oregon
$509K +$40.7K +1,576 +9%
CFD
167
Creative Financial Designs
Indiana
$504K +$254K +9,842 +101%
BWM
168
Birchcreek Wealth Management
Ohio
$491K -$95.9K -3,720 -16%
BA
169
Bridge Advisory
California
$491K +$491K +19,030 New
IWM
170
IHT Wealth Management
Illinois
$478K +$309 +12 +0.1%
JWM
171
JFG Wealth Management
Colorado
$474K -$35K -1,358 -7%
AMG
172
Asset Management Group
Connecticut
$473K +$1.55K +60 +0.3%
PCWA
173
Pacific Capital Wealth Advisors
California
$444K -$20.3K -786 -4%
APC
174
Asset Planning Corporation
Tennessee
$435K -$219K -8,494 -34%
FW
175
FirstPurpose Wealth
Utah
$427K -$151K -5,858 -26%
5 6
7
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