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Schwab Intermediately-Term US Treasury ETF
SCHR

Overview Fund Activity

357 hedge funds and large institutions have $6.65B invested in Schwab Intermediately-Term US Treasury ETF in 2022 Q4 according to their latest regulatory filings, with 72 funds opening new positions, 100 increasing their positions, 140 reducing their positions, and 41 closing their positions.

Holders
357
Holders Change
+27
Holders Change %
+8.18%
% of All Funds
5.76%
Holding in Top 10
28
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+7.69%
% of All Funds
0.45%
New
72
Increased
100
Reduced
140
Closed
41
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$105M
2
Ameriprise
2
Ameriprise
Minnesota
$115M
3
Morgan Stanley
3
Morgan Stanley
New York
$35.7M
4
GP
4
Greenline Partners
New York
$18.2M
5
KL
5
KilterHowling LLC
Colorado
$14.4M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$502M
2
CSIA
2
Charles Schwab Investment Advisory
California
$3.78B
3
FTUS
3
Flow Traders U.S.
New York
$889K
4
MAM
4
Madison Asset Management
Wisconsin
$40.4M
5
Charles Schwab
5
Charles Schwab
California
$28.6M
Name Market Value Shares Shares
Change 		Shares
Change %
CAPTRUST Financial Advisors
151
CAPTRUST Financial Advisors
North Carolina
$900K 36,572 -2,800 -7%
KSWA
152
Kathleen S. Wright Associates
Pennsylvania
$894K 36,304 +19,108 +111%
FTUS
153
Flow Traders U.S.
New York
$889K 36,118 -1,756,512 -98%
DAS
154
Dynamic Advisor Solutions
Arizona
$878K 35,654 +24,282 +214%
OCG
155
Opus Capital Group
Ohio
$830K 33,736 -229,950 -87%
VWA
156
V Wealth Advisors
Kansas
$829K 33,660 – –
RJA
157
Raymond James & Associates
Florida
$799K 32,468 +23,848 +277%
CCWA
158
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$794K 32,276 +32,276 New
SFC
159
SYM Financial Corp
Indiana
$793K 32,202 +1,112 +4%
TVAMP
160
Tennessee Valley Asset Management Partners
Tennessee
$792K 32,192 +6,632 +26%
WFA
161
Wellspring Financial Advisors
Ohio
$764K 31,054 +31,054 New
WWM
162
WT Wealth Management
Arizona
$755K 30,680 -38,518 -56%
DPI
163
Diversified Portfolios Inc
Michigan
$737K 29,942 +9,400 +46%
LAIC
164
Lederer & Associates Investment Counsel
California
$734K 29,830 +406 +1%
AA
165
Alesco Advisors
New York
$707K 28,740 +1,220 +4%
VCP
166
Vista Capital Partners
Oregon
$686K 27,860 +16,082 +137%
SAG
167
SageView Advisory Group
California
$682K 27,724 +27,724 New
TCM
168
Twele Capital Management
Minnesota
$680K 27,606 +3,558 +15%
FA
169
Fagan Associates
New York
$675K 27,414 -1,916 -7%
RIM
170
Rockbridge Investment Management
New York
$665K 27,020 -268 -1%
PTC
171
Private Trust Company
Ohio
$659K 26,772 -7,956 -23%
IGWM
172
ICA Group Wealth Management
Colorado
$642K 26,064 +4,678 +22%
HF
173
HRT Financial
New York
$608K 24,712 -22,016 -47%
HHRDM
174
H&H Retirement Design & Management
Nevada
$604K 24,012 -53,146 -69%
SBH
175
Segall Bryant & Hamill
Illinois
$596K 24,252 -360 -1%
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