SCHR icon

Schwab Intermediately-Term US Treasury ETF
SCHR

Overview Fund Activity

369 hedge funds and large institutions have $6.32B invested in Schwab Intermediately-Term US Treasury ETF in 2023 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 131 increasing their positions, 125 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
369
Holders Change
+12
Holders Change %
+3.36%
% of All Funds
5.91%
Holding in Top 10
26
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-7.14%
% of All Funds
0.42%
New
56
Increased
131
Reduced
125
Closed
37
Calls
$353K
Puts
$1.6M
Net Calls
-$1.25M
Net Calls Change
-$1.25M

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$432M
2
AssetMark Inc
AssetMark Inc
California
$44.1M
3
MIM
Morningstar Investment Management
Illinois
$47.1M
4
TCM
Tradewinds Capital Management
Washington
$13.8M
5
Jane Street
Jane Street
New York
$46.5M

Top Sellers

1
LPL Financial
LPL Financial
California
$15.4M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$242M
3
MAM
Madison Asset Management
Wisconsin
$9.74M
4
YAL
Your Advocates Ltd
Texas
$7.33M
5
KL
KilterHowling LLC
Colorado
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PIMG
151
Patriot Investment Management Group
Tennessee
$981K -$3.88K -154 -0.4%
JWS
152
Juncture Wealth Strategies
Arizona
$943K -$918K -36,390 -49%
TIM
153
Tortoise Investment Management
New York
$876K +$300K +11,878 +52%
DE
154
Day & Ennis
Georgia
$873K -$762K -30,216 -47%
WAM
155
Worth Asset Management
Texas
$845K +$491K +19,460 +139%
SFC
156
SYM Financial Corp
Indiana
$829K +$17.2K +682 +2%
VWA
157
V Wealth Advisors
Kansas
$815K -$33.7K -1,336 -4%
TVAMP
158
Tennessee Valley Asset Management Partners
Tennessee
$812K -$101 -4 -0%
Jones Financial Companies
159
Jones Financial Companies
Missouri
$804K +$257K +10,196 +47%
WFA
160
Wellspring Financial Advisors
Ohio
$783K +$303 +12 +0%
WIP
161
WealthCare Investment Partners
Rhode Island
$774K +$774K +30,712 New
CFGS
162
Concourse Financial Group Securities
Alabama
$767K -$1.16M -46,202 -60%
DPI
163
Diversified Portfolios Inc
Michigan
$755K – – –
RJA
164
Raymond James & Associates
Florida
$752K -$66.7K -2,644 -8%
LAIC
165
Lederer & Associates Investment Counsel
California
$739K -$13.6K -540 -2%
Qube Research & Technologies (QRT)
166
Qube Research & Technologies (QRT)
United Kingdom
$736K +$716K +28,390 +3,496%
NFW
167
Noble Family Wealth
Florida
$729K +$729K +28,924 New
RA
168
RFG Advisory
Alabama
$728K +$728K +28,872 New
AA
169
Alesco Advisors
New York
$725K – – –
PAS
170
Park Avenue Securities
New York
$724K -$601K -23,842 -45%
DAS
171
Dynamic Advisor Solutions
Arizona
$724K -$175K -6,954 -20%
HFS
172
Horizon Financial Services
North Carolina
$719K +$158K +6,284 +28%
FA
173
Fagan Associates
New York
$686K -$4.99K -198 -0.7%
VCP
174
Vista Capital Partners
Oregon
$680K -$22.3K -884 -3%
RIM
175
Rockbridge Investment Management
New York
$676K -$5.4K -214 -0.8%
5 6
7
8 9