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

Top Sellers

1
TCM
Tradewinds Capital Management
Washington
$51.8K
2
HP
Hilltop Partners
Indiana
$3.26M
3
Charles Schwab
Charles Schwab
California
$14.9M
4
CSIA
Charles Schwab Investment Advisory
California
$3.7B
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$628K
Name Holding Trade Value Shares
Change 		Shares
Change %
CAN
151
Cetera Advisor Networks
California
$1.15M +$567K +23,640 +97%
HCM
152
Hutchinson Capital Management
California
$1.15M +$2.06K +86 +0.2%
SAM
153
SignalPoint Asset Management
Missouri
$1.12M -$107K -4,444 -9%
PP
154
PrairieView Partners
Minnesota
$1.1M +$240K +10,008 +28%
NRWA
155
North Ridge Wealth Advisors
Oregon
$1.08M -$183K -7,644 -14%
RF
156
RHS Financial
California
$1.07M -$339K -14,136 -24%
VVP
157
Venture Visionary Partners
Ohio
$1.01M +$8.05K +336 +0.8%
FG
158
Foster Group
Iowa
$990K -$156K -6,502 -14%
HFS
159
Horizon Financial Services
North Carolina
$970K +$268K +11,160 +38%
SP
160
Successful Portfolios
Florida
$957K -$2.35K -98 -0.2%
LNC
161
Lincoln National Corp
Pennsylvania
$952K +$162K +6,774 +21%
TVAMP
162
Tennessee Valley Asset Management Partners
Tennessee
$927K +$130K +5,422 +16%
NRI
163
NFP Retirement Inc
California
$874K +$477K +19,888 +120%
EFN
164
Equita Financial Network
Pennsylvania
$851K +$851K +35,516 New
WAM
165
WNY Asset Management
New York
$847K -$154K -6,440 -15%
AWS
166
Atria Wealth Solutions
New York
$813K -$793K -33,102 -49%
CWM
167
Congress Wealth Management
Massachusetts
$769K -$803K -33,512 -51%
RG
168
Retirement Group
California
$740K -$55.2K -2,302 -7%
EWA
169
EverSource Wealth Advisors
Alabama
$737K -$914K -38,144 -55%
CCA
170
Cobblestone Capital Advisors
New York
$719K -$406K -16,940 -36%
AA
171
Alesco Advisors
New York
$705K +$15.8K +660 +2%
DAS
172
Dynamic Advisor Solutions
Arizona
$702K -$18.8K -784 -3%
MIA
173
Milestone Investment Advisors
Wisconsin
$696K -$8.25K -344 -1%
AMG
174
Asset Management Group
Connecticut
$653K +$192K +8,022 +42%
SPC
175
Sigma Planning Corp
Michigan
$644K -$10.2K -426 -2%
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