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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 %
CAN
151
Cetera Advisor Networks
California
$1.55M +$358K +14,410 +30%
William Blair & Company
152
William Blair & Company
Illinois
$1.53M +$263K +10,582 +21%
SWP
153
Stratos Wealth Partners
Ohio
$1.46M +$235K +9,440 +19%
IA
154
Inspire Advisors
Idaho
$1.46M -$1.99M -79,914 -58%
National Bank of Canada
155
National Bank of Canada
Quebec, Canada
$1.46M -$422K -17,022 -22%
NRWA
156
North Ridge Wealth Advisors
Oregon
$1.45M +$328K +13,210 +29%
WHCI
157
W.H. Cornerstone Investments
Massachusetts
$1.42M +$1.42M +57,200 New
Baird Financial Group
158
Baird Financial Group
Wisconsin
$1.41M -$2.35M -94,646 -63%
MSFS
159
Main Street Financial Solutions
Pennsylvania
$1.4M +$1.4M +56,382 New
MCM
160
Mendel Capital Management
Arkansas
$1.4M -$9.94K -400 -0.7%
CCA
161
Cobblestone Capital Advisors
New York
$1.38M +$633K +25,476 +85%
EFN
162
Equita Financial Network
Pennsylvania
$1.34M +$454K +18,270 +51%
OCG
163
Opus Capital Group
Ohio
$1.33M -$2.12M -85,248 -61%
HCM
164
Hutchinson Capital Management
California
$1.28M +$90.9K +3,658 +8%
Bank of New York Mellon
165
Bank of New York Mellon
New York
$1.26M -$2.65M -106,598 -68%
RJFSA
166
Raymond James Financial Services Advisors
Florida
$1.25M -$66.3K -2,668 -5%
DBRC
167
D.B. Root & Company
Pennsylvania
$1.24M -$106K -4,262 -8%
MFG
168
Mendota Financial Group
Wisconsin
$1.24M +$711K +28,604 +135%
TCM
169
Tran Capital Management
California
$1.23M – – –
CA
170
Cambridge Associates
Massachusetts
$1.22M – – –
CAG
171
Csenge Advisory Group
Florida
$1.22M -$408K -16,398 -25%
AWM
172
Apollon Wealth Management
South Carolina
$1.21M -$165K -6,656 -12%
AWS
173
Atria Wealth Solutions
New York
$1.2M +$359K +14,432 +43%
SP
174
Successful Portfolios
Florida
$1.19M +$200K +8,048 +20%
AMG
175
Asset Management Group
Connecticut
$1.18M +$502K +20,198 +74%
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