SCHR icon

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 %
RI
176
Ridgewood Investments
New Jersey
$414K -$14.2K -550 -3%
VCP
177
Vista Capital Partners
Oregon
$411K -$81.4K -3,156 -17%
AC
178
Apella Capital
Connecticut
$407K – – –
JFG
179
JMG Financial Group
Illinois
$398K -$4.8K -186 -1%
NRI
180
NFP Retirement Inc
California
$383K -$30K -1,162 -7%
US Bancorp
181
US Bancorp
Minnesota
$380K +$21.4K +828 +6%
CFG
182
Citizens Financial Group
Rhode Island
$366K +$366K +14,194 New
ICG
183
InterOcean Capital Group
Tennessee
$362K +$362K +14,024 New
FPWM
184
FSB Premier Wealth Management
Iowa
$330K -$8.76K -340 -3%
WOSD
185
WFA of San Diego
California
$329K -$51.2K -1,988 -13%
RFN
186
RDA Financial Network
Iowa
$328K +$328K +12,716 New
JFGLC
187
Johnson Financial Group LLC (Colorado)
Colorado
$324K -$7.93K -308 -2%
ASN
188
Advisory Services Network
Georgia
$323K -$25.7K -994 -7%
PNC Financial Services Group
189
PNC Financial Services Group
Pennsylvania
$311K -$52 -2 -0%
GVAG
190
Great Valley Advisor Group
Delaware
$311K +$26.2K +1,016 +9%
Susquehanna International Group
191
Susquehanna International Group
Pennsylvania
$307K +$307K +11,918 New
CST
192
Charles Schwab Trust
Nevada
$305K +$305K +11,824 New
Renaissance Technologies
193
Renaissance Technologies
New York
$304K +$304K +11,800 New
SW
194
Simplicity Wealth
New Jersey
$302K -$326K -12,632 -52%
AWM
195
Axxcess Wealth Management
California
$297K +$70.4K +2,726 +31%
RJA
196
Raymond James & Associates
Florida
$282K -$1.19K -46 -0.4%
KF
197
Krilogy Financial
Missouri
$281K -$5.22K -202 -2%
OIA
198
OneDigital Investment Advisors
Kansas
$280K +$4.34K +168 +2%
I2I
199
Insight 2811 Inc
Illinois
$275K -$163K -6,312 -37%
KSWA
200
Kathleen S. Wright Associates
Pennsylvania
$275K +$153K +5,958 +126%
6 7
8
9 10