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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
MFG
176
Merit Financial Group
Georgia
$580K +$580K +23,572 New
CWP
177
Concord Wealth Partners
Virginia
$571K -$3.37M -136,806 -85%
TIM
178
Tortoise Investment Management
New York
$562K -$404K -16,408 -42%
BIA
179
Bell Investment Advisors
California
$549K -$554K -22,490 -50%
FMC
180
First Merchants Corp
Indiana
$548K -$324K -13,146 -37%
HFS
181
Horizon Financial Services
North Carolina
$547K -$71.9K -2,922 -12%
RW
182
Rede Wealth
Virginia
$539K -$420K -17,064 -44%
Jones Financial Companies
183
Jones Financial Companies
Missouri
$534K +$152K +6,156 +40%
AssetMark Inc
184
AssetMark Inc
California
$529K -$8.21M -333,418 -94%
IWM
185
IHT Wealth Management
Illinois
$521K -$39.7K -1,614 -7%
CAN
186
Cetera Advisor Networks
California
$517K +$517K +21,020 New
AIM
187
Acropolis Investment Management
Missouri
$507K +$507K +20,600 New
RP
188
Riverwater Partners
Wisconsin
$506K -$322K -13,068 -39%
JWM
189
JFG Wealth Management
Colorado
$505K +$41.6K +1,688 +9%
GVAG
190
Great Valley Advisor Group
Delaware
$503K +$194K +7,880 +63%
ZF
191
Zhang Financial
Michigan
$499K +$9.35K +380 +2%
CST
192
Charles Schwab Trust
Nevada
$497K -$253K -10,278 -34%
FPAS
193
Focus Partners Advisor Solutions
Missouri
$484K +$484K +19,680 New
Mercer Global Advisors
194
Mercer Global Advisors
Colorado
$484K -$499K -20,278 -51%
TSA
195
Tri-Star Advisors
Texas
$480K – – –
HWM
196
HB Wealth Management
Georgia
$466K -$57.9K -2,354 -11%
OMC
197
Old Mission Capital
Illinois
$465K +$465K +18,894 New
AMG
198
Asset Management Group
Connecticut
$458K +$3.89K +158 +0.9%
BWM
199
Birchcreek Wealth Management
Ohio
$457K – – –
BAM
200
Belpointe Asset Management
Nevada
$454K +$454K +18,450 New
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8
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