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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 %
TCM
176
Twele Capital Management
Minnesota
$674K -$21.8K -864 -3%
WWM
177
WT Wealth Management
Arizona
$659K -$115K -4,552 -15%
EWA
178
EP Wealth Advisors
California
$628K +$628K +23,442 New
ACM
179
Absolute Capital Management
Pennsylvania
$626K +$377K +14,934 +151%
FPAS
180
Focus Partners Advisor Solutions
Missouri
$599K +$102K +4,062 +21%
SBH
181
Segall Bryant & Hamill
Illinois
$576K -$35.3K -1,400 -6%
CAN
182
Cetera Advisor Networks
California
$559K +$29K +1,150 +5%
TSS
183
Two Sigma Securities
New York
$552K +$552K +21,880 New
AIM
184
Acropolis Investment Management
Missouri
$537K +$17.2K +684 +3%
WA
185
WBH Advisory
Maryland
$531K +$531K +21,040 New
OIA
186
OneDigital Investment Advisors
Kansas
$528K +$199K +7,900 +61%
GVAG
187
Great Valley Advisor Group
Delaware
$516K +$1.26K +50 +0.2%
ZF
188
Zhang Financial
Michigan
$507K -$4.74K -188 -0.9%
MIA
189
Milestone Investment Advisors
Wisconsin
$490K +$490K +19,434 New
RP
190
Riverwater Partners
Wisconsin
$489K -$29.8K -1,182 -6%
AMG
191
Asset Management Group
Connecticut
$471K +$2.22K +88 +0.5%
CAPTRUST Financial Advisors
192
CAPTRUST Financial Advisors
North Carolina
$470K -$452K -17,926 -49%
IWM
193
IHT Wealth Management
Illinois
$464K -$69.8K -2,770 -13%
LNC
194
Lincoln National Corp
Pennsylvania
$455K +$124K +4,912 +37%
HWM
195
HB Wealth Management
Georgia
$450K -$26.9K -1,066 -6%
CST
196
Charles Schwab Trust
Nevada
$439K -$70.2K -2,786 -14%
VCM
197
Vision Capital Management
Oregon
$434K -$2.27K -90 -0.5%
JWM
198
JFG Wealth Management
Colorado
$423K -$94.2K -3,736 -18%
NRI
199
NFP Retirement Inc
California
$418K +$1.61K +64 +0.4%
BWP
200
Balboa Wealth Partners
Arizona
$411K +$411K +16,318 New
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