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Schwab Intermediately-Term US Treasury ETF
SCHR

Overview Fund Activity

361 hedge funds and large institutions have $6.32B invested in Schwab Intermediately-Term US Treasury ETF in 2023 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 168 increasing their positions, 99 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
361
Holders Change
-8
Holders Change %
-2.17%
% of All Funds
5.69%
Holding in Top 10
22
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-15.38%
% of All Funds
0.35%
New
43
Increased
168
Reduced
99
Closed
49
Calls
$601K
Puts
$192K
Net Calls
+$409K
Net Calls Change
+$1.66M

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$477M
2
CSIA
2
Charles Schwab Investment Advisory
California
$3.82B
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$265M
4
Ameriprise
4
Ameriprise
Minnesota
$147M
5
Bank of America
5
Bank of America
North Carolina
$39.2M

Top Sellers

1
AssetMark Inc
1
AssetMark Inc
California
$4.14K
2
Jane Street
2
Jane Street
New York
$7.31M
3
MIM
3
Morningstar Investment Management
Illinois
$14.5M
4
NYLIM
4
New York Life Investment Management
New York
$0
5
TI
5
Tidal Investments
Wisconsin
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
JWS
176
Juncture Wealth Strategies
Arizona
$671K -$250K -10,154 -27%
FA
177
Fagan Associates
New York
$659K -$11.7K -476 -2%
TCM
178
Twele Capital Management
Minnesota
$658K -$591 -24 -0.1%
RIM
179
Rockbridge Investment Management
New York
$650K -$10.7K -434 -2%
VWA
180
V Wealth Advisors
Kansas
$636K -$160K -6,512 -20%
VCP
181
Vista Capital Partners
Oregon
$617K -$47.5K -1,928 -7%
LAIC
182
Lederer & Associates Investment Counsel
California
$612K -$110K -4,464 -15%
CAN
183
Cetera Advisor Networks
California
$603K +$57K +2,312 +10%
PAS
184
Park Avenue Securities
New York
$603K -$105K -4,250 -15%
WWM
185
WT Wealth Management
Arizona
$600K -$43.9K -1,782 -7%
JFG
186
JMG Financial Group
Illinois
$599K +$278K +11,304 +87%
FPAS
187
Focus Partners Advisor Solutions
Missouri
$585K +$296 +12 +0.1%
SBH
188
Segall Bryant & Hamill
Illinois
$584K +$20.6K +838 +4%
JWM
189
JFG Wealth Management
Colorado
$578K +$165K +6,694 +40%
OIA
190
OneDigital Investment Advisors
Kansas
$554K +$38.8K +1,574 +8%
FW
191
FirstPurpose Wealth
Utah
$552K +$157K +6,374 +40%
CAPTRUST Financial Advisors
192
CAPTRUST Financial Advisors
North Carolina
$540K +$80.1K +3,252 +17%
BWP
193
Balboa Wealth Partners
Arizona
$526K +$124K +5,028 +31%
AIM
194
Acropolis Investment Management
Missouri
$524K – – –
WA
195
WBH Advisory
Maryland
$507K -$11.5K -466 -2%
GVAG
196
Great Valley Advisor Group
Delaware
$501K -$3K -122 -0.6%
CST
197
Charles Schwab Trust
Nevada
$501K +$65.3K +2,612 +15%
ZF
198
Zhang Financial
Michigan
$493K -$2.46K -100 -0.5%
BPA
199
Beacon Pointe Advisors
California
$487K +$147K +5,978 +43%
IWM
200
IHT Wealth Management
Illinois
$487K +$33.8K +1,372 +7%
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