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Schwab Intermediately-Term US Treasury ETF
SCHR

Overview Fund Activity

368 hedge funds and large institutions have $6.42B invested in Schwab Intermediately-Term US Treasury ETF in 2023 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 160 increasing their positions, 103 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
368
Holders Change
+7
Holders Change %
+1.94%
% of All Funds
5.87%
Holding in Top 10
22
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.35%
New
50
Increased
160
Reduced
103
Closed
40
Calls
$307K
Puts
$201K
Net Calls
+$106K
Net Calls Change
-$303K

Top Buyers

1
Creative Planning
Creative Planning
Kansas
$77M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$495M
3
AssetMark Inc
AssetMark Inc
California
$30.7M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$48.5M
5
Ameriprise
Ameriprise
Minnesota
$171M

Top Sellers

1
TCM
Tradewinds Capital Management
Washington
$51.8K
2
HP
Hilltop Partners
Indiana
$3.26M
3
Charles Schwab
Charles Schwab
California
$14.9M
4
CSIA
Charles Schwab Investment Advisory
California
$3.7B
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$628K
Name Holding Trade Value Shares
Change 		Shares
Change %
OFS
176
OneAscent Financial Services
Alabama
$636K +$636K +26,528 New
NFW
177
Noble Family Wealth
Florida
$633K -$43.9K -1,832 -6%
PWMG
178
Provence Wealth Management Group
California
$633K +$431K +17,970 +213%
FPAS
179
Focus Partners Advisor Solutions
Missouri
$631K +$61.3K +2,558 +11%
Thrivent Financial for Lutherans
180
Thrivent Financial for Lutherans
Minnesota
$628K -$6.91M -288,208 -92%
DWM
181
Dakota Wealth Management
Florida
$624K +$624K +26,012 New
JFG
182
JMG Financial Group
Illinois
$613K +$30K +1,250 +5%
RIM
183
Rockbridge Investment Management
New York
$611K -$21.5K -898 -3%
TCM
184
Twele Capital Management
Minnesota
$600K -$40K -1,668 -6%
FA
185
Fagan Associates
New York
$593K -$47.8K -1,996 -7%
VWA
186
V Wealth Advisors
Kansas
$589K -$30K -1,252 -5%
SBH
187
Segall Bryant & Hamill
Illinois
$580K +$11.9K +498 +2%
CST
188
Charles Schwab Trust
Nevada
$576K +$96.1K +4,008 +20%
ACM
189
Absolute Capital Management
Pennsylvania
$576K -$100K -4,178 -15%
CFGS
190
Concourse Financial Group Securities
Alabama
$565K -$318K -13,258 -36%
EFS
191
Econ Financial Services
Pennsylvania
$555K +$555K +23,154 New
WWM
192
WT Wealth Management
Arizona
$554K -$29.1K -1,214 -5%
Susquehanna International Group
193
Susquehanna International Group
Pennsylvania
$541K +$541K +22,578 New
BPA
194
Beacon Pointe Advisors
California
$538K +$63.6K +2,652 +13%
JWM
195
JFG Wealth Management
Colorado
$536K -$26.9K -1,122 -5%
FLPIM
196
F.L. Putnam Investment Management
Massachusetts
$525K +$285K +11,906 +119%
OIA
197
OneDigital Investment Advisors
Kansas
$517K -$22.5K -938 -4%
FW
198
FirstPurpose Wealth
Utah
$515K -$21.8K -908 -4%
TIM
199
Tortoise Investment Management
New York
$513K -$208K -8,664 -29%
MFG
200
Mendota Financial Group
Wisconsin
$509K +$503K +21,002 +9,814%
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