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Schwab Intermediately-Term US Treasury ETF
SCHR

Overview Fund Activity

390 hedge funds and large institutions have $6.85B invested in Schwab Intermediately-Term US Treasury ETF in 2023 Q4 according to their latest regulatory filings, with 71 funds opening new positions, 139 increasing their positions, 123 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
390
Holders Change
+22
Holders Change %
+5.98%
% of All Funds
5.72%
Holding in Top 10
28
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+27.27%
% of All Funds
0.41%
New
71
Increased
139
Reduced
123
Closed
46
Calls
$164K
Puts
$154K
Net Calls
+$10K
Net Calls Change
-$96K

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
+$111M
2
PSP
Pacific Sage Partners
Washington
+$61.3M
3
BB
Busey Bank
Illinois
+$32.1M
4
TNA
True North Advisors
Texas
+$26.8M
5
CA
Crane Advisory
California
+$22.8M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$190M
2
AssetMark Inc
AssetMark Inc
California
-$30.7M
3
Bank of America
Bank of America
North Carolina
-$21M
4
TI
Tidal Investments
Wisconsin
-$10.4M
5
Jane Street
Jane Street
New York
-$9.55M
Name Holding Trade Value Shares
Change 		Shares
Change %
BSB
176
Bangor Savings Bank
Maine
$1.17M -$633K -25,482 -35%
AA
177
Addison Advisors
Vermont
$1.16M +$672K +27,048 +138%
HFS
178
Horizon Financial Services
North Carolina
$1.14M +$136K +5,462 +14%
Lido Advisors
179
Lido Advisors
California
$1.11M -$528K -21,246 -32%
VVP
180
Venture Visionary Partners
Ohio
$1.1M +$53.5K +2,154 +5%
LNC
181
Lincoln National Corp
Pennsylvania
$1.06M +$68.9K +2,772 +7%
FG
182
Foster Group
Iowa
$990K – – –
SAM
183
SignalPoint Asset Management
Missouri
$937K -$224K -9,024 -19%
ES
184
ETF Store
Kansas
$930K +$489K +19,662 +111%
PS
185
Principal Securities
Iowa
$920K +$920K +37,002 New
NRI
186
NFP Retirement Inc
California
$883K -$23.2K -932 -3%
WAM
187
WNY Asset Management
New York
$834K -$44.5K -1,790 -5%
PAS
188
Park Avenue Securities
New York
$798K +$286K +11,508 +56%
CST
189
Charles Schwab Trust
Nevada
$762K +$164K +6,614 +28%
RF
190
RHS Financial
California
$762K -$347K -13,942 -31%
RG
191
Retirement Group
California
$759K -$8.1K -326 -1%
BTI
192
Blue Trust Inc
Georgia
$751K +$751K +31,324 New
MIA
193
Milestone Investment Advisors
Wisconsin
$745K +$23.5K +944 +3%
EWA
194
EverSource Wealth Advisors
Alabama
$736K -$28.4K -1,142 -4%
WA
195
WBH Advisory
Maryland
$702K +$390K +15,700 +125%
CWM
196
Congress Wealth Management
Massachusetts
$694K -$104K -4,178 -13%
DAS
197
Dynamic Advisor Solutions
Arizona
$693K -$29.8K -1,208 -4%
PI
198
PFG Investments
New York
$692K +$692K +27,844 New
OFS
199
OneAscent Financial Services
Alabama
$687K +$28K +1,126 +4%
TIM
200
Tortoise Investment Management
New York
$684K +$151K +6,078 +28%
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