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Schwab Intermediately-Term US Treasury ETF
SCHR

Overview Fund Activity

320 hedge funds and large institutions have $6.32B invested in Schwab Intermediately-Term US Treasury ETF in 2022 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 107 increasing their positions, 121 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
320
Holders Change
+2
Holders Change %
+0.63%
% of All Funds
5.41%
Holding in Top 10
24
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+20%
% of All Funds
0.41%
New
43
Increased
107
Reduced
121
Closed
38
Calls
$382K
Puts
–
Net Calls
+$382K
Net Calls Change
+$382K

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$3.84B
2
Jane Street
2
Jane Street
New York
$112M
3
Ameriprise
3
Ameriprise
Minnesota
$94.6M
4
CWA
4
Cornerstone Wealth Advisors
Minnesota
$27M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$300M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$540M
2
MIM
2
Morningstar Investment Management
Illinois
$32.2M
3
5L
3
55I LLC
Massachusetts
$0
4
VA
4
Verdad Advisers
Massachusetts
$0
5
AssetMark Inc
5
AssetMark Inc
California
$9.72M
Name Holding Trade Value Shares
Change 		Shares
Change %
TW
201
TrinityPoint Wealth
Connecticut
$271K -$960K -37,272 -78%
DAS
202
Dynamic Advisor Solutions
Arizona
$269K -$707K -27,356 -72%
UCFA
203
United Capital Financial Advisors
Texas
$268K – – –
LIA
204
LBMC Investment Advisors
Tennessee
$268K +$268K +10,388 New
Prudential Financial
205
Prudential Financial
New Jersey
$267K +$267K +10,406 New
ULWM
206
Upper Left Wealth Management
Florida
$260K -$143K -5,538 -35%
BPA
207
Beacon Pointe Advisors
California
$255K -$2.53K -98 -1%
ES
208
ETF Store
Kansas
$255K – – –
GG
209
GenWealth Group
New Jersey
$254K – – –
HWMA
210
Heritage Wealth Management (Arizona)
Arizona
$246K -$27.7K -1,074 -10%
BCM
211
Brookstone Capital Management
Illinois
$244K -$44.4K -1,734 -15%
HDIM
212
Hanson & Doremus Investment Management
Vermont
$231K – – –
BWM
213
BCS Wealth Management
Tennessee
$227K -$6.3K -244 -3%
KAS
214
Kestra Advisory Services
Texas
$226K +$4.39K +170 +2%
GCA
215
Genesee Capital Advisors
New York
$223K +$206 +8 +0.1%
WCM
216
Windham Capital Management
Massachusetts
$217K – – –
HighTower Advisors
217
HighTower Advisors
Illinois
$216K -$159K -6,198 -42%
RJFSA
218
Raymond James Financial Services Advisors
Florida
$215K -$49.9K -1,938 -19%
FMTC
219
Farmers & Merchants Trust Company
California
$213K – – –
SWA
220
SFMG Wealth Advisors
Texas
$212K -$125K -4,838 -37%
CMP
221
Courage Miller Partners
Virginia
$211K – – –
OAM
222
Oak Asset Management
California
$211K +$211K +8,186 New
CWA
223
Clarity Wealth Advisors
California
$209K +$209K +8,116 New
ACG
224
Allen Capital Group
Nebraska
$207K +$878 +34 +0.4%
RRC
225
Relaxing Retirement Coach
Massachusetts
$200K +$103 +4 +0.1%
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