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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 %
FW
201
FirstPurpose Wealth
Utah
$404K +$120K +4,776 +42%
William Blair & Company
202
William Blair & Company
Illinois
$402K +$400K +15,862 +22,031%
BIA
203
Bell Investment Advisors
California
$402K -$161K -6,388 -29%
TI
204
Trexquant Investment
Connecticut
$399K +$399K +15,812 New
GRP
205
Global Retirement Partners
California
$384K -$1.72M -67,718 -82%
MCM
206
Mendel Capital Management
Arkansas
$383K +$383K +15,202 New
WI
207
Wintrust Investments
Illinois
$380K +$104K +4,124 +38%
LIM
208
Leavell Investment Management
Alabama
$377K +$377K +14,940 New
FA
209
FC Advisory
Pennsylvania
$376K +$1.31K +52 +0.3%
BPA
210
Beacon Pointe Advisors
California
$348K +$99.2K +3,934 +40%
DIM
211
Delta Investment Management
California
$337K +$337K +13,380 New
FLPIM
212
F.L. Putnam Investment Management
Massachusetts
$333K -$51.3K -2,034 -13%
RI
213
Ridgewood Investments
New Jersey
$332K – – –
FIC
214
Family Investment Center
Missouri
$331K +$8.77K +348 +3%
JFG
215
JMG Financial Group
Illinois
$328K +$13.1K +520 +4%
KC
216
Kades & Cheifetz
Pennsylvania
$327K -$60.5K -2,400 -16%
SA
217
Strategic Advisors
New York
$324K -$958K -38,004 -75%
Mercer Global Advisors
218
Mercer Global Advisors
Colorado
$314K -$182K -7,226 -37%
BWL
219
Bogart Wealth LLC
Virginia
$313K +$313K +12,430 New
IC
220
IEQ Capital
California
$311K +$303 +12 +0.1%
PNC Financial Services Group
221
PNC Financial Services Group
Pennsylvania
$310K -$9.43K -374 -3%
AWC
222
Adamsbrown Wealth Consultants
Kansas
$309K -$16.7K -662 -5%
KF
223
Krilogy Financial
Missouri
$309K +$50.6K +2,006 +20%
AWM
224
AE Wealth Management
Kansas
$308K +$14.7K +584 +5%
FFA
225
Farther Finance Advisors
California
$307K -$50.9K -2,018 -14%
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