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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 %
CAPTRUST Financial Advisors
201
CAPTRUST Financial Advisors
North Carolina
$502K -$22.5K -940 -4%
IWM
202
IHT Wealth Management
Illinois
$499K +$25.1K +1,046 +5%
GVAG
203
Great Valley Advisor Group
Delaware
$497K +$8.68K +362 +2%
PAS
204
Park Avenue Securities
New York
$493K -$92.9K -3,878 -16%
LAIC
205
Lederer & Associates Investment Counsel
California
$488K -$108K -4,488 -18%
Qube Research & Technologies (QRT)
206
Qube Research & Technologies (QRT)
United Kingdom
$478K +$478K +19,936 New
AA
207
Addison Advisors
Vermont
$470K +$470K +19,608 +326,800%
BCM
208
Brookstone Capital Management
Illinois
$456K +$145K +6,146 +46%
OP
209
ORG Partners
Indiana
$455K – – –
DE
210
Day & Ennis
Georgia
$446K -$351K -14,652 -44%
ES
211
ETF Store
Kansas
$418K +$171K +7,244 +69%
FA
212
FC Advisory
Pennsylvania
$418K +$58.3K +2,432 +16%
PNC Financial Services Group
213
PNC Financial Services Group
Pennsylvania
$406K +$51.7K +2,158 +15%
JFGLC
214
Johnson Financial Group LLC (Colorado)
Colorado
$402K +$1.1K +46 +0.3%
Fisher Asset Management
215
Fisher Asset Management
Washington
$396K +$132K +5,524 +50%
LIM
216
Leavell Investment Management
Alabama
$394K +$21.6K +900 +6%
HWM
217
HB Wealth Management
Georgia
$389K -$31.9K -1,332 -8%
JWS
218
Juncture Wealth Strategies
Arizona
$384K -$269K -11,230 -41%
WAM
219
Worth Asset Management
Texas
$376K -$17.8K -744 -5%
SAMC
220
Spectrum Asset Management (California)
California
$366K +$28.8K +1,200 +9%
AC
221
Apella Capital
Connecticut
$350K -$1.82K -76 -0.5%
PIMG
222
Patriot Investment Management Group
Tennessee
$329K -$588K -24,552 -64%
Mercer Global Advisors
223
Mercer Global Advisors
Colorado
$328K -$91.5K -3,818 -22%
SC
224
Savant Capital
Illinois
$322K +$14K +584 +5%
FIC
225
Family Investment Center
Missouri
$320K +$2.49K +104 +0.8%
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