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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 %
Corient Private Wealth
201
Corient Private Wealth
Florida
$670K +$670K +26,940 New
FW
202
FirstPurpose Wealth
Utah
$634K +$99.4K +3,998 +19%
DWM
203
Dakota Wealth Management
Florida
$630K -$17K -684 -3%
WWA
204
WCG Wealth Advisors
Nevada
$622K +$622K +25,004 New
RIM
205
Rockbridge Investment Management
New York
$620K -$13.2K -530 -2%
VCM
206
Vision Capital Management
Oregon
$601K +$601K +24,174 New
FA
207
Fagan Associates
New York
$598K -$16.8K -674 -3%
NFW
208
Noble Family Wealth
Florida
$590K -$66.6K -2,680 -10%
OIA
209
OneDigital Investment Advisors
Kansas
$584K +$48.4K +1,946 +9%
MPW
210
MGO Private Wealth
California
$576K +$576K +23,180 New
IWM
211
IHT Wealth Management
Illinois
$565K +$47.2K +1,898 +9%
EFS
212
Econ Financial Services
Pennsylvania
$564K -$11.9K -478 -2%
JWM
213
JFG Wealth Management
Colorado
$549K -$6.91K -278 -1%
WWM
214
WT Wealth Management
Arizona
$516K -$59.5K -2,394 -10%
BPA
215
Beacon Pointe Advisors
California
$514K -$43.7K -1,756 -8%
CAPTRUST Financial Advisors
216
CAPTRUST Financial Advisors
North Carolina
$512K -$8.8K -354 -2%
PWMG
217
Provence Wealth Management Group
California
$502K -$154K -6,210 -24%
Qube Research & Technologies (QRT)
218
Qube Research & Technologies (QRT)
United Kingdom
$496K – – –
TCM
219
Twele Capital Management
Minnesota
$489K -$133K -5,366 -21%
HWM
220
HB Wealth Management
Georgia
$469K +$65.8K +2,648 +16%
DE
221
Day & Ennis
Georgia
$463K – – –
IAN
222
Integrated Advisors Network
Texas
$459K +$459K +18,452 New
Focus Partners Wealth
223
Focus Partners Wealth
Massachusetts
$451K +$451K +18,144 New
AP
224
Aspect Partners
Virginia
$450K +$450K +18,110 New
Mercer Global Advisors
225
Mercer Global Advisors
Colorado
$450K +$110K +4,404 +32%
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