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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.

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 Market Value Shares Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$3.84B 74,342,543 +60,957,047 +455%
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$540M 10,466,019 -5,796,857 -36%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$300M 5,819,155 +464,436 +9%
Stifel Financial
4
Stifel Financial
Missouri
$132M 2,561,156 +42,377 +2%
MAM
5
Madison Asset Management
Wisconsin
$121M 2,340,719 -9,522 -0.4%
Jane Street
6
Jane Street
New York
$112M 2,174,798 +1,989,732 +1,075%
Ameriprise
7
Ameriprise
Minnesota
$94.6M 1,832,444 +942,491 +106%
State Street
8
State Street
Massachusetts
$74.8M 1,450,000 – –
BWM
9
BerganKDV Wealth Management
Minnesota
$59.9M 1,161,481 +50,547 +5%
Charles Schwab
10
Charles Schwab
California
$56.4M 1,093,671 +39,587 +4%
YAL
11
Your Advocates Ltd
Texas
$43M 833,104 +15,409 +2%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$42.5M 823,655 +139,359 +20%
Allspring Global Investments
13
Allspring Global Investments
North Carolina
$37.3M 722,037 – –
Wealth Enhancement Advisory Services
14
Wealth Enhancement Advisory Services
Minnesota
$32.2M 627,961 +18,448 +3%
MIM
15
Morningstar Investment Management
Illinois
$32.2M 623,704 -617,053 -50%
Financial Engines Advisors
16
Financial Engines Advisors
California
$30M 582,206 -37,840 -6%
HCM
17
Hilton Capital Management
New York
$27.1M 525,509 +127,210 +32%
CWA
18
Cornerstone Wealth Advisors
Minnesota
$27M 524,170 +524,170 New
AWE
19
Avidian Wealth Enterprises
Texas
$24.2M 468,918 -4,118 -0.9%
Goldman Sachs
20
Goldman Sachs
New York
$23.2M 450,000 +411,661 +1,074%
FM
21
Foster & Motley
Ohio
$22.9M 443,246 -9,965 -2%
WFA
22
WestHill Financial Advisors
California
$21.7M 420,527 -5,699 -1%
NYLIM
23
New York Life Investment Management
New York
$21.3M 413,371 +413,371 New
MFT
24
Moisand Fitzgerald Tamayo
Florida
$21.3M 412,886 +316,738 +329%
SFA
25
Sequoia Financial Advisors
Ohio
$20.1M 388,603 -31,039 -7%
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