SCHR icon

Schwab Intermediately-Term US Treasury ETF
SCHR

Overview Fund Activity

330 hedge funds and large institutions have $7.08B invested in Schwab Intermediately-Term US Treasury ETF in 2022 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 111 increasing their positions, 121 reducing their positions, and 34 closing their positions.

Holders
330
Holders Change
+10
Holders Change %
+3.13%
% of All Funds
5.71%
Holding in Top 10
26
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8.33%
% of All Funds
0.45%
New
46
Increased
111
Reduced
121
Closed
34
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$487M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$859M
3
CSIA
3
Charles Schwab Investment Advisory
California
$3.89B
4
FTUS
4
Flow Traders U.S.
New York
$44M
5
BWM
5
BerganKDV Wealth Management
Minnesota
$83.2M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$205M
2
Jane Street
2
Jane Street
New York
$33.9M
3
MAM
3
Madison Asset Management
Wisconsin
$75.2M
4
CAPTRUST Financial Advisors
4
CAPTRUST Financial Advisors
North Carolina
$967K
5
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$25.1M
Name Market Value Shares Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$3.89B 79,106,545 +4,764,002 +6%
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$859M 17,473,131 +7,007,112 +67%
LPL Financial
3
LPL Financial
California
$487M 9,918,302 +9,805,490 +8,692%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$205M 4,175,188 -1,643,967 -28%
Stifel Financial
5
Stifel Financial
Missouri
$128M 2,595,784 +34,628 +1%
Ameriprise
6
Ameriprise
Minnesota
$94.3M 1,914,704 +82,260 +4%
BWM
7
BerganKDV Wealth Management
Minnesota
$83.2M 1,694,025 +532,544 +46%
MAM
8
Madison Asset Management
Wisconsin
$75.2M 1,530,936 -809,783 -35%
State Street
9
State Street
Massachusetts
$71.3M 1,450,000 – –
Charles Schwab
10
Charles Schwab
California
$54.9M 1,117,577 +23,906 +2%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$44.5M 905,658 +82,003 +10%
FTUS
12
Flow Traders U.S.
New York
$44M 896,315 +896,315 New
YAL
13
Your Advocates Ltd
Texas
$40.1M 816,115 -16,989 -2%
HCM
14
Hilton Capital Management
New York
$39.7M 808,578 +283,069 +54%
Allspring Global Investments
15
Allspring Global Investments
North Carolina
$35.5M 722,037 – –
Jane Street
16
Jane Street
New York
$33.9M 689,407 -1,485,391 -68%
MIM
17
Morningstar Investment Management
Illinois
$29.7M 604,306 -19,398 -3%
CWA
18
Cornerstone Wealth Advisors
Minnesota
$29.6M 601,927 +77,757 +15%
Financial Engines Advisors
19
Financial Engines Advisors
California
$26.3M 535,728 -46,478 -8%
Bank of America
20
Bank of America
North Carolina
$25.8M 525,106 +248,424 +90%
Wealth Enhancement Advisory Services
21
Wealth Enhancement Advisory Services
Minnesota
$25.1M 513,613 -114,348 -18%
Goldman Sachs
22
Goldman Sachs
New York
$23.7M 482,103 +32,103 +7%
AWE
23
Avidian Wealth Enterprises
Texas
$23.7M 482,022 +13,104 +3%
TI
24
Tidal Investments
Wisconsin
$23.6M 481,064 +481,064 New
FM
25
Foster & Motley
Ohio
$21.3M 433,656 -9,590 -2%
1
2 3 4 5