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Schwab Intermediately-Term US Treasury ETF
SCHR

Overview Fund Activity

357 hedge funds and large institutions have $6.65B invested in Schwab Intermediately-Term US Treasury ETF in 2022 Q4 according to their latest regulatory filings, with 72 funds opening new positions, 100 increasing their positions, 140 reducing their positions, and 41 closing their positions.

Holders
357
Holders Change
+27
Holders Change %
+8.18%
% of All Funds
5.76%
Holding in Top 10
28
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+7.69%
% of All Funds
0.45%
New
72
Increased
100
Reduced
140
Closed
41
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$105M
2
Ameriprise
2
Ameriprise
Minnesota
$115M
3
Morgan Stanley
3
Morgan Stanley
New York
$35.7M
4
GP
4
Greenline Partners
New York
$18.2M
5
KL
5
KilterHowling LLC
Colorado
$14.4M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$502M
2
CSIA
2
Charles Schwab Investment Advisory
California
$3.78B
3
FTUS
3
Flow Traders U.S.
New York
$889K
4
MAM
4
Madison Asset Management
Wisconsin
$40.4M
5
Charles Schwab
5
Charles Schwab
California
$28.6M
Name Market Value Shares Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$3.78B 76,774,754 -2,331,791 -3%
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$502M 10,199,221 -7,273,910 -42%
LPL Financial
3
LPL Financial
California
$490M 9,948,815 +30,513 +0.3%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$217M 4,411,625 +236,437 +6%
Stifel Financial
5
Stifel Financial
Missouri
$125M 2,531,631 -64,153 -2%
Ameriprise
6
Ameriprise
Minnesota
$115M 2,336,329 +421,625 +22%
Goldman Sachs
7
Goldman Sachs
New York
$105M 2,136,786 +1,654,683 +343%
BWM
8
BerganKDV Wealth Management
Minnesota
$81.3M 1,651,865 -42,160 -2%
State Street
9
State Street
Massachusetts
$71.5M 1,450,000 – –
MAM
10
Madison Asset Management
Wisconsin
$40.4M 821,291 -709,645 -46%
HCM
11
Hilton Capital Management
New York
$39.7M 808,578 – –
Morgan Stanley
12
Morgan Stanley
New York
$35.7M 725,621 +413,179 +132%
YAL
13
Your Advocates Ltd
Texas
$35.7M 724,715 -91,400 -11%
Allspring Global Investments
14
Allspring Global Investments
North Carolina
$35.5M 722,037 – –
Jane Street
15
Jane Street
New York
$35.2M 715,662 +26,255 +4%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$31M 630,697 -274,961 -30%
MIM
17
Morningstar Investment Management
Illinois
$29.8M 604,306 – –
CWA
18
Cornerstone Wealth Advisors
Minnesota
$28.8M 584,433 -17,494 -3%
Charles Schwab
19
Charles Schwab
California
$28.6M 581,311 -536,266 -48%
Bank of America
20
Bank of America
North Carolina
$24.7M 502,251 -22,855 -4%
MFT
21
Moisand Fitzgerald Tamayo
Florida
$22.7M 460,942 +47,616 +12%
AWE
22
Avidian Wealth Enterprises
Texas
$22.2M 451,093 -30,929 -6%
FM
23
Foster & Motley
Ohio
$20.8M 423,219 -10,437 -2%
Wealth Enhancement Advisory Services
24
Wealth Enhancement Advisory Services
Minnesota
$20.7M 412,506 -101,107 -20%
WFA
25
WestHill Financial Advisors
California
$20.6M 417,637 -6,570 -2%
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