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Schwab Intermediately-Term US Treasury ETF
SCHR

Overview Fund Activity

372 hedge funds and large institutions have $6.86B invested in Schwab Intermediately-Term US Treasury ETF in 2024 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 158 increasing their positions, 126 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
372
Holders Change
-18
Holders Change %
-4.62%
% of All Funds
5.39%
Holding in Top 10
27
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.57%
% of All Funds
0.39%
New
38
Increased
158
Reduced
126
Closed
50
Calls
$152K
Puts
$221K
Net Calls
-$69K
Net Calls Change
-$79K

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
$3.97B
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$570M
3
CA
Crane Advisory
California
$72.7M
4
Ameriprise
Ameriprise
Minnesota
$214M
5
IDA
Intelligence Driven Advisers
California
$48.3M

Top Sellers

1
HCM
Hilton Capital Management
New York
$299K
2
TNA
True North Advisors
Texas
$0
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$64.9M
4
Morgan Stanley
Morgan Stanley
New York
$22.9M
5
Osaic Holdings
Osaic Holdings
Arizona
$3.35M
Name Holding Trade Value Shares
Change 		Shares
Change %
LIM
226
Leavell Investment Management
Alabama
$393K -$9.8K -400 -2%
SPW
227
Sonoma Private Wealth
California
$393K +$149K +6,088 +61%
Prudential Financial
228
Prudential Financial
New Jersey
$387K -$56.2K -2,292 -13%
Koshinski Asset Management
229
Koshinski Asset Management
Illinois
$378K +$378K +15,400 New
BCWM
230
Bartlett & Co Wealth Management
Ohio
$373K -$3.92K -160 -1%
SAI
231
Savvy Advisors Inc
New York
$369K +$106K +4,342 +41%
HAS
232
HBW Advisory Services
California
$363K – – –
WA
233
WBH Advisory
Maryland
$348K -$345K -14,070 -50%
SG
234
StoneX Group
New York
$335K +$14.8K +602 +5%
FIC
235
Family Investment Center
Missouri
$333K +$2.01K +82 +0.6%
FLPIM
236
F.L. Putnam Investment Management
Massachusetts
$324K -$6.97K -284 -2%
AFG
237
Atomi Financial Group
New York
$322K +$322K +13,112 New
PP
238
Patten & Patten
Tennessee
$314K +$314K +12,818 New
WFA
239
Wade Financial Advisory
California
$309K +$589 +24 +0.2%
Fisher Asset Management
240
Fisher Asset Management
Washington
$307K -$80K -3,262 -21%
ACM
241
Absolute Capital Management
Pennsylvania
$303K -$13.1K -536 -4%
ACG
242
Allen Capital Group
Nebraska
$301K +$81.9K +3,340 +37%
HCM
243
Hilton Capital Management
New York
$299K -$47.2M -1,925,432 -99%
CPIG
244
Chicago Partners Investment Group
Illinois
$292K +$292K +12,138 New
WTA
245
Washington Trust Advisors
Massachusetts
$282K – – –
WAM
246
Worth Asset Management
Texas
$277K -$155K -6,340 -36%
PFG
247
Pacific Financial Group
Washington
$272K +$272K +11,096 New
EAM
248
Evanson Asset Management
California
$260K +$1.57K +64 +0.6%
UB
249
UMB Bank
Missouri
$258K +$71.1K +2,898 +38%
BA
250
Bristlecone Advisors
Washington
$256K +$1.18K +48 +0.5%
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