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Schwab Intermediately-Term US Treasury ETF
SCHR

Overview Fund Activity

383 hedge funds and large institutions have $6.8B invested in Schwab Intermediately-Term US Treasury ETF in 2024 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 172 increasing their positions, 107 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
383
Holders Change
+11
Holders Change %
+2.96%
% of All Funds
5.57%
Holding in Top 10
25
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-7.41%
% of All Funds
0.36%
New
50
Increased
172
Reduced
107
Closed
33
Calls
$112K
Puts
$361K
Net Calls
-$249K
Net Calls Change
-$180K

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$4.06B
2
Ameriprise
2
Ameriprise
Minnesota
$228M
3
FLPIM
3
F.L. Putnam Investment Management
Massachusetts
$13M
4
BlackRock
4
BlackRock
New York
$27.1M
5
MAM
5
Madison Asset Management
Wisconsin
$48M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$2.61M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$494M
3
CA
3
Crane Advisory
California
$47.9M
4
Creative Planning
4
Creative Planning
Kansas
$39.6M
5
SFA
5
Sequoia Financial Advisors
Ohio
$739K
Name Holding Trade Value Shares
Change 		Shares
Change %
GVAG
226
Great Valley Advisor Group
Delaware
$405K -$18.8K -772 -4%
WA
227
WBH Advisory
Maryland
$391K +$45.1K +1,850 +13%
LFG
228
Larson Financial Group
Missouri
$379K +$246K +10,086 +185%
EWM
229
Empirical Wealth Management
Washington
$368K +$368K +15,072 New
FA
230
FC Advisory
Pennsylvania
$356K -$58.4K -2,396 -14%
WPA
231
West Paces Advisors
Georgia
$356K -$64.1K -2,630 -15%
TIM
232
Tortoise Investment Management
New York
$356K -$275K -11,262 -44%
BCWM
233
Bartlett & Co Wealth Management
Ohio
$355K -$15.7K -642 -4%
DWT
234
Dorsey & Whitney Trust
South Dakota
$351K +$351K +14,410 New
HAS
235
HBW Advisory Services
California
$351K -$5.51K -226 -2%
LIM
236
Leavell Investment Management
Alabama
$342K -$48.7K -2,000 -12%
FIC
237
Family Investment Center
Missouri
$334K +$3.17K +130 +1%
CA
238
Claro Advisors
Massachusetts
$332K +$332K +13,612 New
PNC Financial Services Group
239
PNC Financial Services Group
Pennsylvania
$325K -$123K -5,048 -27%
ACM
240
Absolute Capital Management
Pennsylvania
$319K +$18.5K +758 +6%
MOS
241
MGO One Seven
Ohio
$317K +$317K +12,982 New
PP
242
Patten & Patten
Tennessee
$313K – – –
NA
243
NewEdge Advisors
Louisiana
$300K +$259K +10,618 +633%
PA
244
PFG Advisors
Arizona
$299K +$299K +12,276 New
AC
245
Apella Capital
Connecticut
$293K +$66.2K +2,708 +29%
WTA
246
Washington Trust Advisors
Massachusetts
$281K – – –
IC
247
IEQ Capital
California
$275K +$275K +11,262 New
WFA
248
Wade Financial Advisory
California
$272K -$36K -1,476 -12%
WAM
249
Worth Asset Management
Texas
$270K -$4.93K -202 -2%
ACG
250
Allen Capital Group
Nebraska
$263K -$36.7K -1,504 -12%
8 9
10
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