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Schwab Intermediately-Term US Treasury ETF
SCHR

Overview Fund Activity

381 hedge funds and large institutions have $8.96B invested in Schwab Intermediately-Term US Treasury ETF in 2024 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 185 increasing their positions, 98 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
381
Holders Change
-2
Holders Change %
-0.52%
% of All Funds
5.51%
Holding in Top 10
33
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+32%
% of All Funds
0.48%
New
41
Increased
185
Reduced
98
Closed
39
Calls
$61K
Puts
$845K
Net Calls
-$784K
Net Calls Change
-$535K

Top Buyers

1
Charles Schwab
Charles Schwab
California
$5.45B
2
Bank of America
Bank of America
North Carolina
$207M
3
Jane Street
Jane Street
New York
$104M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
$63.9M
5
CWA
Cornerstone Wealth Advisors
Minnesota
$79.4M

Top Sellers

1
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$0
2
VA
Vident Advisory
Georgia
$0
3
FLPIM
F.L. Putnam Investment Management
Massachusetts
$6.82M
4
Creative Planning
Creative Planning
Kansas
$35.6M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$70.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
BPA
226
Beacon Pointe Advisors
California
$511K -$61.3K -2,424 -11%
DWM
227
Dakota Wealth Management
Florida
$510K -$31.2K -1,234 -6%
BSB
228
Bangor Savings Bank
Maine
$507K -$442K -17,476 -47%
Empower Advisory Group
229
Empower Advisory Group
Colorado
$499K +$17.5K +692 +4%
CHA
230
Carmichael Hill & Associates
Maryland
$492K +$316K +12,474 +179%
HCP
231
Hexagon Capital Partners
Arkansas
$476K -$30.7K -1,212 -6%
LAIC
232
Lederer & Associates Investment Counsel
California
$470K +$12.8K +506 +3%
SGAM
233
Stephens Group Asset Management
Arkansas
$464K +$464K +18,322 New
TCM
234
Twele Capital Management
Minnesota
$462K -$72.1K -2,848 -13%
FIC
235
Family Investment Center
Missouri
$461K +$114K +4,524 +33%
JFGLC
236
Johnson Financial Group LLC (Colorado)
Colorado
$454K -$10.6K -420 -2%
IAN
237
Integrated Advisors Network
Texas
$451K -$1.11K -44 -0.2%
EWA
238
EP Wealth Advisors
California
$446K -$40.5K -1,600 -8%
PA
239
PFG Advisors
Arizona
$439K +$128K +5,066 +41%
RI
240
Ridgewood Investments
New Jersey
$437K -$25.3K -1,000 -5%
IA
241
IFP Advisors
Florida
$430K +$344K +13,596 +400%
WA
242
WBH Advisory
Maryland
$429K +$24.1K +952 +6%
CA
243
Claro Advisors
Massachusetts
$424K +$79.3K +3,134 +23%
HWM
244
HB Wealth Management
Georgia
$422K -$13.8K -544 -3%
FPAS
245
Focus Partners Advisor Solutions
Missouri
$411K +$411K +16,238 New
PAG
246
Private Advisor Group
New Jersey
$387K -$55.7K -2,202 -13%
BCI
247
Brinker Capital Investments
Pennsylvania
$384K +$123K +4,850 +47%
OPS
248
Orion Portfolio Solutions
Nebraska
$384K +$123K +4,850 +47%
HAS
249
HBW Advisory Services
California
$375K +$10.8K +428 +3%
WPA
250
West Paces Advisors
Georgia
$374K +$5.06K +200 +1%
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