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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 %
EAM
251
Evanson Asset Management
California
$260K +$2.44K +100 +0.9%
ATS
252
Ashton Thomas Securities
New York
$257K +$257K +10,506 New
BA
253
Bristlecone Advisors
Washington
$257K +$1.95K +80 +0.8%
CIAS
254
CFS Investment Advisory Services
New Jersey
$254K +$254K +10,418 New
BCI
255
Brinker Capital Investments
Pennsylvania
$252K +$252K +10,330 New
OPS
256
Orion Portfolio Solutions
Nebraska
$252K +$252K +10,330 New
IAIM
257
International Assets Investment Management
Florida
$247K +$12.2K +502 +5%
Fidelity Investments
258
Fidelity Investments
Massachusetts
$246K +$51K +2,092 +26%
SG
259
StoneX Group
New York
$246K -$87.3K -3,580 -26%
ALWM
260
Andrews Lucia Wealth Management
California
$245K – – –
KPWS
261
Kestra Private Wealth Services
Texas
$243K -$154K -6,298 -39%
Fisher Asset Management
262
Fisher Asset Management
Washington
$236K -$68.7K -2,818 -23%
CPG
263
Custom Portfolio Group
Colorado
$235K – – –
DBRC
264
D.B. Root & Company
Pennsylvania
$234K +$1.17K +48 +0.5%
AIA
265
Alternative Investment Advisors
Florida
$233K +$233K +9,548 New
NWM
266
Northwest Wealth Management
Iowa
$233K – – –
TW
267
TrinityPoint Wealth
Connecticut
$230K +$26.5K +1,086 +13%
AA
268
AlphaQ Advisors
Florida
$229K -$439 -18 -0.2%
LIA
269
LBMC Investment Advisors
Tennessee
$227K – – –
AWM
270
Avaii Wealth Management
Wisconsin
$225K +$225K +9,224 New
SWG
271
Summit Wealth Group
Vermont
$221K +$221K +9,078 New
UWS
272
Unique Wealth Strategies
Illinois
$220K – – –
KC
273
Kades & Cheifetz
Pennsylvania
$219K -$8K -328 -4%
MIA
274
Milestone Investment Advisors
Wisconsin
$217K -$202K -8,288 -48%
FPWM
275
FSB Premier Wealth Management
Iowa
$209K -$18.4K -754 -8%
9 10
11
12 13