SCHR icon

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 %
BCWM
251
Bartlett & Co Wealth Management
Ohio
$373K +$4.05K +160 +1%
FA
252
FC Advisory
Pennsylvania
$372K +$2.48K +98 +0.7%
DWT
253
Dorsey & Whitney Trust
South Dakota
$365K – – –
TIM
254
Tortoise Investment Management
New York
$354K -$14.9K -588 -4%
MWP
255
Meridian Wealth Partners
Pennsylvania
$352K +$352K +13,910 New
LFG
256
Larson Financial Group
Missouri
$329K -$63.9K -2,524 -16%
RF
257
RHS Financial
California
$326K +$326K +12,878 New
SIMG
258
Sonora Investment Management Group
Arizona
$309K +$309K +12,194 New
PP
259
Patten & Patten
Tennessee
$304K -$20.7K -820 -6%
WFS
260
WealthGarden F.S.
California
$299K +$84.9K +3,354 +40%
WTA
261
Washington Trust Advisors
Massachusetts
$291K – – –
IC
262
IEQ Capital
California
$285K – – –
AC
263
Apella Capital
Connecticut
$281K -$20.8K -822 -7%
FFA
264
Florida Financial Advisors
Florida
$280K +$280K +11,072 New
EAM
265
Evanson Asset Management
California
$273K +$2.53K +100 +0.9%
FPWM
266
FSB Premier Wealth Management
Iowa
$271K +$54.3K +2,146 +25%
BA
267
Bristlecone Advisors
Washington
$268K +$1.97K +78 +0.7%
OCM
268
Orleans Capital Management
Louisiana
$268K +$268K +10,600 New
ATS
269
Ashton Thomas Securities
New York
$264K -$1.67K -66 -0.6%
CIAS
270
CFS Investment Advisory Services
New Jersey
$264K – – –
SG
271
StoneX Group
New York
$259K +$3.9K +154 +2%
AWM
272
AE Wealth Management
Kansas
$247K +$247K +9,744 New
PNC Financial Services Group
273
PNC Financial Services Group
Pennsylvania
$244K -$93.3K -3,688 -28%
ALWM
274
Andrews Lucia Wealth Management
California
$244K – – –
TW
275
TrinityPoint Wealth
Connecticut
$243K +$4.55K +180 +2%
9 10
11
12 13