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Schwab Intermediately-Term US Treasury ETF
SCHR

Overview Fund Activity

421 hedge funds and large institutions have $9.67B invested in Schwab Intermediately-Term US Treasury ETF in 2024 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 170 increasing their positions, 129 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
421
Holders Change
+40
Holders Change %
+10.5%
% of All Funds
5.61%
Holding in Top 10
39
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+18.18%
% of All Funds
0.52%
New
77
Increased
170
Reduced
129
Closed
29
Calls
$66K
Puts
–
Net Calls
+$66K
Net Calls Change
+$850K

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$139M
2
Ameriprise
Ameriprise
Minnesota
$308M
3
Charles Schwab
Charles Schwab
California
$5.28B
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$80.8M
5
Baird Financial Group
Baird Financial Group
Wisconsin
$24M

Top Sellers

1
Koshinski Asset Management
Koshinski Asset Management
Illinois
$1.04B
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$387M
3
Jane Street
Jane Street
New York
$214K
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
$8.65M
5
NCM
Northwest Capital Management
Oregon
$25M
Name Holding Trade Value Shares
Change 		Shares
Change %
HCP
251
Hexagon Capital Partners
Arkansas
$458K +$972 +40 +0.2%
TCM
252
Twele Capital Management
Minnesota
$454K +$10.6K +436 +2%
GS
253
GTS Securities
New York
$449K -$2.92M -120,218 -87%
FIC
254
Family Investment Center
Missouri
$448K +$5.49K +226 +1%
LAIC
255
Lederer & Associates Investment Counsel
California
$446K -$4.78K -197 -1%
FA
256
Fermata Advisors
California
$445K +$445K +18,308 New
JFGLC
257
Johnson Financial Group LLC (Colorado)
Colorado
$441K +$5.47K +225 +1%
IAN
258
Integrated Advisors Network
Texas
$439K +$6.46K +266 +1%
TPI
259
Trust Point Inc
Wisconsin
$425K -$554K -22,822 -57%
RI
260
Ridgewood Investments
New Jersey
$421K +$1.21K +50 +0.3%
VCM
261
Vision Capital Management
Oregon
$412K -$123K -5,065 -23%
PA
262
PFG Advisors
Arizona
$410K -$10.8K -443 -3%
MOS
263
MGO One Seven
Ohio
$402K -$2.18M -89,777 -84%
NHT
264
New Hampshire Trust
New Hampshire
$393K +$175K +7,203 +80%
NA
265
Note Advisors
New York
$385K +$385K +15,838 New
PFA
266
Portland Financial Advisors
New York
$380K +$380K +15,660 New
HAS
267
HBW Advisory Services
California
$366K +$6.61K +272 +2%
SA
268
Seneschal Advisors
Washington
$362K +$362K +14,891 New
FA
269
FC Advisory
Pennsylvania
$360K +$2.31K +95 +0.6%
BCWM
270
Bartlett & Co Wealth Management
Ohio
$342K -$15.5K -640 -4%
HCM
271
Hollencrest Capital Management
California
$339K +$339K +13,940 New
CMP
272
Coston McIsaac & Partners
Maine
$328K +$322K +13,305 +5,686%
Natixis Advisors
273
Natixis Advisors
Massachusetts
$324K +$324K +13,348 New
MWP
274
Meridian Wealth Partners
Pennsylvania
$320K -$18.3K -755 -5%
RF
275
RHS Financial
California
$317K +$4.28K +176 +1%
9 10
11
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