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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 %
CAL
276
Capital Analysts LLC
Pennsylvania
$208K +$208K +8,536 New
NHT
277
New Hampshire Trust
New Hampshire
$208K +$208K +8,520 New
WFS
278
WealthGarden F.S.
California
$206K +$206K +8,446 New
SWA
279
SFMG Wealth Advisors
Texas
$205K – – –
AWC
280
Adamsbrown Wealth Consultants
Kansas
$202K +$341 +14 +0.2%
AIM
281
Acropolis Investment Management
Missouri
$198K – – –
UB
282
UMB Bank
Missouri
$186K -$70.7K -2,898 -28%
WOSD
283
WFA of San Diego
California
$183K +$183K +7,506 New
VCM
284
Versant Capital Management
Arizona
$170K +$169K +6,946 +19,294%
HGERS
285
Householder Group Estate & Retirement Specialist
Arizona
$170K – – –
CHA
286
Carmichael Hill & Associates
Maryland
$170K – – –
CJ
287
Caitlin John
Michigan
$152K – – –
OP
288
ORG Partners
Indiana
$147K +$147K +6,090 New
FAM
289
Family Asset Management
South Carolina
$143K +$30.3K +1,242 +27%
NS
290
NBC Securities
Alabama
$124K -$11.3K -466 -8%
PWMG
291
Private Wealth Management Group
New Jersey
$120K – – –
SAM
292
Smartleaf Asset Management
Massachusetts
$113K +$31.2K +1,278 +38%
AIC
293
Archer Investment Corporation
Indiana
$106K -$27.9K -1,146 -21%
BIM
294
Breakwater Investment Management
Washington
$106K +$13.3K +544 +14%
TCM
295
Tradewinds Capital Management
Washington
$105K -$11.6M -477,176 -99%
NB
296
NBT Bank
New York
$105K -$6.19K -254 -6%
HT
297
Headlands Technologies
Illinois
$97.8K +$97.8K +4,012 New
CFD
298
Creative Financial Designs
Indiana
$97.6K +$9.27K +380 +10%
GRP
299
Global Retirement Partners
California
$96.7K +$29.3K +1,200 +43%
PA
300
Pineridge Advisors
Missouri
$91.2K +$25.1K +1,030 +38%
10 11
12
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