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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 %
AA
276
AlphaQ Advisors
Florida
$238K – – –
ACG
277
Allen Capital Group
Nebraska
$237K -$35.2K -1,392 -13%
Renaissance Technologies
278
Renaissance Technologies
New York
$237K +$237K +9,356 New
LIA
279
LBMC Investment Advisors
Tennessee
$236K – – –
SWG
280
Summit Wealth Group
Vermont
$230K – – –
KC
281
Kades & Cheifetz
Pennsylvania
$230K +$2.08K +82 +0.9%
NHT
282
New Hampshire Trust
New Hampshire
$227K +$11.5K +454 +5%
MIA
283
Milestone Investment Advisors
Wisconsin
$225K – – –
EWM
284
Empirical Wealth Management
Washington
$225K -$156K -6,170 -41%
PWM
285
Purus Wealth Management
California
$218K +$218K +8,600 New
ACM
286
Absolute Capital Management
Pennsylvania
$217K -$115K -4,538 -35%
WFA
287
Wade Financial Advisory
California
$213K -$68.3K -2,700 -24%
CAC
288
Certified Advisory Corp
Florida
$207K +$207K +8,168 New
AIM
289
Acropolis Investment Management
Missouri
$206K – – –
VST
290
Van Strum & Towne
California
$204K +$204K +8,050 New
UB
291
UMB Bank
Missouri
$193K – – –
WOSD
292
WFA of San Diego
California
$190K – – –
Citigroup
293
Citigroup
New York
$189K +$116K +4,604 +162%
HGERS
294
Householder Group Estate & Retirement Specialist
Arizona
$176K – – –
PA
295
Pineridge Advisors
Missouri
$175K +$80.6K +3,188 +85%
CAL
296
Capital Analysts LLC
Pennsylvania
$163K -$53.3K -2,102 -25%
AAG
297
Armstrong Advisory Group
Massachusetts
$163K +$160K +6,322 +5,268%
OP
298
ORG Partners
Indiana
$154K – – –
CJ
299
Caitlin John
Michigan
$152K +$75.9K +6,224 +100%
Fidelity Investments
300
Fidelity Investments
Massachusetts
$141K -$114K -4,506 -45%
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