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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 %
WPA
276
West Paces Advisors
Georgia
$311K -$48.2K -1,985 -13%
LAM
277
L2 Asset Management
Massachusetts
$305K +$305K +12,542 New
CA
278
Claro Advisors
Massachusetts
$300K -$107K -4,401 -26%
SIMG
279
Sonora Investment Management Group
Arizona
$294K -$1.94K -80 -0.7%
ACM
280
Absolute Capital Management
Pennsylvania
$293K +$84.9K +3,497 +41%
IC
281
IEQ Capital
California
$287K +$13.8K +570 +5%
AC
282
Apella Capital
Connecticut
$271K +$267 +11 +0.1%
AAS
283
Asset Allocation Strategies
Michigan
$270K +$270K +11,146 New
WAM
284
Worth Asset Management
Texas
$268K -$856K -35,258 -76%
EAM
285
Evanson Asset Management
California
$265K +$3.21K +132 +1%
ATS
286
Ashton Thomas Securities
New York
$257K +$3.33K +137 +1%
PP
287
Patten & Patten
Tennessee
$251K -$40K -1,648 -14%
OCM
288
Orleans Capital Management
Louisiana
$251K -$7.3K -300 -3%
HWM
289
HB Wealth Management
Georgia
$249K -$155K -6,392 -38%
FTUS
290
Flow Traders U.S.
New York
$245K -$2.43M -99,772 -91%
CFGW
291
Chancellor Financial Group WB
Pennsylvania
$245K +$245K +10,069 New
CAC
292
Certified Advisory Corp
Florida
$243K +$44.5K +1,833 +22%
WTA
293
Washington Trust Advisors
Massachusetts
$243K -$36.6K -1,508 -13%
TW
294
TrinityPoint Wealth
Connecticut
$237K +$3.67K +151 +2%
SA
295
Sanctuary Advisors
Indiana
$232K +$232K +9,505 New
Citigroup
296
Citigroup
New York
$232K +$51.3K +2,110 +28%
TW
297
Transform Wealth
Colorado
$232K +$232K +9,548 New
BCI
298
Brinker Capital Investments
Pennsylvania
$231K -$137K -5,657 -37%
OPS
299
Orion Portfolio Solutions
Nebraska
$231K -$137K -5,657 -37%
Citadel Advisors
300
Citadel Advisors
Florida
$228K +$228K +9,404 New
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12
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