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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.

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 %
1IA
301
1620 Investment Advisors
Massachusetts
$90.9K +$90.9K +3,726 New
RBC
302
Roble Belko & Company
Pennsylvania
$90K +$33.5K +1,376 +59%
CWP
303
Concord Wealth Partners
Virginia
$88K -$48.8K -2,000 -36%
US Bancorp
304
US Bancorp
Minnesota
$83.1K -$11.1K -456 -12%
IA
305
IFP Advisors
Florida
$82.9K +$78.8K +3,232 +1,947%
HDIM
306
Hanson & Doremus Investment Management
Vermont
$82K +$3.43K +140 +4%
BFPW
307
BOK Financial Private Wealth
Colorado
$70.5K – – –
Citigroup
308
Citigroup
New York
$69.4K +$56.9K +2,334 +454%
ACA
309
Aptus Capital Advisors
Alabama
$63.6K +$51.7K +2,122 +435%
HNB
310
Huntington National Bank
Ohio
$53.5K -$93.8K – –
HR
311
Howe & Rusling
New York
$47.7K +$37.7K +1,546 +377%
PIP
312
Peachtree Investment Partners
Florida
$34.1K – – –
HI
313
Harbour Investments
Wisconsin
$33.1K +$1.61K +66 +5%
TAM
314
Townsend Asset Management
North Carolina
$32.1K – – –
FGAM
315
Financial Gravity Asset Management
Texas
$31.3K -$78.3K -3,192 Closed
MA
316
MCF Advisors
Kentucky
$25.9K – – –
CSWG
317
Cardinal Strategic Wealth Guidance
Kentucky
$25.6K +$25.6K +1,048 New
AFG
318
Albion Financial Group
Utah
$24.3K – – –
ACM
319
Anfield Capital Management
California
$23.9K +$23.9K +980 New
HCM
320
Hollencrest Capital Management
California
$23.1K +$23.1K +946 New
S
321
SignatureFD
Georgia
$22.7K -$66.3K -2,718 -75%
AF
322
Advisornet Financial
Minnesota
$21.1K -$30K -1,230 -59%
B
323
Birchbrook
Maine
$15.1K – – –
BEI
324
Benjamin Edwards Inc
Missouri
$15K +$974 +40 +7%
CIBC Private Wealth Group
325
CIBC Private Wealth Group
Georgia
$14.9K -$47.5K -1,942 -76%
11 12
13
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