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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.

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
1
Charles Schwab
California
$5.45B
2
Bank of America
2
Bank of America
North Carolina
$207M
3
Jane Street
3
Jane Street
New York
$104M
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$63.9M
5
CWA
5
Cornerstone Wealth Advisors
Minnesota
$79.4M

Top Sellers

1
Thrivent Financial for Lutherans
1
Thrivent Financial for Lutherans
Minnesota
$0
2
VA
2
Vident Advisory
Georgia
$0
3
FLPIM
3
F.L. Putnam Investment Management
Massachusetts
$6.82M
4
Creative Planning
4
Creative Planning
Kansas
$35.6M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$70.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
1IA
301
1620 Investment Advisors
Massachusetts
$138K +$43.3K +1,710 +46%
NS
302
NBC Securities
Alabama
$136K +$7.24K +288 +6%
AIC
303
Archer Investment Corporation
Indiana
$128K +$17.7K +698 +16%
PWMG
304
Private Wealth Management Group
New Jersey
$127K +$2.53K +100 +2%
SAM
305
Smartleaf Asset Management
Massachusetts
$123K +$6.39K +252 +5%
BIM
306
Breakwater Investment Management
Washington
$110K – – –
RBC
307
Roble Belko & Company
Pennsylvania
$93K – – –
HDIM
308
Hanson & Doremus Investment Management
Vermont
$86K +$914 +36 +1%
NB
309
NBT Bank
New York
$82.9K -$26.5K -1,048 -24%
US Bancorp
310
US Bancorp
Minnesota
$82.6K -$3.59K -142 -4%
TCM
311
Tradewinds Capital Management
Washington
$73.3K -$36.1K -1,428 -33%
BFPW
312
BOK Financial Private Wealth
Colorado
$73.1K – – –
GRP
313
Global Retirement Partners
California
$70.1K -$30.3K -1,198 -30%
FAM
314
Family Asset Management
South Carolina
$69.9K -$78.7K -3,112 -53%
HNB
315
Huntington National Bank
Ohio
$64K -$53.5K – –
RWPA
316
Richard W. Paul & Associates
Michigan
$43.5K +$43.5K +1,720 New
HI
317
Harbour Investments
Wisconsin
$42.7K +$8.35K +330 +24%
PIP
318
Peachtree Investment Partners
Florida
$35.4K – – –
TAM
319
Townsend Asset Management
North Carolina
$33.3K – – –
ACA
320
Aptus Capital Advisors
Alabama
$29.6K -$3.44K -272 -10%
AC
321
AlphaCore Capital
California
$28.5K +$24.1K +952 +541%
MA
322
MCF Advisors
Kentucky
$26.9K – – –
KSB
323
Kennebec Savings Bank
Maine
$25.1K +$25.1K +994 New
AF
324
Advisornet Financial
Minnesota
$22.4K +$506 +20 +2%
RA
325
Rise Advisors
New York
$20.8K +$20.8K +822 New
11 12
13
14 15