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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 %
TWP
326
Triad Wealth Partners
Kansas
$13.6K +$13.6K +556 New
GI
327
Gradient Investments
Minnesota
$12.9K +$2.44K +100 +23%
MG
328
Mather Group
Illinois
$12.8K +$1.23K +50 +11%
GWM
329
Geneos Wealth Management
Colorado
$12.8K – – –
MA
330
Montag & Associates
Georgia
$12.4K +$146 +6 +1%
IHWM
331
Iron Horse Wealth Management
Iowa
$9.95K +$9.95K +408 New
CIAS
332
Capital Investment Advisory Services
North Carolina
$9.92K – – –
WAG
333
Wiser Advisor Group
Arizona
$9.86K +$1.99K +82 +25%
RWMG
334
Redwood Wealth Management Group
New Jersey
$9.51K +$9.51K +390 New
MSG
335
Main Street Group
Virginia
$8.86K -$2.46K -102 -22%
CAS
336
Coppell Advisory Solutions
Texas
$8.78K +$8.78K +360 New
RIA
337
Realta Investment Advisors
Delaware
$8.54K – – –
ATPW
338
Ashton Thomas Private Wealth
Arizona
$7.75K +$7.75K +318 New
NP
339
NorthRock Partners
Minnesota
$7.36K -$50.7K -3,114 -87%
FRA
340
Front Row Advisors
California
$7.32K – – –
CIA
341
Cape Investment Advisory
Georgia
$6.58K – – –
FF
342
Friedenthal Financial
New Jersey
$6.49K +$537 +22 +9%
TRCT
343
Tower Research Capital (TRC)
New York
$6.34K -$16.7K -686 -73%
IRC
344
Investors Research Corp
Georgia
$5.71K -$12.4K -508 -68%
SPIA
345
Steward Partners Investment Advisory
New York
$5.37K -$1.41K -58 -21%
Qube Research & Technologies (QRT)
346
Qube Research & Technologies (QRT)
United Kingdom
$4.93K -$481K -19,734 -99%
BIA
347
Bell Investment Advisors
California
$4.73K +$4.73K +194 New
S
348
Syntrinsic
Colorado
$4.49K – – –
EBA
349
Eagle Bay Advisors
New York
$4.46K – – –
PP
350
Pacifica Partners
Canada
$4.38K – – –
12 13
14
15 16