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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
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 %
TAM
326
Tucker Asset Management
Colorado
$19.5K +$18.2K +720 +1,385%
OC
327
Oarsman Capital
Wisconsin
$16.6K +$16.6K +656 New
CIBC Private Wealth Group
328
CIBC Private Wealth Group
Georgia
$15.1K -$355 -14 -2%
NIC
329
Northwest Investment Counselors
Oregon
$13.6K +$13.6K +540 New
GWM
330
Geneos Wealth Management
Colorado
$13.3K – – –
MA
331
Montag & Associates
Georgia
$13K +$101 +4 +0.8%
ACM
332
Anfield Capital Management
California
$12.4K – – –
MG
333
Mather Group
Illinois
$11.9K -$1.32K -52 -10%
IHWM
334
Iron Horse Wealth Management
Iowa
$10.3K – – –
CIAS
335
Capital Investment Advisory Services
North Carolina
$10.3K – – –
MAM
336
Marquette Asset Management
Minnesota
$9.72K +$9.72K +384 New
MSG
337
Main Street Group
Virginia
$9.26K -$51 -2 -0.5%
FRA
338
Front Row Advisors
California
$7.59K – – –
CIA
339
Cape Investment Advisory
Georgia
$6.83K – – –
CAS
340
Coppell Advisory Solutions
Texas
$6.64K -$2.49K -98 -27%
TRCT
341
Tower Research Capital (TRC)
New York
$6.58K – – –
AssetMark Inc
342
AssetMark Inc
California
$6.53K +$6.48K +256 +12,800%
IRC
343
Investors Research Corp
Georgia
$5.92K – – –
TC
344
Truvestments Capital
Florida
$5.82K +$5.82K +230 New
FF
345
Friedenthal Financial
New Jersey
$5.72K -$1.01K -40 -15%
WAG
346
Wiser Advisor Group
Arizona
$5.56K -$4.7K -186 -46%
Qube Research & Technologies (QRT)
347
Qube Research & Technologies (QRT)
United Kingdom
$5.11K – – –
NP
348
NorthRock Partners
Minnesota
$4.91K -$1.54K -108 -24%
EBA
349
Eagle Bay Advisors
New York
$4.67K +$51 +2 +1%
S
350
Syntrinsic
Colorado
$4.66K – – –
12 13
14
15 16