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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.

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
1
JPMorgan Chase & Co
New York
$139M
2
Ameriprise
2
Ameriprise
Minnesota
$308M
3
Charles Schwab
3
Charles Schwab
California
$5.28B
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$80.8M
5
Baird Financial Group
5
Baird Financial Group
Wisconsin
$24M

Top Sellers

1
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$1.04B
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$387M
3
Jane Street
3
Jane Street
New York
$214K
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$8.65M
5
NCM
5
Northwest Capital Management
Oregon
$25M
Name Holding Trade Value Shares
Change 		Shares
Change %
1IA
326
1620 Investment Advisors
Massachusetts
$134K +$2.19K +90 +2%
SPIA
327
Steward Partners Investment Advisory
New York
$134K +$131K +5,388 +4,645%
MCM
328
MAI Capital Management
Ohio
$131K +$131K +5,400 New
RBC
329
Roble Belko & Company
Pennsylvania
$125K +$35.1K +1,444 +39%
AIC
330
Archer Investment Corporation
Indiana
$123K +$243 +10 +0.2%
PFBT
331
Parkside Financial Bank & Trust
Missouri
$121K +$121K +4,961 New
SAM
332
Smartleaf Asset Management
Massachusetts
$118K -$97 -4 -0.1%
BIM
333
Breakwater Investment Management
Washington
$106K – – –
PPA
334
Painted Porch Advisors
California
$105K +$105K +4,306 New
WAG
335
Windsor Advisory Group
Ohio
$87.8K +$87.8K +3,616 New
US Bancorp
336
US Bancorp
Minnesota
$87.3K +$7.92K +326 +10%
Fidelity Investments
337
Fidelity Investments
Massachusetts
$85K -$50.2K -2,068 -37%
AG
338
AmeriFlex Group
Nevada
$84.4K +$84.4K +3,456 New
HDIM
339
Hanson & Doremus Investment Management
Vermont
$83K +$463 +19 +0.6%
NB
340
NBT Bank
New York
$79.6K – – –
GIA
341
GHP Investment Advisors
Colorado
$73.4K +$73.4K +3,022 New
PNC Financial Services Group
342
PNC Financial Services Group
Pennsylvania
$70.3K -$164K -6,758 -70%
BFPW
343
BOK Financial Private Wealth
Colorado
$70.2K – – –
GRP
344
Global Retirement Partners
California
$65.5K -$1.8K -74 -3%
TCM
345
Tradewinds Capital Management
Washington
$64.1K -$6.27K -258 -9%
BA
346
Bristlecone Advisors
Washington
$53K -$205K -8,426 -79%
RWPA
347
Richard W. Paul & Associates
Michigan
$41.8K – – –
NP
348
NorthRock Partners
Minnesota
$41.4K +$33.1K +1,361 +396%
SWM
349
Sanctuary Wealth Management
Idaho
$40.7K +$40.7K +1,676 New
HI
350
Harbour Investments
Wisconsin
$39.6K -$1.31K -54 -3%
12 13
14
15 16