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Schwab Intermediately-Term US Treasury ETF
SCHR

Overview Fund Activity

372 hedge funds and large institutions have $6.86B invested in Schwab Intermediately-Term US Treasury ETF in 2024 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 158 increasing their positions, 126 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
372
Holders Change
-18
Holders Change %
-4.62%
% of All Funds
5.39%
Holding in Top 10
27
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.57%
% of All Funds
0.39%
New
38
Increased
158
Reduced
126
Closed
50
Calls
$152K
Puts
$221K
Net Calls
-$69K
Net Calls Change
-$79K

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
$3.97B
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$570M
3
CA
Crane Advisory
California
$72.7M
4
Ameriprise
Ameriprise
Minnesota
$214M
5
IDA
Intelligence Driven Advisers
California
$48.3M

Top Sellers

1
HCM
Hilton Capital Management
New York
$299K
2
TNA
True North Advisors
Texas
$0
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$64.9M
4
Morgan Stanley
Morgan Stanley
New York
$22.9M
5
Osaic Holdings
Osaic Holdings
Arizona
$3.35M
Name Holding Trade Value Shares
Change 		Shares
Change %
BAM
351
Bellevue Asset Management
Washington
$2.11K – – –
FMP
352
Financial Management Professionals
Texas
$2K – – –
AWM
353
Atticus Wealth Management
Florida
$1.82K -$10.2K -414 -85%
DF
354
Dunhill Financial
United Kingdom
$1.82K +$1.82K +74 New
SRCM
355
Signature Resources Capital Management
California
$1.54K – – –
MFC
356
Morris Financial Concepts
South Carolina
$1.42K – – –
CA
357
Continuum Advisory
Idaho
$1.4K +$1.4K +58 New
RIL
358
Rothschild Investment LLC
Illinois
$1.13K – – –
TIM
359
Thompson Investment Management
Wisconsin
$1.13K +$1.13K +46 New
WWM
360
Wagner Wealth Management
South Carolina
$1.03K +$245 +10 +31%
HFS
361
Hantz Financial Services
Michigan
$1K -$2.88K -138 -74%
TFA
362
Transamerica Financial Advisors
Florida
$1K – – –
AW
363
Avion Wealth
Texas
$1K – – –
AFWM
364
Abich Financial Wealth Management
Virginia
$883 – – –
VCM
365
Versant Capital Management
Arizona
$875 – – –
PK
366
Pflug Koory
Nebraska
$785 +$785 +32 New
TAM
367
Tucker Asset Management
Colorado
$736 – – –
CSC
368
Caldwell Sutter Capital
California
$540 – – –
GWSA
369
Global Wealth Strategies & Associates
Colorado
$491 – – –
FWP
370
FAS Wealth Partners
Kansas
$468 +$47 +2 +11%
GWSG
371
GPS Wealth Strategies Group
Colorado
$441 – – –
MHR
372
Matthew Hamilton Rosenberg
$389 – – –
SVCP
373
Silicon Valley Capital Partners
California
$31 – – –
TNA
374
True North Advisors
Texas
– -$26.8M -1,077,236 Closed
BCI
375
Brinker Capital Investments
Pennsylvania
– -$11.6M -470,442 Closed
13 14
15
16 17