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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.

New
Increased
Maintained
Reduced
Closed
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 %
AC
351
AlphaCore Capital
California
$4.29K -$6.39K -262 -60%
CMP
352
Coston McIsaac & Partners
Maine
$4K – – –
WTC
353
WhitTier Trust Company
Nevada
$3.85K – – –
GM
354
GeoWealth Management
Illinois
$3.55K +$729 +30 +26%
CA
355
Continuum Advisory
Idaho
$3.37K +$1.95K +80 +138%
AAG
356
Armstrong Advisory Group
Massachusetts
$2.93K – – –
EW
357
Element Wealth
Mississippi
$2.88K – – –
BLC
358
Brown, Lisle/Cummings
Rhode Island
$2.83K – – –
KFI
359
Key Financial Inc
Pennsylvania
$2.39K – – –
BAM
360
Bellevue Asset Management
Washington
$2.1K – – –
FMP
361
Financial Management Professionals
Texas
$2K – – –
DF
362
Dunhill Financial
United Kingdom
$1.8K – – –
SRCM
363
Signature Resources Capital Management
California
$1.51K – – –
TCM
364
TruNorth Capital Management
Michigan
$1.46K +$1.46K +60 New
MFC
365
Morris Financial Concepts
South Carolina
$1.41K – – –
TAM
366
Tucker Asset Management
Colorado
$1.27K +$537 +22 +73%
RIL
367
Rothschild Investment LLC
Illinois
$1.12K – – –
TIM
368
Thompson Investment Management
Wisconsin
$1.12K – – –
WWM
369
Wagner Wealth Management
South Carolina
$1.12K +$98 +4 +10%
MIM
370
Macroview Investment Management
Maryland
$1.03K +$1.03K +42 New
TFA
371
Transamerica Financial Advisors
Florida
$1K – – –
AFWM
372
Abich Financial Wealth Management
Virginia
$878 – – –
MWA
373
MFA Wealth Advisors
Pennsylvania
$634 +$634 +26 New
CSC
374
Caldwell Sutter Capital
California
$536 – – –
SSB
375
Sandy Spring Bank
Maryland
$488 -$744K -30,510 -100%
13 14
15
16 17