SCHR icon

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.

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 %
PP
351
Pacifica Partners
Canada
$4.55K – – –
PS
352
Planned Solutions
California
$4.55K +$4.55K +180 New
WTC
353
WhitTier Trust Company
Nevada
$4K – – –
FMP
354
Financial Management Professionals
Texas
$3K +$1.17K +42 +64%
EW
355
Element Wealth
Mississippi
$2.99K – – –
SPIA
356
Steward Partners Investment Advisory
New York
$2.94K -$2.63K -104 -47%
BLC
357
Brown, Lisle/Cummings
Rhode Island
$2.94K – – –
FGC
358
Financial Gravity Companies
Texas
$2.78K +$2.78K +110 New
PCMC
359
Private Capital Management (Colorado)
Colorado
$2.63K +$2.63K +104 New
GM
360
GeoWealth Management
Illinois
$2.6K -$1.12K -44 -30%
KFI
361
Key Financial Inc
Pennsylvania
$2.48K – – –
RIL
362
Rothschild Investment LLC
Illinois
$2.43K +$1.27K +50 +109%
BAM
363
Bellevue Asset Management
Washington
$2.18K – – –
Simplex Trading
364
Simplex Trading
Illinois
$2K +$2K +100 New
SRCM
365
Signature Resources Capital Management
California
$1.47K -$101 -4 -6%
MFC
366
Morris Financial Concepts
South Carolina
$1.47K – – –
CA
367
Continuum Advisory
Idaho
$1.41K -$268 -22 -16%
WWM
368
Wagner Wealth Management
South Carolina
$1.32K +$152 +6 +13%
TIM
369
Thompson Investment Management
Wisconsin
$1.16K – – –
MIM
370
Macroview Investment Management
Maryland
$1.06K – – –
VCM
371
Versant Capital Management
Arizona
$920 -$178K -6,946 -99%
MWA
372
MFA Wealth Advisors
Pennsylvania
$658 – – –
CSC
373
Caldwell Sutter Capital
California
$557 – – –
GWSA
374
Global Wealth Strategies & Associates
Colorado
$506 – – –
FWP
375
FAS Wealth Partners
Kansas
$492 – – –
13 14
15
16 17