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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, 316 increasing their positions, 23 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
316
Reduced
23
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 Market Value Shares Shares
Change 		Shares
Change %
BTI
351
Blue Trust Inc
Georgia
$35.4K 1,456 -49,868 -97%
LC
352
Lavaca Capital
Texas
$33.9K 1,396 +1,396 New
AAG
353
Armstrong Advisory Group
Massachusetts
$32.4K 1,334 -5,108 -79%
TAM
354
Townsend Asset Management
North Carolina
$32K 1,318 – –
HNB
355
Huntington National Bank
Ohio
– – – –
PIS
356
POM Investment Strategies
North Carolina
$27.4K 1,126 +1,126 New
MA
357
MCF Advisors
Kentucky
$25.9K 1,066 +2 +0.2%
KSB
358
Kennebec Savings Bank
Maine
$23.9K 994 – –
RA
359
Rise Advisors
New York
$20.2K 833 +11 +1%
MFS
360
Mattson Financial Services
Michigan
$19.9K 394 +394 New
AF
361
Advisornet Financial
Minnesota
$19.4K 800 -86 -10%
GSWM
362
Golden State Wealth Management
California
$18.2K 748 +748 New
PIP
363
Peachtree Investment Partners
Florida
$17K 700 -700 -50%
CIBC Private Wealth Group
364
CIBC Private Wealth Group
Georgia
$14.5K 597 +1 +0.2%
MMCM
365
Murphy & Mullick Capital Management
New York
$14.4K 594 +594 New
TAM
366
Tucker Asset Management
Colorado
$13.9K 572 -200 -26%
OPTFSNA
367
Old Point Trust & Financial Services N A
Virginia
$13.8K 570 +570 New
GWM
368
Geneos Wealth Management
Colorado
$12.7K 524 – –
MA
369
Montag & Associates
Georgia
$12.6K 518 +6 +1%
ACM
370
Anfield Capital Management
California
$11.9K 490 -490 -50%
HR
371
Howe & Rusling
New York
$11.6K 479 +479 New
MG
372
Mather Group
Illinois
$11.4K 470 – –
IHWM
373
Iron Horse Wealth Management
Iowa
$9.91K 408 – –
CIAS
374
Capital Investment Advisory Services
North Carolina
$9.87K 406 – –
CMA
375
Cedar Mountain Advisors
Oregon
$8.99K 370 +370 New
13 14
15
16 17