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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 %
BCI
376
Brinker Capital Investments
Pennsylvania
– -$11.6M -470,442 Closed
MIM
377
Morningstar Investment Management
Illinois
– -$8.73M -351,252 Closed
VA
378
Vident Advisory
Georgia
– -$7M -281,676 Closed
Truist Financial
379
Truist Financial
North Carolina
– -$5.26M -211,764 Closed
AC
380
Asio Capital
Kentucky
– -$3.91M -157,232 Closed
HF
381
HRT Financial
New York
– -$2.19M -87,970 Closed
AWM
382
Axxcess Wealth Management
California
– -$2.01M -80,720 Closed
Susquehanna International Group
383
Susquehanna International Group
Pennsylvania
– -$1.98M -79,526 Closed
CAAS
384
Capital Asset Advisory Services
Michigan
– -$1.75M -70,400 Closed
MSFS
385
Main Street Financial Solutions
Pennsylvania
– -$1.4M -56,382 Closed
OCG
386
Opus Capital Group
Ohio
– -$1.33M -53,516 Closed
Bank of New York Mellon
387
Bank of New York Mellon
New York
– -$1.26M -50,608 Closed
Lido Advisors
388
Lido Advisors
California
– -$1.11M -44,636 Closed
CWM
389
Congress Wealth Management
Massachusetts
– -$694K -27,920 Closed
PI
390
PFG Investments
New York
– -$692K -27,844 Closed
WWA
391
WCG Wealth Advisors
Nevada
– -$622K -25,004 Closed
JFG
392
JMG Financial Group
Illinois
– -$414K -16,650 Closed
SAMC
393
Spectrum Asset Management (California)
California
– -$347K -13,960 Closed
SC
394
Savant Capital
Illinois
– -$345K -13,894 Closed
GSWM
395
Greenup Street Wealth Management
Michigan
– -$330K -13,280 Closed
CAMV
396
Concord Asset Management (Virginia)
Virginia
– -$284K -11,408 Closed
HT
397
Headlands Technologies
Illinois
– -$282K -11,328 Closed
MA
398
Mutual Advisors
Nebraska
– -$274K -11,026 Closed
CA
399
Claro Advisors
Massachusetts
– -$259K -10,416 Closed
I
400
INVST
Indiana
– -$236K -9,592 Closed
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16
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