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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.

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 %
GWSA
376
Global Wealth Strategies & Associates
Colorado
$488 – – –
FWP
377
FAS Wealth Partners
Kansas
$470 – – –
GWSG
378
GPS Wealth Strategies Group
Colorado
$439 – – –
MHR
379
Matthew Hamilton Rosenberg
$387 – – –
SIS
380
Strategic Investment Solutions
Illinois
$298 +$298 +12 New
AWM
381
Atticus Wealth Management
Florida
$244 -$1.56K -64 -86%
GLR
382
Great Lakes Retirement
Ohio
$49 +$49 +2 New
AssetMark Inc
383
AssetMark Inc
California
$49 +$49 +2 New
CSIA
384
Charles Schwab Investment Advisory
California
– -$3.97B -162,069,520 Closed
G
385
GenTrust
Florida
– -$10.1M -411,110 Closed
AWM
386
AE Wealth Management
Kansas
– -$2.68M -109,214 Closed
LNC
387
Lincoln National Corp
Pennsylvania
– -$1.39M -56,804 Closed
Citadel Advisors
388
Citadel Advisors
Florida
– -$1.23M -50,192 Closed
SAG
389
SageView Advisory Group
California
– -$1.78M -49,528 Closed
RF
390
RHS Financial
California
– -$679K -27,706 Closed
OFS
391
OneAscent Financial Services
Alabama
– -$673K -27,456 Closed
MPW
392
MGO Private Wealth
California
– -$568K -23,180 Closed
Focus Partners Wealth
393
Focus Partners Wealth
Massachusetts
– -$445K -18,144 Closed
GF
394
Goodman Financial
Texas
– -$430K -17,522 Closed
TWM
395
TSA Wealth Management
Texas
– -$417K -16,994 Closed
HCM
396
Hilton Capital Management
New York
– -$299K -12,200 Closed
CPIG
397
Chicago Partners Investment Group
Illinois
– -$292K -12,138 Closed
PFG
398
Pacific Financial Group
Washington
– -$272K -11,096 Closed
APC
399
Asset Planning Corporation
Tennessee
– -$228K -9,304 Closed
BWM
400
BCS Wealth Management
Tennessee
– -$219K -8,948 Closed
13 14 15
16
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