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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.

New
Increased
Maintained
Reduced
Closed
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 %
GWSG
376
GPS Wealth Strategies Group
Colorado
$455 – – –
MHR
377
Matthew Hamilton Rosenberg
$405 – – –
SIS
378
Strategic Investment Solutions
Illinois
$304 – – –
CWP
379
Concord Wealth Partners
Virginia
$31 -$55.9K -3,606 -100%
CMP
380
Coston McIsaac & Partners
Maine
$5 +$1 +50 +27%
Thrivent Financial for Lutherans
381
Thrivent Financial for Lutherans
Minnesota
– -$8.37M -343,274 Closed
VA
382
Vident Advisory
Georgia
– -$8.08M -331,390 Closed
Goldman Sachs
383
Goldman Sachs
New York
– -$2.61M -107,092 Closed
CA
384
Cambridge Associates
Massachusetts
– -$1.8M -73,926 Closed
FIM
385
Freedom Investment Management
Connecticut
– -$1.26M -51,684 Closed
EFS
386
Econ Financial Services
Pennsylvania
– -$1.13M -46,242 Closed
SLWA
387
San Luis Wealth Advisors
California
– -$1.04M -42,736 Closed
Neuberger Berman Group
388
Neuberger Berman Group
New York
– -$798K -32,722 Closed
OMC
389
Old Mission Capital
Illinois
– -$642K -26,332 Closed
AP
390
Aspect Partners
Virginia
– -$439K -18,002 Closed
GVAG
391
Great Valley Advisor Group
Delaware
– -$405K -16,622 Closed
IAIM
392
International Assets Investment Management
Florida
– -$247K -10,124 Closed
KPWS
393
Kestra Private Wealth Services
Texas
– -$243K -9,946 Closed
Fisher Asset Management
394
Fisher Asset Management
Washington
– -$236K -9,686 Closed
DBRC
395
D.B. Root & Company
Pennsylvania
– -$234K -9,596 Closed
NWM
396
Northwest Wealth Management
Iowa
– -$233K -9,538 Closed
AWM
397
Avaii Wealth Management
Wisconsin
– -$225K -9,224 Closed
SWA
398
SFMG Wealth Advisors
Texas
– -$205K -8,396 Closed
AWC
399
Adamsbrown Wealth Consultants
Kansas
– -$202K -8,292 Closed
HT
400
Headlands Technologies
Illinois
– -$97.8K -4,012 Closed
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16
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