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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
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$1.04B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$139M
3
Ameriprise
3
Ameriprise
Minnesota
$308M
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$80.8M
5
Charles Schwab
5
Charles Schwab
California
$5.28B

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$387M
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$8.65M
3
Jane Street
3
Jane Street
New York
$214K
4
BB
4
Busey Bank
Illinois
$0
5
ACM
5
AlphaStar Capital Management
North Carolina
$0
Name Market Value Shares Shares
Change 		Shares
Change %
MSG
376
Main Street Group
Virginia
$8.89K 367 +184 +101%
HT
377
Headlands Technologies
Illinois
$8.04K 331 +331 New
FRA
378
Front Row Advisors
California
$7.29K 300 +150 +100%
CIA
379
Cape Investment Advisory
Georgia
$6.56K 270 +135 +100%
CAS
380
Coppell Advisory Solutions
Texas
$6.37K 262 +131 +100%
TRCT
381
Tower Research Capital (TRC)
New York
$6.32K 260 +130 +100%
IRC
382
Investors Research Corp
Georgia
$5.68K 234 +117 +100%
FF
383
Friedenthal Financial
New Jersey
$5.61K 231 +118 +104%
TC
384
Truvestments Capital
Florida
$5.59K 230 +115 +100%
WAG
385
Wiser Advisor Group
Arizona
$5.44K 224 +114 +104%
Qube Research & Technologies (QRT)
386
Qube Research & Technologies (QRT)
United Kingdom
$4.91K 202 +101 +100%
DRP
387
Decker Retirement Planning
Utah
$4.62K 190 +190 New
EBA
388
Eagle Bay Advisors
New York
$4.53K 186 +94 +102%
AC
389
AlphaCore Capital
California
$4.47K 184 -380 -67%
PP
390
Pacifica Partners
Canada
$4.37K 180 +90 +100%
WTC
391
WhitTier Trust Company
Nevada
$3.84K 158 +79 +100%
HWP
392
Highline Wealth Partners
California
$3.38K 139 +139 New
MEG
393
Millstone Evans Group
Colorado
$3.3K 136 +136 New
VHAM
394
Van Hulzen Asset Management
California
$3.23K 133 +133 New
EW
395
Element Wealth
Mississippi
$2.87K 118 +59 +100%
BLC
396
Brown, Lisle/Cummings
Rhode Island
$2.82K 116 +58 +100%
FGC
397
Financial Gravity Companies
Texas
$2.67K 110 +55 +100%
FMP
398
Financial Management Professionals
Texas
$2.67K 110 +56 +104%
PCMC
399
Private Capital Management (Colorado)
Colorado
$2.53K 104 +52 +100%
GM
400
GeoWealth Management
Illinois
$2.48K 102 +51 +100%
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16
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