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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
1
Charles Schwab Investment Advisory
California
$3.97B
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$570M
3
CA
3
Crane Advisory
California
$72.7M
4
Ameriprise
4
Ameriprise
Minnesota
$214M
5
IDA
5
Intelligence Driven Advisers
California
$48.3M

Top Sellers

1
HCM
1
Hilton Capital Management
New York
$299K
2
TNA
2
True North Advisors
Texas
$0
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$64.9M
4
Morgan Stanley
4
Morgan Stanley
New York
$22.9M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$3.35M
Name Holding Trade Value Shares
Change 		Shares
Change %
NHT
401
New Hampshire Trust
New Hampshire
– -$233K -9,354 Closed
CIA
402
Concurrent Investment Advisors
Florida
– -$229K -9,216 Closed
RA
403
RFG Advisory
Alabama
– -$227K -9,116 Closed
TWA
404
TCI Wealth Advisors
Arizona
– -$226K -9,092 Closed
FPAS
405
Focus Partners Advisor Solutions
Missouri
– -$224K -9,024 Closed
OP
406
ORG Partners
Indiana
– -$151K -6,090 Closed
ASN
407
Advisory Services Network
Georgia
– -$139K -5,600 Closed
CCM
408
Chilton Capital Management
Texas
– -$17.1K -688 Closed
BCPWM
409
Bradley & Co Private Wealth Management
Florida
– -$10.7K -432 Closed
VWM
410
Valley Wealth Managers
New Jersey
– -$8.6K -346 Closed
KA
411
Kozak & Associates
Colorado
– -$8.3K -334 Closed
LPP
412
Life Planning Partners
Florida
– -$6.46K -260 Closed
AEPWM
413
Atlantic Edge Private Wealth Management
Florida
– -$3.58K -144 Closed
TFGT
414
TS Financial Group (TSFG)
Illinois
– -$3K -128 Closed
AWM
415
Able Wealth Management
New Jersey
– -$1.94K -78 Closed
WWM
416
Wolff Wiese Magana
California
– -$1.74K -70 Closed
AIM
417
Anchor Investment Management
South Carolina
– -$1.29K -52 Closed
First Manhattan
418
First Manhattan
New York
– -$994 -40 Closed
LC
419
Lindbrook Capital
California
– -$696 -28 Closed
SMA
420
Sage Mountain Advisors
Georgia
– -$646 -26 Closed
DJSG
421
D.J. St. Germain
Massachusetts
– -$597 -24 Closed
NG
422
NWK Group
California
– -$547 -22 Closed
FWM
423
Focused Wealth Management
New York
– -$298 -12 Closed
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