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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.

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 Market Value Shares Shares
Change 		Shares
Change %
HR
401
Howe & Rusling
New York
– – -978 Closed
CSWG
402
Cardinal Strategic Wealth Guidance
Kentucky
– – -524 Closed
AFG
403
Albion Financial Group
Utah
– – -498 Closed
HCM
404
Hollencrest Capital Management
California
– – -473 Closed
S
405
SignatureFD
Georgia
– – -465 Closed
B
406
Birchbrook
Maine
– – -309 Closed
TWP
407
Triad Wealth Partners
Kansas
– – -278 Closed
GI
408
Gradient Investments
Minnesota
– – -265 Closed
RWMG
409
Redwood Wealth Management Group
New Jersey
– – -195 Closed
RIA
410
Realta Investment Advisors
Delaware
– – -175 Closed
ATPW
411
Ashton Thomas Private Wealth
Arizona
– – -159 Closed
BIA
412
Bell Investment Advisors
California
– – -97 Closed
DF
413
Dunhill Financial
United Kingdom
– – -37 Closed
TCM
414
TruNorth Capital Management
Michigan
– – -30 Closed
AFWM
415
Abich Financial Wealth Management
Virginia
– – -18 Closed
SSB
416
Sandy Spring Bank
Maryland
– – -10 Closed
AWM
417
Atticus Wealth Management
Florida
– – -5 Closed
GLR
418
Great Lakes Retirement
Ohio
– – -1 Closed
TFA
419
Transamerica Financial Advisors
Florida
– – -1 Closed
Citadel Advisors
420
Citadel Advisors
Florida
– – – –
PMFA
421
Plante Moran Financial Advisors
Michigan
– – – –
EA
422
Evolution Advisers
Virginia
$0 7 – –
AW
423
Avion Wealth
Texas
$0 18 – –
13 14 15 16
17