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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
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$139M
2
Ameriprise
2
Ameriprise
Minnesota
$308M
3
Charles Schwab
3
Charles Schwab
California
$5.28B
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$80.8M
5
Baird Financial Group
5
Baird Financial Group
Wisconsin
$24M

Top Sellers

1
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$1.04B
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$387M
3
Jane Street
3
Jane Street
New York
$214K
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$8.65M
5
NCM
5
Northwest Capital Management
Oregon
$25M
Name Market Value Shares Shares
Change 		Shares
Change %
KFI
401
Key Financial Inc
Pennsylvania
$2.38K 98 +49 +100%
RIL
402
Rothschild Investment LLC
Illinois
$2.33K 96 +48 +100%
BAM
403
Bellevue Asset Management
Washington
$2.09K 86 +43 +100%
WWM
404
Wagner Wealth Management
South Carolina
$2.08K 86 +60 +231%
PC
405
Promus Capital
Illinois
$1.94K 80 +80 New
CA
406
Continuum Advisory
Idaho
$1.41K 58 – –
MFC
407
Morris Financial Concepts
South Carolina
$1.41K 58 +29 +100%
SL
408
Salomon & Ludwin
Virginia
$1.22K 50 +50 New
BA
409
Ballast Advisors
Minnesota
$1.12K 46 +46 New
VCM
410
Versant Capital Management
Arizona
$888 37 +19 +106%
UCB
411
United Community Bank
South Carolina
$729 30 +30 New
RWM
412
Rialto Wealth Management
New York
$729 30 +30 New
SRCM
413
Signature Resources Capital Management
California
$704 29 – –
PA
414
Parallel Advisors
California
$680 28 +28 New
CSC
415
Caldwell Sutter Capital
California
$534 22 +11 +100%
FWP
416
FAS Wealth Partners
Kansas
$478 20 +10 +100%
GWSG
417
GPS Wealth Strategies Group
Colorado
$437 18 +9 +100%
GWSA
418
Global Wealth Strategies & Associates
Colorado
$389 16 +6 +60%
MHR
419
Matthew Hamilton Rosenberg
$389 16 +8 +100%
AIA
420
Armor Investment Advisors
North Carolina
$243 10 +10 New
GWANC
421
Guardian Wealth Advisors (North Carolina)
North Carolina
$146 6 +6 New
NS
422
NBC Securities
Alabama
$120 4 -2,701 -100%
BB
423
Busey Bank
Illinois
– – -538,724 Closed
ACM
424
AlphaStar Capital Management
North Carolina
– – -354,192 Closed
AWM
425
Apollon Wealth Management
South Carolina
– – -27,282 Closed
15 16
17
18 19