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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, 170 increasing their positions, 129 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
170
Reduced
129
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 Holding Trade Value Shares
Change 		Shares
Change %
FG
426
Foster Group
Iowa
– -$846K -33,440 Closed
DAS
427
Dynamic Advisor Solutions
Arizona
– -$717K -28,322 Closed
Prudential Financial
428
Prudential Financial
New Jersey
– -$658K -26,020 Closed
ES
429
ETF Store
Kansas
– -$594K -23,484 Closed
EWA
430
EP Wealth Advisors
California
– -$446K -17,632 Closed
FPAS
431
Focus Partners Advisor Solutions
Missouri
– -$411K -16,238 Closed
DWT
432
Dorsey & Whitney Trust
South Dakota
– -$365K -14,410 Closed
FFA
433
Florida Financial Advisors
Florida
– -$280K -11,072 Closed
ALWM
434
Andrews Lucia Wealth Management
California
– -$244K -10,000 Closed
Renaissance Technologies
435
Renaissance Technologies
New York
– -$237K -9,356 Closed
SWG
436
Summit Wealth Group
Vermont
– -$230K -9,078 Closed
EWM
437
Empirical Wealth Management
Washington
– -$225K -8,902 Closed
VST
438
Van Strum & Towne
California
– -$204K -8,050 Closed
UB
439
UMB Bank
Missouri
– -$193K -7,636 Closed
HGERS
440
Householder Group Estate & Retirement Specialist
Arizona
– -$176K -6,980 Closed
OC
441
Oarsman Capital
Wisconsin
– -$16.6K -656 Closed
MAM
442
Marquette Asset Management
Minnesota
– -$9.72K -384 Closed
PS
443
Planned Solutions
California
– -$4.55K -180 Closed
Simplex Trading
444
Simplex Trading
Illinois
– -$2K -100 Closed
TIM
445
Thompson Investment Management
Wisconsin
– -$1.16K -46 Closed
MIM
446
Macroview Investment Management
Maryland
– -$1.06K -42 Closed
MWA
447
MFA Wealth Advisors
Pennsylvania
– -$658 -26 Closed
SIS
448
Strategic Investment Solutions
Illinois
– -$304 -12 Closed
CWP
449
Concord Wealth Partners
Virginia
– -$31 -2 Closed
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