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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 %
FM
26
Foster & Motley
Ohio
$24.9M +$1.67M +68,102 +7%
WCF
27
West Coast Financial
California
$24.8M +$6.29M +256,486 +34%
FCA
28
FLC Capital Advisors
California
$24.6M +$319K +12,988 +1%
YAL
29
Your Advocates Ltd
Texas
$23.1M -$878K -35,780 -4%
WFA
30
WestHill Financial Advisors
California
$22.9M +$1.19M +48,438 +5%
Morgan Stanley
31
Morgan Stanley
New York
$22.9M -$24.9M -1,014,700 -52%
HA
32
HC Advisors
Georgia
$22.8M +$7.79M +317,556 +52%
GGS
33
Galvin Gaustad & Stein
Arizona
$22.5M +$1.37M +55,674 +6%
FNT
34
First National Trust
Pennsylvania
$21.8M +$3.24M +132,144 +17%
BFG
35
Bouchey Financial Group
New York
$21.4M +$2.59M +105,752 +14%
BWL
36
Beacon Wealthcare LLC
North Carolina
$21.1M +$2.54M +103,746 +14%
GP
37
Greenline Partners
New York
$18.2M -$1.51M -61,414 -8%
LPL Financial
38
LPL Financial
California
$17M +$2.61M +106,410 +18%
LSAG
39
Lake Street Advisors Group
New Hampshire
$16M -$986K -40,218 -6%
TWM
40
Tradition Wealth Management
Minnesota
$16M +$1.3M +53,138 +9%
ACM
41
AlphaStar Capital Management
North Carolina
$15.7M +$962K +39,212 +7%
BlackRock
42
BlackRock
New York
$15.5M +$2.18M +88,706 +16%
SFO
43
Stokes Family Office
Louisiana
$15M +$3.62M +147,512 +32%
Charles Schwab
44
Charles Schwab
California
$15M +$25.6K +1,044 +0.2%
MIS
45
Morningstar Investment Services
Illinois
$14.1M -$14.4M -585,420 -51%
DC
46
Davenport & Co
Virginia
$13.7M +$1.18M +48,184 +9%
MFGM
47
Marshall Financial Group (Maryland)
Maryland
$13M +$1.78M +72,782 +16%
Cetera Investment Advisers
48
Cetera Investment Advisers
Illinois
$12.8M +$9.93M +404,800 +348%
SFA
49
Sequoia Financial Advisors
Ohio
$12.7M +$36.3K +1,482 +0.3%
TCM
50
Tradewinds Capital Management
Washington
$11.8M +$11.8M +479,910 +30,183%
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