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Schwab Intermediately-Term US Treasury ETF
SCHR

Overview Fund Activity

383 hedge funds and large institutions have $6.8B invested in Schwab Intermediately-Term US Treasury ETF in 2024 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 172 increasing their positions, 107 reducing their positions, and 33 closing their positions.

Holders
383
Holders Change
+11
Holders Change %
+2.96%
% of All Funds
5.57%
Holding in Top 10
25
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-7.41%
% of All Funds
0.36%
New
50
Increased
172
Reduced
107
Closed
33
Calls
$112K
Puts
$361K
Net Calls
-$249K
Net Calls Change
-$180K

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$4.06B
2
Ameriprise
2
Ameriprise
Minnesota
$228M
3
FLPIM
3
F.L. Putnam Investment Management
Massachusetts
$13M
4
BlackRock
4
BlackRock
New York
$27.1M
5
MAM
5
Madison Asset Management
Wisconsin
$48M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$2.61M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$494M
3
CA
3
Crane Advisory
California
$47.9M
4
Creative Planning
4
Creative Planning
Kansas
$39.6M
5
SFA
5
Sequoia Financial Advisors
Ohio
$739K
Name Market Value Shares Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
26
Carson Wealth (CWM LLC)
Nebraska
$27.8M 569,617 -124,589 -18%
BB
27
Busey Bank
Illinois
$27.5M 563,518 -38,765 -6%
FCA
28
FLC Capital Advisors
California
$27.2M 558,269 +56,887 +11%
BlackRock
29
BlackRock
New York
$27.1M 554,911 +238,198 +75%
BWL
30
Beacon Wealthcare LLC
North Carolina
$24.2M 496,587 +66,697 +16%
WFA
31
WestHill Financial Advisors
California
$23.1M 474,493 +8,013 +2%
GGS
32
Galvin Gaustad & Stein
Arizona
$22.3M 456,483 -2,171 -0.5%
FNT
33
First National Trust
Pennsylvania
$21.7M 444,617 +252 +0.1%
BFG
34
Bouchey Financial Group
New York
$19.4M 396,990 -38,647 -9%
DC
35
Davenport & Co
Virginia
$19.3M 396,081 +116,671 +42%
YAL
36
Your Advocates Ltd
Texas
$18.3M 375,018 -96,290 -20%
TWM
37
Tradition Wealth Management
Minnesota
$17.9M 366,730 +40,933 +13%
LPL Financial
38
LPL Financial
California
$17.1M 351,149 +5,558 +2%
AFG
39
Altiora Financial Group
Ohio
$16.8M 343,739 +130,228 +61%
SFO
40
Stokes Family Office
Louisiana
$16.4M 336,017 +30,910 +10%
ACM
41
AlphaStar Capital Management
North Carolina
$16.2M 333,174 +13,107 +4%
GP
42
Greenline Partners
New York
$15.9M 328,708 -42,377 -11%
HA
43
HC Advisors
Georgia
$15.5M 317,853 -147,474 -32%
MIS
44
Morningstar Investment Services
Illinois
$13.9M 284,415 -1,738 -0.6%
MFGM
45
Marshall Financial Group (Maryland)
Maryland
$13.5M 277,019 +12,000 +5%
FLPIM
46
F.L. Putnam Investment Management
Massachusetts
$13M 267,126 +260,518 +3,942%
Cetera Investment Advisers
47
Cetera Investment Advisers
Illinois
$12.8M 263,020 +2,483 +1%
SWA
48
Stratos Wealth Advisors
Ohio
$12.1M 248,787 +178,762 +255%
AA
49
Advisory Alpha
Michigan
$11.2M 228,940 +59,547 +35%
Franklin Resources
50
Franklin Resources
California
$10.5M 214,878 -17,739 -8%
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