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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 %
CA
26
Clearstead Advisors
Ohio
$34.6M 683,617 +53,333 +8%
WCF
27
West Coast Financial
California
$34.3M 678,055 +78,426 +13%
FM
28
Foster & Motley
Ohio
$32.6M 643,896 +57,505 +10%
BlackRock
29
BlackRock
New York
$31.1M 614,408 +59,497 +11%
FCA
30
FLC Capital Advisors
California
$28.8M 570,155 +11,886 +2%
BB
31
Busey Bank
Illinois
$27.3M 538,724 -24,794 -4%
BWL
32
Beacon Wealthcare LLC
North Carolina
$26.8M 529,003 +32,416 +7%
BFG
33
Bouchey Financial Group
New York
$25.4M 502,873 +105,883 +27%
WFA
34
WestHill Financial Advisors
California
$25M 494,411 +19,918 +4%
FNT
35
First National Trust
Pennsylvania
$24.6M 485,900 +41,283 +9%
GGS
36
Galvin Gaustad & Stein
Arizona
$24M 474,775 +18,292 +4%
LPL Financial
37
LPL Financial
California
$21.3M 420,523 +69,374 +20%
DC
38
Davenport & Co
Virginia
$21.1M 416,177 +20,096 +5%
SFO
39
Stokes Family Office
Louisiana
$20.2M 399,330 +63,313 +19%
FCI
40
Financial Counselors Inc
Kansas
$19.6M 386,936 +191,581 +98%
TWM
41
Tradition Wealth Management
Minnesota
$19M 376,064 +9,334 +3%
YAL
42
Your Advocates Ltd
Texas
$18.8M 370,949 -4,069 -1%
SIA
43
SeaBridge Investment Advisors
New Jersey
$18.5M 366,249 +366,249 New
HA
44
HC Advisors
Georgia
$18.1M 357,917 +40,064 +13%
ACM
45
AlphaStar Capital Management
North Carolina
$17.9M 354,192 +21,018 +6%
AFG
46
Altiora Financial Group
Ohio
$17.2M 340,164 -3,575 -1%
GP
47
Greenline Partners
New York
$17.1M 337,467 +8,759 +3%
HPA
48
High Probability Advisors
New York
$16M 315,450 +315,450 New
MPWT
49
MassMutual Private Wealth & Trust
Connecticut
$15.8M 312,155 +173,799 +126%
EF
50
Empowered Funds
Pennsylvania
$15.5M 306,351 +176,683 +136%
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