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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
Charles Schwab
1
Charles Schwab
California
$5.28B
2
Koshinski Asset Management
2
Koshinski Asset Management
Illinois
$1.04B
3
Ameriprise
3
Ameriprise
Minnesota
$308M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$387M
5
Bank of America
5
Bank of America
North Carolina
$206M

Top Sellers

1
Jane Street
1
Jane Street
New York
$214K
2
BB
2
Busey Bank
Illinois
$0
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$8.65M
4
ACM
4
AlphaStar Capital Management
North Carolina
$0
5
MIS
5
Morningstar Investment Services
Illinois
$659K
Name Market Value Shares Shares
Change 		Shares
Change %
BFG
26
Bouchey Financial Group
New York
$29.2M 1,202,011 +699,138 +139%
FCA
27
FLC Capital Advisors
California
$28.4M 1,167,217 +597,062 +105%
Morgan Stanley
28
Morgan Stanley
New York
$28M 1,152,505 +399,279 +53%
SIA
29
SeaBridge Investment Advisors
New Jersey
$27.2M 1,120,329 +754,080 +206%
BWL
30
Beacon Wealthcare LLC
North Carolina
$27M 1,112,228 +583,225 +110%
FNT
31
First National Trust
Pennsylvania
$25.4M 1,044,541 +558,641 +115%
Carson Wealth (CWM LLC)
32
Carson Wealth (CWM LLC)
Nebraska
$25.2M 1,037,837 -41,592 -4%
BlackRock
33
BlackRock
New York
$25.1M 1,034,017 +419,609 +68%
NCM
34
Northwest Capital Management
Oregon
$25M 1,029,172 -63,022 -6%
LPL Financial
35
LPL Financial
California
$24.2M 997,479 +576,956 +137%
Baird Financial Group
36
Baird Financial Group
Wisconsin
$24M 989,355 +873,108 +751%
GGS
37
Galvin Gaustad & Stein
Arizona
$23.8M 977,769 +502,994 +106%
WFA
38
WestHill Financial Advisors
California
$23.3M 960,723 +466,312 +94%
SFO
39
Stokes Family Office
Louisiana
$21.4M 881,203 +481,873 +121%
DC
40
Davenport & Co
Virginia
$21.3M 876,247 +460,070 +111%
FCI
41
Financial Counselors Inc
Kansas
$21M 866,241 +479,305 +124%
TWM
42
Tradition Wealth Management
Minnesota
$19.5M 802,581 +426,517 +113%
YAL
43
Your Advocates Ltd
Texas
$18.7M 771,612 +400,663 +108%
HA
44
HC Advisors
Georgia
$18.6M 764,811 +406,894 +114%
EF
45
Empowered Funds
Pennsylvania
$17.5M 720,560 +414,209 +135%
MPWT
46
MassMutual Private Wealth & Trust
Connecticut
$17M 698,119 +385,964 +124%
AIM
47
Archer Investment Management
Texas
$16.9M 697,449 +697,449 New
AFG
48
Altiora Financial Group
Ohio
$15.5M 638,791 +298,627 +88%
DWM
49
Diversify Wealth Management
Utah
$15.5M 644,446 +69,982 +12%
Cetera Investment Advisers
50
Cetera Investment Advisers
Illinois
$14.4M 591,037 +310,715 +111%
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