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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 %
Franklin Resources
51
Franklin Resources
California
$11.4M +$734K +29,934 +7%
Wells Fargo
52
Wells Fargo
California
$10.7M -$2.38M -97,200 -18%
AFG
53
Altiora Financial Group
Ohio
$10.5M -$625K -25,494 -6%
G
54
GenTrust
Florida
$10.1M -$91K -3,712 -0.9%
SP
55
SWS Partners
Ohio
$9.98M +$240K +9,796 +2%
Mariner
56
Mariner
Kansas
$9.33M +$1.05M +42,844 +13%
MBFW
57
Morton Brown Family Wealth
Pennsylvania
$9.23M +$213K +8,690 +2%
ML
58
McAdam LLC
Pennsylvania
$9.23M +$949K +38,688 +11%
CA
59
Cetera Advisors
Colorado
$9.16M +$726K +29,612 +9%
KWM
60
Kingsview Wealth Management
Oregon
$8.71M -$137K -5,590 -2%
Bank of Montreal
61
Bank of Montreal
Ontario, Canada
$8.45M +$896K +36,522 +12%
AA
62
Advisory Alpha
Michigan
$8.31M +$2.8M +114,010 +51%
SPA
63
Sentinel Pension Advisors
Massachusetts
$7M +$4.85M +197,778 +226%
OPWM
64
Oakwell Private Wealth Management
Texas
$6.86M +$874K +35,634 +15%
DC
65
Darrow Company
Massachusetts
$6.8M +$2.5M +101,844 +58%
ODA
66
One Degree Advisors
California
$6.45M -$14.6K -594 -0.2%
FFN
67
Focus Financial Network
Minnesota
$6.37M +$1.95M +81,338 +44%
Thrivent Financial for Lutherans
68
Thrivent Financial for Lutherans
Minnesota
$6.27M +$4.61M +187,894 +277%
CW
69
CreativeOne Wealth
Kansas
$6.26M +$122K +4,956 +2%
LW
70
Libra Wealth
California
$6.15M -$19.3K -788 -0.3%
EWA
71
Exencial Wealth Advisors
Oklahoma
$5.99M +$1.23M +50,168 +26%
ISWM
72
Independent Solutions Wealth Management
New York
$5.76M +$515K +21,010 +10%
FA
73
Fiduciary Alliance
South Carolina
$5.76M +$1.57M +64,642 +38%
EF
74
Empowered Funds
Pennsylvania
$5.46M +$5.46M +223,276 New
LA
75
LexAurum Advisors
Kansas
$5.36M -$561K -22,886 -9%
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3
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