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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 %
MBFW
51
Morton Brown Family Wealth
Pennsylvania
$9.95M 201,971 +13,746 +7%
ML
52
McAdam LLC
Pennsylvania
$9.85M 201,913 +13,733 +7%
SP
53
SWS Partners
Ohio
$9.81M 201,107 -2,458 -1%
Mariner
54
Mariner
Kansas
$9.71M 199,011 +8,863 +5%
Wells Fargo
55
Wells Fargo
California
$9.68M 198,518 -20,568 -9%
FCI
56
Financial Counselors Inc
Kansas
$9.53M 195,355 +161,388 +475%
LSAG
57
Lake Street Advisors Group
New Hampshire
$9.49M 194,601 -132,045 -40%
KWM
58
Kingsview Wealth Management
Oregon
$8.53M 174,895 -2,674 -2%
Thrivent Financial for Lutherans
59
Thrivent Financial for Lutherans
Minnesota
$8.37M 171,637 +43,768 +34%
SPA
60
Sentinel Pension Advisors
Massachusetts
$8.29M 170,074 +27,361 +19%
TVAMP
61
Tennessee Valley Asset Management Partners
Tennessee
$8.23M 168,799 +148,412 +728%
VA
62
Vident Advisory
Georgia
$8.08M 165,695 +165,695 New
ATI
63
Act Two Investors
California
$8.05M 165,076 +165,076 New
Bank of Montreal
64
Bank of Montreal
Ontario, Canada
$7.61M 155,463 -16,770 -10%
OPWM
65
Oakwell Private Wealth Management
Texas
$7.55M 154,708 +14,757 +11%
FA
66
Fiduciary Alliance
South Carolina
$7.38M 152,180 +33,675 +28%
DC
67
Darrow Company
Massachusetts
$7.16M 146,787 +8,059 +6%
FFN
68
Focus Financial Network
Minnesota
$6.9M 139,884 +6,963 +5%
EWA
69
Exencial Wealth Advisors
Oklahoma
$6.78M 139,024 +16,980 +14%
MPWT
70
MassMutual Private Wealth & Trust
Connecticut
$6.75M 138,356 +108,680 +366%
EF
71
Empowered Funds
Pennsylvania
$6.3M 129,668 +18,030 +16%
LW
72
Libra Wealth
California
$6.06M 124,347 -1,088 -0.9%
ODA
73
One Degree Advisors
California
$6.05M 123,958 -7,521 -6%
CW
74
CreativeOne Wealth
Kansas
$5.63M 115,383 -12,268 -10%
ISWM
75
Independent Solutions Wealth Management
New York
$5.48M 112,345 -5,165 -4%
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