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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 %
DWM
51
Diversify Wealth Management
Utah
$14.2M 574,464 +552,011 +2,459%
Cetera Investment Advisers
52
Cetera Investment Advisers
Illinois
$14.2M 280,322 +17,302 +7%
MIS
53
Morningstar Investment Services
Illinois
$14.2M 279,607 -4,808 -2%
MFGM
54
Marshall Financial Group (Maryland)
Maryland
$14.1M 279,305 +2,286 +0.8%
ODA
55
One Degree Advisors
California
$13.1M 257,445 +133,487 +108%
AA
56
Advisory Alpha
Michigan
$12.4M 245,304 +16,364 +7%
SWA
57
Stratos Wealth Advisors
Ohio
$12.2M 240,144 -8,643 -3%
PPH
58
Pure Portfolios Holdings
Oregon
$12.1M 239,508 +239,508 New
LSAG
59
Lake Street Advisors Group
New Hampshire
$11.1M 218,601 +24,000 +12%
MBFW
60
Morton Brown Family Wealth
Pennsylvania
$11M 218,320 +16,349 +8%
Mariner
61
Mariner
Kansas
$10.5M 207,597 +8,586 +4%
Wells Fargo
62
Wells Fargo
California
$10.4M 205,290 +6,772 +3%
SP
63
SWS Partners
Ohio
$10M 198,261 -2,846 -1%
SPA
64
Sentinel Pension Advisors
Massachusetts
$9.73M 192,267 +22,193 +13%
WWM
65
WT Wealth Management
Arizona
$9.19M 369,146 +297,863 +418%
ATI
66
Act Two Investors
California
$8.91M 176,065 +10,989 +7%
FA
67
Fiduciary Alliance
South Carolina
$8.73M 172,579 +20,399 +13%
ML
68
McAdam LLC
Pennsylvania
$8.6M 170,030 -31,883 -16%
TVAMP
69
Tennessee Valley Asset Management Partners
Tennessee
$8.17M 305,910 +137,111 +81%
CWM
70
Centric Wealth Management
Illinois
$8.03M 329,584 +329,584 New
DC
71
Darrow Company
Massachusetts
$7.82M 154,537 +7,750 +5%
EWA
72
Exencial Wealth Advisors
Oklahoma
$7.8M 154,075 +15,051 +11%
FFN
73
Focus Financial Network
Minnesota
$7.76M 153,379 +13,495 +10%
SF
74
Summit Financial
New Jersey
$7.7M 152,209 +152,209 New
CFD
75
Creative Financial Designs
Indiana
$7.68M 151,707 +149,706 +7,482%
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