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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 %
MFGM
51
Marshall Financial Group (Maryland)
Maryland
$14.2M 584,564 +305,259 +109%
GP
52
Greenline Partners
New York
$13.6M 561,236 +223,769 +66%
AA
53
Advisory Alpha
Michigan
$12.8M 527,784 +282,480 +115%
GG
54
GenWealth Group
New Jersey
$12.6M 517,408 +412,723 +394%
PPH
55
Pure Portfolios Holdings
Oregon
$12.4M 510,108 +270,600 +113%
SWA
56
Stratos Wealth Advisors
Ohio
$11.7M 483,118 +242,974 +101%
SP
57
SWS Partners
Ohio
$11.4M 469,698 +271,437 +137%
MBFW
58
Morton Brown Family Wealth
Pennsylvania
$11.2M 461,713 +243,393 +111%
Franklin Resources
59
Franklin Resources
California
$10.7M 442,243 +224,653 +103%
Wells Fargo
60
Wells Fargo
California
$10.6M 438,147 +232,857 +113%
SPA
61
Sentinel Pension Advisors
Massachusetts
$9.61M 395,800 +203,533 +106%
FA
62
Fiduciary Alliance
South Carolina
$9.5M 391,107 +218,528 +127%
HPA
63
High Probability Advisors
New York
$9.28M 382,232 +66,782 +21%
Mariner
64
Mariner
Kansas
$9.18M 378,003 +170,406 +82%
WCFA
65
Walkner Condon Financial Advisors
Wisconsin
$8.87M 364,963 +256,503 +236%
EWA
66
Exencial Wealth Advisors
Oklahoma
$8.77M 361,134 +207,059 +134%
ML
67
McAdam LLC
Pennsylvania
$8.74M 359,996 +189,966 +112%
ATI
68
Act Two Investors
California
$8.73M 359,262 +183,197 +104%
Bank of Montreal
69
Bank of Montreal
Ontario, Canada
$8.65M 356,218 -904,010 -72%
WWM
70
WT Wealth Management
Arizona
$8.6M 353,984 -15,162 -4%
TVAMP
71
Tennessee Valley Asset Management Partners
Tennessee
$8.22M 338,270 +32,360 +11%
DC
72
Darrow Company
Massachusetts
$8.07M 332,352 +177,815 +115%
LSAG
73
Lake Street Advisors Group
New Hampshire
$7.97M 327,931 +109,330 +50%
Financial Engines Advisors
74
Financial Engines Advisors
California
$7.95M 327,426 +286,377 +698%
SF
75
Summit Financial
New Jersey
$7.93M 326,363 +174,154 +114%
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