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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 %
BSW
76
Buckingham Strategic Wealth
Missouri
$4.93M +$89.9K +3,666 +2%
AG
77
Advocate Group
Minnesota
$4.92M +$1.28M +52,148 +35%
M
78
MYeCFO
California
$4.66M +$125K +5,116 +3%
CKAIS
79
Christensen King & Associates Investment Services
Washington
$4.59M +$59.5K +2,426 +1%
HWMC
80
Heritage Wealth Management (California)
California
$4.36M +$314K +12,820 +8%
WCFA
81
Walkner Condon Financial Advisors
Wisconsin
$4.2M +$653K +26,612 +18%
BFEC
82
Benjamin F. Edwards & Company
Missouri
$4.18M -$905K -36,914 -18%
GG
83
GenWealth Group
New Jersey
$4.15M +$576K +23,466 +16%
MA
84
Modus Advisors
Minnesota
$3.93M +$340K +13,850 +9%
PCM
85
Passive Capital Management
Maryland
$3.87M -$91K -3,712 -2%
VA
86
Valmark Advisers
Ohio
$3.85M +$33.5K +1,364 +0.9%
HP
87
Hilltop Partners
Indiana
$3.8M +$205K +8,372 +6%
RWM
88
RKL Wealth Management
Pennsylvania
$3.51M +$39.1K +1,596 +1%
UBS Group
89
UBS Group
Switzerland
$3.5M -$433K -17,644 -11%
KAS
90
Kestra Advisory Services
Texas
$3.44M -$3.1M -126,568 -47%
SWA
91
Stratos Wealth Advisors
Ohio
$3.43M +$802K +32,708 +30%
ULWM
92
Upper Left Wealth Management
Florida
$3.41M -$971K -39,604 -22%
Osaic Holdings
93
Osaic Holdings
Arizona
$3.35M -$24.5M -997,142 -88%
SWM
94
Spire Wealth Management
Virginia
$3.32M +$26.6K +1,084 +0.8%
PFG
95
PAX Financial Group
Texas
$3.32M -$445K -18,150 -12%
WIP
96
WealthCare Investment Partners
Rhode Island
$3.27M +$278K +11,338 +9%
Cambridge Investment Research Advisors
97
Cambridge Investment Research Advisors
Iowa
$3.24M +$552K +22,528 +21%
MML Investors Services
98
MML Investors Services
Massachusetts
$3.23M -$486K -19,830 -13%
Commonwealth Equity Services
99
Commonwealth Equity Services
Massachusetts
$3.21M -$45.9K -1,870 -1%
HighTower Advisors
100
HighTower Advisors
Illinois
$3.2M +$133K +5,444 +4%
2 3
4
5 6