SCHR icon

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 %
Cambridge Investment Research Advisors
76
Cambridge Investment Research Advisors
Iowa
$5.26M 107,779 +41,695 +63%
AG
77
Advocate Group
Minnesota
$4.95M 101,516 +1,114 +1%
BSW
78
Buckingham Strategic Wealth
Missouri
$4.82M 98,781 -1,789 -2%
HWMC
79
Heritage Wealth Management (California)
California
$4.75M 97,480 +8,648 +10%
WCFA
80
Walkner Condon Financial Advisors
Wisconsin
$4.72M 96,827 +11,227 +13%
GG
81
GenWealth Group
New Jersey
$4.71M 96,492 +11,812 +14%
Jane Street
82
Jane Street
New York
$4.69M 96,085 +96,085 New
Osaic Holdings
83
Osaic Holdings
Arizona
$4.67M 95,842 +27,657 +41%
BFEC
84
Benjamin F. Edwards & Company
Missouri
$4.53M 92,820 +7,590 +9%
CKAIS
85
Christensen King & Associates Investment Services
Washington
$4.44M 91,063 -2,438 -3%
M
86
MYeCFO
California
$4.44M 90,966 -4,123 -4%
UBS Group
87
UBS Group
Switzerland
$4.23M 86,803 +15,404 +22%
LA
88
LexAurum Advisors
Kansas
$4.16M 85,233 -24,115 -22%
MA
89
Modus Advisors
Minnesota
$4.03M 82,537 +2,329 +3%
IWM
90
IHT Wealth Management
Illinois
$3.92M 80,344 +22,726 +39%
PCM
91
Passive Capital Management
Maryland
$3.88M 79,590 +686 +0.9%
HP
92
Hilltop Partners
Indiana
$3.83M 78,534 +1,061 +1%
MML Investors Services
93
MML Investors Services
Massachusetts
$3.8M 77,873 +12,093 +18%
VA
94
Valmark Advisers
Ohio
$3.69M 75,688 -2,833 -4%
WHCI
95
W.H. Cornerstone Investments
Massachusetts
$3.66M 75,134 +19,797 +36%
Jones Financial Companies
96
Jones Financial Companies
Missouri
$3.63M 74,385 +15,421 +26%
WWM
97
WT Wealth Management
Arizona
$3.48M 71,283 +37,382 +110%
RWM
98
RKL Wealth Management
Pennsylvania
$3.47M 71,201 -332 -0.5%
KAS
99
Kestra Advisory Services
Texas
$3.41M 71,844 +1,613 +2%
ULWM
100
Upper Left Wealth Management
Florida
$3.34M 68,521 -941 -1%
2 3
4
5 6