SCHR icon

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 %
KWM
76
Kingsview Wealth Management
Oregon
$7.16M 141,563 -33,332 -19%
FLPIM
77
F.L. Putnam Investment Management
Massachusetts
$6.82M 134,696 -132,430 -50%
CW
78
CreativeOne Wealth
Kansas
$6.48M 128,156 +12,773 +11%
OPWM
79
Oakwell Private Wealth Management
Texas
$6.46M 127,680 -27,028 -17%
ISWM
80
Independent Solutions Wealth Management
New York
$6.31M 124,606 +12,261 +11%
LW
81
Libra Wealth
California
$6.29M 124,347 – –
Baird Financial Group
82
Baird Financial Group
Wisconsin
$5.88M 116,247 +94,924 +445%
AG
83
Advocate Group
Minnesota
$5.78M 114,131 +12,615 +12%
CW
84
Code Waechter
Florida
$5.71M 112,821 +112,821 New
IWM
85
IHT Wealth Management
Illinois
$5.7M 112,649 +32,305 +40%
SCI
86
Stableford Capital II
Arizona
$5.65M 227,250 +227,250 New
Cambridge Investment Research Advisors
87
Cambridge Investment Research Advisors
Iowa
$5.64M 111,376 +3,597 +3%
WCFA
88
Walkner Condon Financial Advisors
Wisconsin
$5.49M 108,460 +11,633 +12%
Franklin Resources
89
Franklin Resources
California
$5.4M 217,590 +2,712 +1%
GG
90
GenWealth Group
New Jersey
$5.3M 104,685 +8,193 +8%
BEI
91
Benjamin Edwards Inc
Missouri
$5.27M 104,238 +103,930 +33,744%
LA
92
LexAurum Advisors
Kansas
$5.1M 100,696 +15,463 +18%
BSTWA
93
Blake Schutter Theil Wealth Advisors
Ohio
$4.99M 98,573 +98,573 New
RJA
94
Raymond James & Associates
Florida
$4.97M 98,158 +35,604 +57%
Osaic Holdings
95
Osaic Holdings
Arizona
$4.92M 97,291 +1,449 +2%
HWMC
96
Heritage Wealth Management (California)
California
$4.92M 97,243 -237 -0.2%
M
97
MYeCFO
California
$4.72M 93,200 +2,234 +2%
Focus Partners Wealth
98
Focus Partners Wealth
Massachusetts
$4.63M 91,549 +91,549 New
PIWA
99
Prevail Innovative Wealth Advisors
Kansas
$4.62M 91,318 +42,302 +86%
UBS Group
100
UBS Group
Switzerland
$4.56M 90,186 +3,383 +4%
2 3
4
5 6