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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 %
VA
76
Valmark Advisers
Ohio
$7.71M 317,591 +242,067 +321%
CFD
77
Creative Financial Designs
Indiana
$7.49M 308,485 +156,778 +103%
CWM
78
Centric Wealth Management
Illinois
$7.38M 303,655 -25,929 -8%
AC
79
Attessa Capital
Arizona
$7.22M 297,175 +297,175 New
OPWM
80
Oakwell Private Wealth Management
Texas
$7.19M 296,026 +168,346 +132%
ODA
81
One Degree Advisors
California
$7.12M 292,495 +35,050 +14%
CWD
82
Clarity Wealth Development
Oregon
$6.67M 273,259 +273,259 New
VA
83
Vident Advisory
Georgia
$6.57M 270,646 +270,646 New
FLPIM
84
F.L. Putnam Investment Management
Massachusetts
$6.27M 258,286 +123,590 +92%
Cambridge Investment Research Advisors
85
Cambridge Investment Research Advisors
Iowa
$6.21M 255,752 +144,376 +130%
CW
86
CreativeOne Wealth
Kansas
$6.09M 250,666 +122,510 +96%
LW
87
Libra Wealth
California
$6.04M 248,494 +124,147 +100%
AG
88
Advocate Group
Minnesota
$6.04M 248,464 +134,333 +118%
BEI
89
Benjamin Edwards Inc
Missouri
$5.9M 242,934 +138,696 +133%
PAG
90
Private Advisor Group
New Jersey
$5.81M 239,090 +231,446 +3,028%
FWMP
91
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$5.7M 234,578 +234,578 New
Raymond James Financial
92
Raymond James Financial
Florida
$5.59M 230,094 +230,094 New
CW
93
Code Waechter
Florida
$5.54M 228,243 +115,422 +102%
Jones Financial Companies
94
Jones Financial Companies
Missouri
$5.51M 226,673 +137,439 +154%
SCI
95
Stableford Capital II
Arizona
$5.49M 225,936 -1,314 -0.6%
HPG
96
Harvest Portfolios Group
Ontario, Canada
$5.4M 222,305 +141,139 +174%
ISWM
97
Independent Solutions Wealth Management
New York
$5.3M 218,323 +93,717 +75%
KCM
98
Kathmere Capital Management
Pennsylvania
$5.21M 214,560 +214,560 New
BSTWA
99
Blake Schutter Theil Wealth Advisors
Ohio
$5.13M 211,119 +112,546 +114%
LA
100
LexAurum Advisors
Kansas
$5.08M 209,296 +108,600 +108%
2 3
4
5 6