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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 %
MM
101
Meridian Management
Arkansas
$3.19M -$120K -4,886 -4%
Financial Engines Advisors
102
Financial Engines Advisors
California
$3.18M -$3.05M -124,436 -49%
Jones Financial Companies
103
Jones Financial Companies
Missouri
$2.89M +$540K +22,012 +23%
RJA
104
Raymond James & Associates
Florida
$2.86M -$285K -11,634 -9%
IWM
105
IHT Wealth Management
Illinois
$2.83M +$2.27M +92,524 +407%
SFC
106
SYM Financial Corp
Indiana
$2.79M +$393K +16,024 +16%
Northwestern Mutual Wealth Management
107
Northwestern Mutual Wealth Management
Wisconsin
$2.75M +$193K +7,888 +8%
PP
108
PrairieView Partners
Minnesota
$2.74M -$105K -4,272 -4%
MFG
109
Mendota Financial Group
Wisconsin
$2.74M +$1.52M +61,892 +124%
WHCI
110
W.H. Cornerstone Investments
Massachusetts
$2.71M +$1.31M +53,474 +93%
AWM
111
AE Wealth Management
Kansas
$2.68M -$3.73K -152 -0.1%
CM
112
Columbus Macro
Pennsylvania
$2.61M +$62.9K +2,564 +2%
WA
113
Waverly Advisors
Alabama
$2.43M +$122K +4,990 +5%
MPM
114
Meritage Portfolio Management
Kansas
$2.4M -$170K -6,946 -7%
HI
115
Hendershot Investments
Virginia
$2.37M -$1.65M -67,234 -41%
BCM
116
Brookstone Capital Management
Illinois
$2.33M -$287K -11,698 -11%
FIM
117
Freedom Investment Management
Connecticut
$2.32M -$391K -15,938 -14%
FC
118
Financial Consulate
Maryland
$2.27M -$43.6K -1,778 -2%
SIC
119
Salem Investment Counselors
North Carolina
$2.26M -$19.4K -790 -0.8%
TPCW
120
TD Private Client Wealth
New York
$2.18M +$45.4K +1,852 +2%
FTA
121
Financial & Tax Architects
Missouri
$2.18M +$2.18M +88,888 New
Comerica Bank
122
Comerica Bank
Texas
$2.09M -$39.8K -1,624 -2%
VT
123
Vise Technologies
New York
$2.07M -$123K -5,018 -6%
SWM
124
SeaCrest Wealth Management
New York
$2.02M -$218K -8,894 -10%
MFG
125
Merit Financial Group
Georgia
$2.02M -$1.49M -61,796 -42%
3 4
5
6 7