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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
CSIA
1
Charles Schwab Investment Advisory
California
$0
2
Goldman Sachs
2
Goldman Sachs
New York
$2.61M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$494M
4
CA
4
Crane Advisory
California
$47.9M
5
Creative Planning
5
Creative Planning
Kansas
$39.6M
Name Market Value Shares Shares
Change 		Shares
Change %
Commonwealth Equity Services
101
Commonwealth Equity Services
Massachusetts
$3.3M 67,754 +2,226 +3%
WIP
102
WealthCare Investment Partners
Rhode Island
$3.21M 65,733 -1,015 -2%
SWM
103
Spire Wealth Management
Virginia
$3.13M 64,137 -3,588 -5%
MFG
104
Mendota Financial Group
Wisconsin
$3.06M 62,749 +6,893 +12%
RJA
105
Raymond James & Associates
Florida
$3.05M 62,554 +4,200 +7%
PP
106
PrairieView Partners
Minnesota
$3M 61,555 +5,704 +10%
FTUS
107
Flow Traders U.S.
New York
$2.85M 58,358 +58,358 New
SFC
108
SYM Financial Corp
Indiana
$2.79M 57,292 +380 +0.7%
PFG
109
PAX Financial Group
Texas
$2.76M 56,540 -11,103 -16%
HighTower Advisors
110
HighTower Advisors
Illinois
$2.73M 55,981 -9,219 -14%
TPCW
111
TD Private Client Wealth
New York
$2.66M 54,559 +10,051 +23%
Goldman Sachs
112
Goldman Sachs
New York
$2.61M 53,546 -2,258,918 -98%
CM
113
Columbus Macro
Pennsylvania
$2.61M 53,366 +90 +0.2%
MM
114
Meridian Management
Arkansas
$2.6M 53,302 -11,703 -18%
TC
115
TAP Consulting
Missouri
$2.53M 51,868 +51,868 New
VT
116
Vise Technologies
New York
$2.53M 51,847 +9,717 +23%
HI
117
Hendershot Investments
Virginia
$2.44M 49,943 +1,527 +3%
MPM
118
Meritage Portfolio Management
Kansas
$2.43M 49,726 +709 +1%
PIWA
119
Prevail Innovative Wealth Advisors
Kansas
$2.39M 49,016 +24,449 +100%
WA
120
Waverly Advisors
Alabama
$2.33M 47,865 -1,709 -3%
Envestnet Portfolio Solutions
121
Envestnet Portfolio Solutions
Illinois
$2.33M 47,730 +12,128 +34%
FC
122
Financial Consulate
Maryland
$2.31M 47,442 +1,263 +3%
SIC
123
Salem Investment Counselors
North Carolina
$2.31M 47,398 +1,233 +3%
FTA
124
Financial & Tax Architects
Missouri
$2.19M 44,861 +417 +0.9%
AFP
125
Ausdal Financial Partners
Iowa
$2.18M 44,763 +3,808 +9%
3 4
5
6 7