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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 %
MML Investors Services
101
MML Investors Services
Massachusetts
$4.56M 90,064 +12,191 +16%
CKAIS
102
Christensen King & Associates Investment Services
Washington
$4.53M 89,548 -1,515 -2%
Jones Financial Companies
103
Jones Financial Companies
Missouri
$4.53M 89,234 +14,849 +20%
MA
104
Modus Advisors
Minnesota
$4.32M 85,415 +2,878 +3%
WHCI
105
W.H. Cornerstone Investments
Massachusetts
$4.22M 83,400 +8,266 +11%
HP
106
Hilltop Partners
Indiana
$4.18M 82,630 +4,096 +5%
HPG
107
Harvest Portfolios Group
Ontario, Canada
$4.11M 81,166 +41,860 +106%
VA
108
Valmark Advisers
Ohio
$3.82M 75,524 -164 -0.2%
KAS
109
Kestra Advisory Services
Texas
$3.72M 73,548 +1,704 +2%
Commonwealth Equity Services
110
Commonwealth Equity Services
Massachusetts
$3.67M 72,449 +4,695 +7%
RWM
111
RKL Wealth Management
Pennsylvania
$3.52M 69,575 -1,626 -2%
GS
112
GTS Securities
New York
$3.51M 69,351 +49,627 +252%
MFG
113
Mendota Financial Group
Wisconsin
$3.48M 68,758 +6,009 +10%
SFC
114
SYM Financial Corp
Indiana
$3.45M 68,102 +10,810 +19%
FIA
115
Foundations Investment Advisors
Arizona
$3.3M 65,275 +29,812 +84%
PCM
116
Passive Capital Management
Maryland
$3.27M 64,671 -14,919 -19%
SWM
117
Spire Wealth Management
Virginia
$3.2M 63,299 -838 -1%
HighTower Advisors
118
HighTower Advisors
Illinois
$3.19M 63,069 +7,088 +13%
CM
119
Columbus Macro
Pennsylvania
$3.17M 88,496 +35,130 +66%
NA
120
NewEdge Advisors
Louisiana
$2.93M 57,875 +51,727 +841%
PP
121
PrairieView Partners
Minnesota
$2.89M 57,105 -4,450 -7%
TC
122
TAP Consulting
Missouri
$2.79M 55,069 +3,201 +6%
FTUS
123
Flow Traders U.S.
New York
$2.78M 54,925 -3,433 -6%
MOS
124
MGO One Seven
Ohio
$2.69M 53,160 +46,669 +719%
JSA
125
Jacobson & Schmitt Advisors
Wisconsin
$2.63M 51,945 +51,945 New
3 4
5
6 7