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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 %
CKAIS
101
Christensen King & Associates Investment Services
Washington
$5.06M 208,804 +119,256 +133%
UBS Group
102
UBS Group
Switzerland
$5M 205,695 +115,509 +128%
HWMC
103
Heritage Wealth Management (California)
California
$4.96M 204,350 +107,107 +110%
Focus Partners Wealth
104
Focus Partners Wealth
Massachusetts
$4.59M 188,945 +97,396 +106%
Osaic Holdings
105
Osaic Holdings
Arizona
$4.58M 188,747 +91,456 +94%
NFTC
106
North Forty Two & Co
Oregon
$4.41M 181,735 +181,735 New
AC
107
Asio Capital
Kentucky
$4.37M 180,014 +180,014 New
M
108
MYeCFO
California
$4.33M 178,299 +85,099 +91%
WHCI
109
W.H. Cornerstone Investments
Massachusetts
$4.27M 175,699 +92,299 +111%
MA
110
Modus Advisors
Minnesota
$4.24M 174,612 +89,197 +104%
HP
111
Hilltop Partners
Indiana
$4.02M 165,338 +82,708 +100%
KFS
112
Kelly Financial Services
Massachusetts
$3.99M 164,068 +113,591 +225%
HFA
113
Hershey Financial Advisers
Pennsylvania
$3.87M 159,163 +159,163 New
JSA
114
Jacobson & Schmitt Advisors
Wisconsin
$3.72M 152,971 +101,026 +194%
FIA
115
Foundations Investment Advisors
Arizona
$3.55M 146,180 +80,905 +124%
Commonwealth Equity Services
116
Commonwealth Equity Services
Massachusetts
$3.45M 141,928 +69,479 +96%
KAS
117
Kestra Advisory Services
Texas
$3.39M 139,601 +66,053 +90%
MML Investors Services
118
MML Investors Services
Massachusetts
$3.33M 137,151 +47,087 +52%
SFC
119
SYM Financial Corp
Indiana
$3.31M 136,277 +68,175 +100%
CM
120
Columbus Macro
Pennsylvania
$3.28M 134,853 +46,357 +52%
Northwestern Mutual Wealth Management
121
Northwestern Mutual Wealth Management
Wisconsin
$3.27M 134,810 +86,934 +182%
HighTower Advisors
122
HighTower Advisors
Illinois
$3.26M 134,170 +71,101 +113%
CAPTRUST Financial Advisors
123
CAPTRUST Financial Advisors
North Carolina
$3.09M 127,342 +112,918 +783%
AA
124
Addison Advisors
Vermont
$3.07M 126,541 +82,590 +188%
PCM
125
Passive Capital Management
Maryland
$3.07M 126,302 +61,631 +95%
3 4
5
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