SCHR icon

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
Charles Schwab Investment Advisory
California
$3.97B
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$570M
3
CA
Crane Advisory
California
$72.7M
4
Ameriprise
Ameriprise
Minnesota
$214M
5
IDA
Intelligence Driven Advisers
California
$48.3M

Top Sellers

1
HCM
Hilton Capital Management
New York
$299K
2
TNA
True North Advisors
Texas
$0
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$64.9M
4
Morgan Stanley
Morgan Stanley
New York
$22.9M
5
Osaic Holdings
Osaic Holdings
Arizona
$3.35M
Name Holding Trade Value Shares
Change 		Shares
Change %
AFP
126
Ausdal Financial Partners
Iowa
$2.01M +$99.3K +4,050 +5%
IA
127
Inspire Advisors
Idaho
$1.98M +$538K +21,922 +37%
MG
128
MilWealth Group
Wisconsin
$1.95M – – –
HPG
129
Harvest Portfolios Group
Ontario, Canada
$1.89M +$1.89M +76,962 New
DI
130
Diligent Investors
California
$1.86M -$528K -21,518 -22%
KSWA
131
Kathleen S. Wright Associates
Pennsylvania
$1.86M -$27.6K -1,126 -1%
CAN
132
Cetera Advisor Networks
California
$1.82M +$282K +11,494 +18%
SAG
133
SageView Advisory Group
California
$1.78M +$1.78M +49,528 New
Envestnet Portfolio Solutions
134
Envestnet Portfolio Solutions
Illinois
$1.75M -$4.55M -185,630 -72%
BCM
135
Barden Capital Management
Texas
$1.75M -$337K -13,728 -16%
AA
136
Addison Advisors
Vermont
$1.72M +$580K +23,668 +51%
CA
137
Cambridge Associates
Massachusetts
$1.7M +$498K +20,292 +41%
FCI
138
Financial Counselors Inc
Kansas
$1.67M -$16.6M -678,384 -91%
WWM
139
WT Wealth Management
Arizona
$1.66M +$1.15M +47,064 +227%
KFS
140
Kaizen Financial Strategies
California
$1.62M -$1.24M -50,386 -43%
Baird Financial Group
141
Baird Financial Group
Wisconsin
$1.61M +$220K +8,960 +16%
William Blair & Company
142
William Blair & Company
Illinois
$1.59M +$78.9K +3,216 +5%
CB
143
Commerce Bank
Missouri
$1.54M – – –
MPWT
144
MassMutual Private Wealth & Trust
Connecticut
$1.46M -$14.7M -599,276 -91%
NRWA
145
North Ridge Wealth Advisors
Oregon
$1.44M +$7.6K +310 +0.5%
SWP
146
Stratos Wealth Partners
Ohio
$1.42M -$22K -898 -2%
MCM
147
Mendel Capital Management
Arkansas
$1.41M +$31.8K +1,296 +2%
National Bank of Canada
148
National Bank of Canada
Quebec, Canada
$1.41M -$11.3K -468 -0.8%
LNC
149
Lincoln National Corp
Pennsylvania
$1.39M +$351K +14,316 +34%
SP
150
Successful Portfolios
Florida
$1.27M +$93.8K +3,824 +8%
4 5
6
7 8