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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.

New
Increased
Maintained
Reduced
Closed
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
Goldman Sachs
1
Goldman Sachs
New York
$2.61M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$494M
3
CA
3
Crane Advisory
California
$47.9M
4
Creative Planning
4
Creative Planning
Kansas
$39.6M
5
SFA
5
Sequoia Financial Advisors
Ohio
$739K
Name Holding Trade Value Shares
Change 		Shares
Change %
AA
126
Addison Advisors
Vermont
$2.17M +$457K +18,752 +27%
Northwestern Mutual Wealth Management
127
Northwestern Mutual Wealth Management
Wisconsin
$2.17M -$564K -23,148 -21%
Comerica Bank
128
Comerica Bank
Texas
$2.15M +$71.1K +2,914 +3%
MG
129
MilWealth Group
Wisconsin
$1.94M +$49 +2 +0%
HPG
130
Harvest Portfolios Group
Ontario, Canada
$1.92M +$40.2K +1,650 +2%
KSWA
131
Kathleen S. Wright Associates
Pennsylvania
$1.89M +$41.9K +1,720 +2%
BCM
132
Barden Capital Management
Texas
$1.82M +$86K +3,528 +5%
CA
133
Cambridge Associates
Massachusetts
$1.8M +$108K +4,438 +6%
IA
134
Inspire Advisors
Idaho
$1.79M -$177K -7,240 -9%
FIA
135
Foundations Investment Advisors
Arizona
$1.73M +$666K +27,320 +63%
SWM
136
SeaCrest Wealth Management
New York
$1.68M -$332K -13,618 -17%
Financial Engines Advisors
137
Financial Engines Advisors
California
$1.67M -$1.49M -61,206 -47%
DI
138
Diligent Investors
California
$1.67M -$182K -7,480 -10%
William Blair & Company
139
William Blair & Company
Illinois
$1.66M +$82K +3,362 +5%
NRWA
140
North Ridge Wealth Advisors
Oregon
$1.6M +$166K +6,816 +12%
CB
141
Commerce Bank
Missouri
$1.53M – – –
PS
142
Principal Securities
Iowa
$1.52M +$527K +21,624 +53%
MFG
143
Merit Financial Group
Georgia
$1.51M -$527K -21,622 -26%
SWP
144
Stratos Wealth Partners
Ohio
$1.51M +$92.3K +3,784 +7%
BCM
145
Brookstone Capital Management
Illinois
$1.5M -$840K -34,054 -36%
MCM
146
Mendel Capital Management
Arkansas
$1.5M +$95.6K +3,920 +7%
National Bank of Canada
147
National Bank of Canada
Quebec, Canada
$1.45M +$36.9K +1,526 +3%
AFG
148
Atomi Financial Group
New York
$1.44M +$1.12M +45,754 +349%
CCA
149
Cobblestone Capital Advisors
New York
$1.37M +$666K +27,320 +94%
Mercer Global Advisors
150
Mercer Global Advisors
Colorado
$1.28M +$561K +23,022 +78%
4 5
6
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