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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
ULWM
126
Upper Left Wealth Management
Florida
$2.62M -$824K -32,848 -24%
HI
127
Hendershot Investments
Virginia
$2.61M +$83.9K +3,316 +3%
KFS
128
Kelly Financial Services
Massachusetts
$2.55M +$2.55M +100,954 New
Comerica Bank
129
Comerica Bank
Texas
$2.55M +$319K +12,622 +14%
WA
130
Waverly Advisors
Alabama
$2.54M +$120K +4,736 +5%
VT
131
Vise Technologies
New York
$2.51M -$116K -4,592 -4%
PK
132
Pflug Koory
Nebraska
$2.49M +$2.49M +98,444 New
SIC
133
Salem Investment Counselors
North Carolina
$2.49M +$88.3K +3,490 +4%
MM
134
Meridian Management
Arkansas
$2.47M -$223K -8,804 -8%
WIP
135
WealthCare Investment Partners
Rhode Island
$2.47M -$801K -32,164 -24%
KSWA
136
Kathleen S. Wright Associates
Pennsylvania
$2.45M +$483K +19,104 +25%
AFP
137
Ausdal Financial Partners
Iowa
$2.43M +$163K +6,442 +7%
Northwestern Mutual Wealth Management
138
Northwestern Mutual Wealth Management
Wisconsin
$2.42M +$174K +6,862 +8%
FC
139
Financial Consulate
Maryland
$2.39M -$7.03K -278 -0.3%
PFG
140
PAX Financial Group
Texas
$2.36M -$501K -19,806 -18%
MPM
141
Meritage Portfolio Management
Kansas
$2.29M -$229K -9,050 -9%
FTA
142
Financial & Tax Architects
Missouri
$2.28M +$9.82K +388 +0.4%
IA
143
Inspire Advisors
Idaho
$2.28M +$419K +16,572 +23%
AA
144
Addison Advisors
Vermont
$2.22M -$29.9K -1,180 -1%
Envestnet Portfolio Solutions
145
Envestnet Portfolio Solutions
Illinois
$2.19M -$228K -9,016 -9%
AIA
146
Alternative Investment Advisors
Florida
$2.11M +$1.87M +73,750 +772%
SAI
147
Savvy Advisors Inc
New York
$2.1M +$1.67M +66,016 +387%
BCM
148
Barden Capital Management
Texas
$2.1M +$210K +8,284 +11%
MG
149
MilWealth Group
Wisconsin
$2.01M – – –
William Blair & Company
150
William Blair & Company
Illinois
$1.99M +$270K +10,662 +16%
4 5
6
7 8