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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, 170 increasing their positions, 129 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
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
170
Reduced
129
Closed
29
Calls
$66K
Puts
–
Net Calls
+$66K
Net Calls Change
+$850K

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$139M
2
Ameriprise
2
Ameriprise
Minnesota
$308M
3
Charles Schwab
3
Charles Schwab
California
$5.28B
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$80.8M
5
Baird Financial Group
5
Baird Financial Group
Wisconsin
$24M

Top Sellers

1
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$1.04B
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$387M
3
Jane Street
3
Jane Street
New York
$214K
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$8.65M
5
NCM
5
Northwest Capital Management
Oregon
$25M
Name Holding Trade Value Shares
Change 		Shares
Change %
AFP
126
Ausdal Financial Partners
Iowa
$3M +$665K +27,374 +29%
SWM
127
Spire Wealth Management
Virginia
$2.99M -$84.9K -3,495 -3%
VT
128
Vise Technologies
New York
$2.97M +$558K +22,977 +23%
CCA
129
Cobblestone Capital Advisors
New York
$2.93M +$1.21M +49,734 +70%
IWM
130
IHT Wealth Management
Illinois
$2.84M -$2.63M -108,437 -48%
TC
131
TAP Consulting
Missouri
$2.78M +$102K +4,181 +4%
Susquehanna International Group
132
Susquehanna International Group
Pennsylvania
$2.64M +$2.64M +108,704 New
HI
133
Hendershot Investments
Virginia
$2.62M +$110K +4,525 +4%
ULWM
134
Upper Left Wealth Management
Florida
$2.61M +$77.3K +3,183 +3%
FFN
135
Focus Financial Network
Minnesota
$2.58M -$4.87M -200,394 -65%
CA
136
CoreCap Advisors
Michigan
$2.56M +$1.93M +79,634 +307%
SIC
137
Salem Investment Counselors
North Carolina
$2.55M +$163K +6,702 +7%
KSWA
138
Kathleen S. Wright Associates
Pennsylvania
$2.52M +$174K +7,169 +7%
MPM
139
Meritage Portfolio Management
Kansas
$2.51M +$310K +12,780 +14%
PK
140
Pflug Koory
Nebraska
$2.49M +$102K +4,201 +4%
MFG
141
Mendota Financial Group
Wisconsin
$2.47M -$867K -35,693 -26%
FTA
142
Financial & Tax Architects
Missouri
$2.46M +$268K +11,049 +12%
SGAM
143
Stephens Group Asset Management
Arkansas
$2.43M +$1.99M +81,783 +446%
KWM
144
Kingsview Wealth Management
Oregon
$2.43M -$4.45M -183,133 -65%
RWM
145
RKL Wealth Management
Pennsylvania
$2.34M -$1.04M -42,842 -31%
PIWA
146
Prevail Innovative Wealth Advisors
Kansas
$2.3M -$2.14M -87,959 -48%
OFS
147
OneAscent Financial Services
Alabama
$2.28M +$2.28M +93,873 New
OCG
148
Opus Capital Group
Ohio
$2.27M +$2.27M +93,326 New
FC
149
Financial Consulate
Maryland
$2.25M -$44K -1,813 -2%
William Blair & Company
150
William Blair & Company
Illinois
$2.21M +$295K +12,141 +15%
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