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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.

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 %
Koshinski Asset Management
151
Koshinski Asset Management
Illinois
$1.27M +$895K +36,618 +238%
FIM
152
Freedom Investment Management
Connecticut
$1.26M -$1.05M -42,862 -45%
SP
153
Successful Portfolios
Florida
$1.26M -$5.32K -218 -0.4%
TPI
154
Trust Point Inc
Wisconsin
$1.23M -$17.2K -704 -1%
KFS
155
Kaizen Financial Strategies
California
$1.2M -$425K -17,184 -26%
AMG
156
Asset Management Group
Connecticut
$1.17M +$10.1K +416 +0.9%
HCM
157
Hutchinson Capital Management
California
$1.17M – – –
RJFSA
158
Raymond James Financial Services Advisors
Florida
$1.16M +$69.1K +2,832 +6%
CAG
159
Csenge Advisory Group
Florida
$1.15M +$536 +22 +0%
Betterment LLC
160
Betterment LLC
New York
$1.14M +$706K +28,930 +161%
DWM
161
Diversify Wealth Management
Utah
$1.13M +$1.13M +44,906 New
EFS
162
Econ Financial Services
Pennsylvania
$1.13M +$3.12K +128 +0.3%
VVP
163
Venture Visionary Partners
Ohio
$1.09M -$3.76K -154 -0.3%
CST
164
Charles Schwab Trust
Nevada
$1.06M +$214K +8,772 +25%
EWA
165
EverSource Wealth Advisors
Alabama
$1.05M +$311K +12,502 +42%
SLWA
166
San Luis Wealth Advisors
California
$1.04M +$1.04M +42,736 New
Baird Financial Group
167
Baird Financial Group
Wisconsin
$1.04M -$562K -23,040 -35%
SAM
168
SignalPoint Asset Management
Missouri
$1.01M +$128K +5,266 +15%
MWAM
169
Manhattan West Asset Management
California
$992K +$142K +5,828 +17%
IWC
170
Integrated Wealth Concepts
Massachusetts
$966K -$25.2K -1,034 -3%
GS
171
GTS Securities
New York
$962K +$962K +39,448 New
AWM
172
Apollon Wealth Management
South Carolina
$920K -$46K -1,888 -5%
BSB
173
Bangor Savings Bank
Maine
$915K -$216K -8,846 -19%
PAS
174
Park Avenue Securities
New York
$906K +$210K +8,612 +30%
FTS
175
Fifth Third Securities
Ohio
$899K +$899K +36,866 New
5 6
7
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