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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.

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 %
CCA
151
Cobblestone Capital Advisors
New York
$1.8M +$375K +14,820 +26%
SWP
152
Stratos Wealth Partners
Ohio
$1.8M +$234K +9,232 +15%
NRWA
153
North Ridge Wealth Advisors
Oregon
$1.71M +$48.3K +1,910 +3%
PS
154
Principal Securities
Iowa
$1.7M +$126K +4,978 +8%
Financial Engines Advisors
155
Financial Engines Advisors
California
$1.68M +$277K +13,490 +20%
AFG
156
Atomi Financial Group
New York
$1.67M +$183K +7,242 +12%
DI
157
Diligent Investors
California
$1.66M -$76.1K -3,006 -4%
SWM
158
SeaCrest Wealth Management
New York
$1.65M -$97.4K -3,850 -6%
MCM
159
Mendel Capital Management
Arkansas
$1.61M +$51K +2,014 +3%
MFG
160
Merit Financial Group
Georgia
$1.57M -$557 -22 -0%
SP
161
Successful Portfolios
Florida
$1.43M +$125K +4,954 +10%
Koshinski Asset Management
162
Koshinski Asset Management
Illinois
$1.41M +$97.6K +3,858 +7%
AWM
163
Apollon Wealth Management
South Carolina
$1.38M +$426K +16,836 +45%
BCM
164
Brookstone Capital Management
Illinois
$1.34M -$206K -8,132 -13%
Betterment LLC
165
Betterment LLC
New York
$1.31M +$121K +4,800 +10%
TPW
166
Transatlantique Private Wealth
New York
$1.29M +$1.29M +50,922 New
KFS
167
Kaizen Financial Strategies
California
$1.28M +$45.1K +1,784 +4%
CAG
168
Csenge Advisory Group
Florida
$1.27M +$683K +54,864 +117%
HCM
169
Hutchinson Capital Management
California
$1.25M +$39.9K +1,576 +3%
BTI
170
Blue Trust Inc
Georgia
$1.25M +$506K +20,754 +68%
AMG
171
Asset Management Group
Connecticut
$1.2M -$16.1K -636 -1%
CST
172
Charles Schwab Trust
Nevada
$1.19M +$89.5K +3,536 +8%
WAM
173
Worth Asset Management
Texas
$1.17M +$891K +35,206 +318%
WJA
174
Willis Johnson & Associates
Texas
$1.17M +$376K +14,870 +48%
WIM
175
Waycross Investment Management
Washington
$1.15M +$1.15M +45,646 New
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