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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 %
PFG
151
PAX Financial Group
Texas
$2.17M -$96.9K -3,988 -4%
BCM
152
Barden Capital Management
Texas
$2.17M +$150K +6,162 +7%
KFG
153
Kelly Financial Group
Connecticut
$2.12M +$2.12M +87,168 New
MM
154
Meridian Management
Arkansas
$2.06M -$313K -12,906 -13%
TPW
155
Transatlantique Private Wealth
New York
$2.06M +$824K +33,921 +67%
SWP
156
Stratos Wealth Partners
Ohio
$2.06M +$331K +13,638 +19%
IA
157
Inspire Advisors
Idaho
$2.05M -$132K -5,415 -6%
EG
158
Enstar Group
Bermuda
$2.03M +$2.03M +83,500 New
PS
159
Principal Securities
Iowa
$2.02M +$384K +15,804 +24%
MG
160
MilWealth Group
Wisconsin
$2.01M +$80.4K +3,310 +4%
PP
161
PrairieView Partners
Minnesota
$2M -$773K -31,820 -28%
AFG
162
Atomi Financial Group
New York
$1.94M +$336K +13,838 +21%
NA
163
NewEdge Advisors
Louisiana
$1.69M -$1.12M -46,181 -40%
Comerica Bank
164
Comerica Bank
Texas
$1.69M -$760K -31,291 -31%
Envestnet Portfolio Solutions
165
Envestnet Portfolio Solutions
Illinois
$1.69M -$415K -17,070 -20%
KFS
166
Kaizen Financial Strategies
California
$1.68M +$457K +18,800 +37%
National Bank of Canada
167
National Bank of Canada
Quebec, Canada
$1.67M +$7.75K +319 +0.5%
WA
168
Waverly Advisors
Alabama
$1.66M -$781K -32,135 -32%
NRWA
169
North Ridge Wealth Advisors
Oregon
$1.64M – – –
CAG
170
Csenge Advisory Group
Florida
$1.63M -$849K -34,970 -34%
SPW
171
Sonoma Private Wealth
California
$1.62M +$1.1M +45,202 +210%
WIP
172
WealthCare Investment Partners
Rhode Island
$1.53M -$877K -36,132 -36%
MCM
173
Mendel Capital Management
Arkansas
$1.53M -$14.9K -615 -1%
SAI
174
Savvy Advisors Inc
New York
$1.5M -$519K -21,362 -26%
Betterment LLC
175
Betterment LLC
New York
$1.48M +$223K +9,180 +18%
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