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Schwab Intermediately-Term US Treasury ETF
SCHR

Overview Fund Activity

372 hedge funds and large institutions have $6.86B invested in Schwab Intermediately-Term US Treasury ETF in 2024 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 158 increasing their positions, 126 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
372
Holders Change
-18
Holders Change %
-4.62%
% of All Funds
5.39%
Holding in Top 10
27
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.57%
% of All Funds
0.39%
New
38
Increased
158
Reduced
126
Closed
50
Calls
$152K
Puts
$221K
Net Calls
-$69K
Net Calls Change
-$79K

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
$3.97B
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$570M
3
CA
Crane Advisory
California
$72.7M
4
Ameriprise
Ameriprise
Minnesota
$214M
5
IDA
Intelligence Driven Advisers
California
$48.3M

Top Sellers

1
HCM
Hilton Capital Management
New York
$299K
2
TNA
True North Advisors
Texas
$0
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$64.9M
4
Morgan Stanley
Morgan Stanley
New York
$22.9M
5
Osaic Holdings
Osaic Holdings
Arizona
$3.35M
Name Holding Trade Value Shares
Change 		Shares
Change %
SSB
176
Sandy Spring Bank
Maryland
$749K +$694K +28,316 +1,279%
EFN
177
Equita Financial Network
Pennsylvania
$736K -$584K -23,788 -44%
Mercer Global Advisors
178
Mercer Global Advisors
Colorado
$728K +$284K +11,574 +64%
OMC
179
Old Mission Capital
Illinois
$727K +$727K +29,636 New
RG
180
Retirement Group
California
$719K -$30.4K -1,240 -4%
Corient Private Wealth
181
Corient Private Wealth
Florida
$716K +$55.7K +2,272 +8%
EWA
182
EverSource Wealth Advisors
Alabama
$711K +$1.92K +80 +0.3%
CCA
183
Cobblestone Capital Advisors
New York
$709K -$651K -26,562 -48%
OIA
184
OneDigital Investment Advisors
Kansas
$709K +$132K +5,394 +23%
PAS
185
Park Avenue Securities
New York
$700K -$86.7K -3,538 -11%
CAPTRUST Financial Advisors
186
CAPTRUST Financial Advisors
North Carolina
$694K +$189K +7,702 +37%
RF
187
RHS Financial
California
$679K -$72.2K -2,942 -10%
DAS
188
Dynamic Advisor Solutions
Arizona
$676K -$12.4K -506 -2%
OFS
189
OneAscent Financial Services
Alabama
$673K -$4.85K -198 -0.7%
Cerity Partners
190
Cerity Partners
New York
$665K +$665K +27,124 New
JWM
191
JFG Wealth Management
Colorado
$655K +$113K +4,624 +21%
TIM
192
Tortoise Investment Management
New York
$634K -$40.3K -1,642 -6%
SPC
193
Sigma Planning Corp
Michigan
$621K +$403K +16,412 +185%
MC
194
Moors & Cabot
Massachusetts
$602K +$233K +9,518 +63%
FA
195
Fagan Associates
New York
$590K +$98 +4 +0%
BPA
196
Beacon Pointe Advisors
California
$587K +$79.7K +3,250 +16%
VCM
197
Vision Capital Management
Oregon
$580K -$12.7K -518 -2%
DWM
198
Dakota Wealth Management
Florida
$573K -$48.7K -1,984 -8%
AAS
199
Avantax Advisory Services
Texas
$571K +$205K +8,348 +56%
MPW
200
MGO Private Wealth
California
$568K – – –
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