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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.

New
Increased
Maintained
Reduced
Closed
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 %
AWM
176
Avior Wealth Management
Nebraska
$892K +$814K +33,400 +1,056%
CFGS
177
Concourse Financial Group Securities
Alabama
$889K +$139K +5,688 +18%
NRI
178
NFP Retirement Inc
California
$878K +$7.56K +310 +0.9%
FG
179
Foster Group
Iowa
$855K +$39.3K +1,610 +5%
OIA
180
OneDigital Investment Advisors
Kansas
$854K +$150K +6,132 +21%
Janney Montgomery Scott
181
Janney Montgomery Scott
Pennsylvania
$853K -$80.4K -3,300 -9%
HFS
182
Horizon Financial Services
North Carolina
$846K +$11.3K +462 +1%
Neuberger Berman Group
183
Neuberger Berman Group
New York
$798K +$798K +32,722 New
MC
184
Moors & Cabot
Massachusetts
$795K +$196K +8,036 +33%
WAM
185
WNY Asset Management
New York
$765K +$14.4K +592 +2%
JWM
186
JFG Wealth Management
Colorado
$765K +$114K +4,664 +17%
WJA
187
Willis Johnson & Associates
Texas
$761K +$761K +31,214 New
BTI
188
Blue Trust Inc
Georgia
$750K +$747K +30,470 +30,470%
SFA
189
Sequoia Financial Advisors
Ohio
$739K -$11.9M -487,550 -94%
CAPTRUST Financial Advisors
190
CAPTRUST Financial Advisors
North Carolina
$705K +$14.6K +598 +2%
DAS
191
Dynamic Advisor Solutions
Arizona
$675K +$2.93K +120 +0.4%
Corient Private Wealth
192
Corient Private Wealth
Florida
$667K -$45.1K -1,850 -6%
AAS
193
Avantax Advisory Services
Texas
$659K +$91.7K +3,760 +16%
CWM
194
Congress Wealth Management
Massachusetts
$647K +$647K +26,514 New
OMC
195
Old Mission Capital
Illinois
$642K -$80.6K -3,304 -11%
Cerity Partners
196
Cerity Partners
New York
$628K -$33.6K -1,378 -5%
Prudential Financial
197
Prudential Financial
New Jersey
$599K +$214K +8,784 +56%
SPC
198
Sigma Planning Corp
Michigan
$587K -$30.3K -1,244 -5%
VCM
199
Vision Capital Management
Oregon
$575K -$2K -82 -0.3%
FA
200
Fagan Associates
New York
$573K -$14K -576 -2%
6 7
8
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