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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.

New
Increased
Maintained
Reduced
Closed
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 %
VVP
176
Venture Visionary Partners
Ohio
$1.14M +$9.72K +384 +0.9%
LIM
177
Leavell Investment Management
Alabama
$1.13M +$779K +30,786 +219%
Mercer Global Advisors
178
Mercer Global Advisors
Colorado
$1.11M +$440K +34,834 +66%
SAM
179
SignalPoint Asset Management
Missouri
$1.07M +$25.5K +1,006 +2%
IWC
180
Integrated Wealth Concepts
Massachusetts
$1.06M +$54.8K +2,166 +5%
MWAM
181
Manhattan West Asset Management
California
$1.03M – – –
CFIA
182
Cantor Fitzgerald Investment Advisors
New York
$1.03M +$1.03M +40,518 New
TPI
183
Trust Point Inc
Wisconsin
$1.02M -$251K -9,912 -20%
NRI
184
NFP Retirement Inc
California
$988K +$77.2K +3,052 +8%
Corient Private Wealth
185
Corient Private Wealth
Florida
$976K +$283K +11,196 +41%
RJFSA
186
Raymond James Financial Services Advisors
Florida
$975K -$223K -8,818 -19%
PAS
187
Park Avenue Securities
New York
$971K +$30.6K +1,208 +3%
FTS
188
Fifth Third Securities
Ohio
$954K +$20.9K +826 +2%
TPCW
189
TD Private Client Wealth
New York
$934K -$1.83M -72,190 -66%
AWM
190
Avior Wealth Management
Nebraska
$930K +$5.01K +198 +0.5%
MC
191
Moors & Cabot
Massachusetts
$899K +$74.1K +2,928 +9%
CFGS
192
Concourse Financial Group Securities
Alabama
$879K -$42.9K -1,696 -5%
National Bank of Canada
193
National Bank of Canada
Quebec, Canada
$868K +$109K +8,618 +14%
FG
194
Foster Group
Iowa
$846K -$40.7K -1,610 -5%
RW
195
Rede Wealth
Virginia
$825K +$825K +32,592 New
JWM
196
JFG Wealth Management
Colorado
$810K +$17.1K +674 +2%
HFS
197
Horizon Financial Services
North Carolina
$808K -$69.8K -2,760 -8%
OIA
198
OneDigital Investment Advisors
Kansas
$797K -$89.4K -3,534 -10%
Janney Montgomery Scott
199
Janney Montgomery Scott
Pennsylvania
$785K -$100K -3,968 -11%
AWS
200
Atria Wealth Solutions
New York
$769K +$254K +10,038 +49%
6 7
8
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