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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 %
RIM
201
Rockbridge Investment Management
New York
$552K -$59.7K -2,434 -10%
FW
202
FirstPurpose Wealth
Utah
$548K -$64.2K -2,672 -10%
NFW
203
Noble Family Wealth
Florida
$529K -$53.1K -2,164 -9%
PAG
204
Private Advisor Group
New Jersey
$518K -$4.28M -174,406 -89%
TCM
205
Twele Capital Management
Minnesota
$518K +$35.1K +1,430 +7%
TCM
206
Tran Capital Management
California
$497K -$719K -29,336 -59%
AA
207
Alesco Advisors
New York
$491K +$260K +10,600 +113%
Qube Research & Technologies (QRT)
208
Qube Research & Technologies (QRT)
United Kingdom
$489K – – –
AWS
209
Atria Wealth Solutions
New York
$487K -$698K -28,466 -59%
JFGLC
210
Johnson Financial Group LLC (Colorado)
Colorado
$468K +$54.3K +2,214 +13%
LAIC
211
Lederer & Associates Investment Counsel
California
$453K +$18K +732 +4%
HWM
212
HB Wealth Management
Georgia
$452K -$10.4K -424 -2%
PNC Financial Services Group
213
PNC Financial Services Group
Pennsylvania
$451K +$34.8K +1,420 +8%
IAN
214
Integrated Advisors Network
Texas
$449K -$3.24K -132 -0.7%
RI
215
Ridgewood Investments
New Jersey
$448K +$140K +5,700 +45%
Focus Partners Wealth
216
Focus Partners Wealth
Massachusetts
$445K – – –
Betterment LLC
217
Betterment LLC
New York
$441K +$18.1K +738 +4%
AP
218
Aspect Partners
Virginia
$439K -$4.91K -200 -1%
GF
219
Goodman Financial
Texas
$430K +$430K +17,522 New
GVAG
220
Great Valley Advisor Group
Delaware
$426K +$27.1K +1,104 +7%
WPA
221
West Paces Advisors
Georgia
$423K -$12.3K -500 -3%
MIA
222
Milestone Investment Advisors
Wisconsin
$422K -$313K -12,768 -43%
FA
223
FC Advisory
Pennsylvania
$417K -$14K -570 -3%
TWM
224
TSA Wealth Management
Texas
$417K – – –
KPWS
225
Kestra Private Wealth Services
Texas
$398K +$12.3K +502 +3%
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9
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