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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 %
EFN
201
Equita Financial Network
Pennsylvania
$567K -$164K -6,742 -22%
ES
202
ETF Store
Kansas
$565K -$354K -14,534 -39%
BPA
203
Beacon Pointe Advisors
California
$552K -$31.7K -1,300 -5%
RIM
204
Rockbridge Investment Management
New York
$551K +$1.66K +68 +0.3%
AA
205
Alesco Advisors
New York
$549K +$61.5K +2,520 +13%
HCP
206
Hardin Capital Partners
South Carolina
$537K +$537K +22,016 New
NFW
207
Noble Family Wealth
Florida
$523K -$3.61K -148 -0.7%
DWM
208
Dakota Wealth Management
Florida
$522K -$47.3K -1,938 -8%
TCM
209
Twele Capital Management
Minnesota
$515K +$49 +2 +0%
KPP
210
Kings Path Partners
Texas
$505K +$505K +20,694 New
AWS
211
Atria Wealth Solutions
New York
$496K +$11.6K +474 +2%
TCM
212
Tran Capital Management
California
$495K – – –
HCP
213
Hexagon Capital Partners
Arkansas
$488K +$255K +10,452 +109%
EWA
214
EP Wealth Advisors
California
$469K +$261K +10,688 +125%
Empower Advisory Group
215
Empower Advisory Group
Colorado
$464K +$216K +8,854 +87%
SPW
216
Sonoma Private Wealth
California
$460K +$69K +2,830 +18%
JFGLC
217
Johnson Financial Group LLC (Colorado)
Colorado
$448K -$17.4K -714 -4%
RI
218
Ridgewood Investments
New Jersey
$445K – – –
LAIC
219
Lederer & Associates Investment Counsel
California
$441K -$9.62K -394 -2%
AP
220
Aspect Partners
Virginia
$439K +$2.24K +92 +0.5%
IAN
221
Integrated Advisors Network
Texas
$436K -$11.2K -458 -3%
PAG
222
Private Advisor Group
New Jersey
$426K -$88.9K -3,644 -17%
HWM
223
HB Wealth Management
Georgia
$420K -$30.2K -1,238 -7%
SAI
224
Savvy Advisors Inc
New York
$416K +$49K +2,010 +13%
FFA
225
Farther Finance Advisors
California
$415K +$211K +8,710 +103%
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