SCHR icon

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
Charles Schwab
California
$5.45B
2
Bank of America
Bank of America
North Carolina
$207M
3
Jane Street
Jane Street
New York
$104M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
$63.9M
5
CWA
Cornerstone Wealth Advisors
Minnesota
$79.4M

Top Sellers

1
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$0
2
VA
Vident Advisory
Georgia
$0
3
FLPIM
F.L. Putnam Investment Management
Massachusetts
$6.82M
4
Creative Planning
Creative Planning
Kansas
$35.6M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$70.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWA
201
EverSource Wealth Advisors
Alabama
$757K -$310K -12,260 -29%
SFA
202
Sequoia Financial Advisors
Ohio
$736K -$30.5K -1,204 -4%
CAPTRUST Financial Advisors
203
CAPTRUST Financial Advisors
North Carolina
$730K -$1.42K -56 -0.2%
DAS
204
Dynamic Advisor Solutions
Arizona
$717K +$16.3K +644 +2%
AAS
205
Avantax Advisory Services
Texas
$686K +$1.92K +76 +0.3%
Prudential Financial
206
Prudential Financial
New Jersey
$658K +$37.1K +1,466 +6%
CA
207
CoreCap Advisors
Michigan
$656K +$656K +25,934 New
CWM
208
Congress Wealth Management
Massachusetts
$631K -$40K -1,580 -6%
Cerity Partners
209
Cerity Partners
New York
$627K -$24.2K -958 -4%
AA
210
Alesco Advisors
New York
$608K +$38.7K +1,530 +7%
SPC
211
Sigma Planning Corp
Michigan
$608K -$202 -8 -0%
CB
212
Commerce Bank
Missouri
$601K -$990K -39,130 -62%
FA
213
Fagan Associates
New York
$600K +$5.87K +232 +1%
ES
214
ETF Store
Kansas
$594K +$7.54K +298 +1%
FFA
215
Farther Finance Advisors
California
$594K +$160K +6,318 +37%
WAM
216
WNY Asset Management
New York
$591K -$203K -8,032 -26%
EFN
217
Equita Financial Network
Pennsylvania
$588K – – –
QP
218
Quartz Partners
New York
$576K +$576K +22,778 New
VCM
219
Vision Capital Management
Oregon
$557K -$39.6K -1,564 -7%
HCP
220
Hardin Capital Partners
South Carolina
$548K – – –
SPW
221
Sonoma Private Wealth
California
$545K +$68.6K +2,710 +14%
RIM
222
Rockbridge Investment Management
New York
$542K -$28.7K -1,136 -5%
NFW
223
Noble Family Wealth
Florida
$542K – – –
KPP
224
Kings Path Partners
Texas
$530K +$6.07K +240 +1%
TCM
225
Tran Capital Management
California
$513K – – –
7 8
9
10 11