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Schwab Intermediately-Term US Treasury ETF
SCHR

Overview Fund Activity

421 hedge funds and large institutions have $9.67B invested in Schwab Intermediately-Term US Treasury ETF in 2024 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 170 increasing their positions, 129 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
421
Holders Change
+40
Holders Change %
+10.5%
% of All Funds
5.61%
Holding in Top 10
39
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+18.18%
% of All Funds
0.52%
New
77
Increased
170
Reduced
129
Closed
29
Calls
$66K
Puts
–
Net Calls
+$66K
Net Calls Change
+$850K

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$139M
2
Ameriprise
Ameriprise
Minnesota
$308M
3
Charles Schwab
Charles Schwab
California
$5.28B
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$80.8M
5
Baird Financial Group
Baird Financial Group
Wisconsin
$24M

Top Sellers

1
Koshinski Asset Management
Koshinski Asset Management
Illinois
$1.04B
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$387M
3
Jane Street
Jane Street
New York
$214K
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
$8.65M
5
NCM
Northwest Capital Management
Oregon
$25M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAYA
201
Phil A. Younker & Associates
Alaska
$964K +$964K +39,686 New
NRI
202
NFP Retirement Inc
California
$953K +$4.69K +193 +0.5%
SAM
203
SignalPoint Asset Management
Missouri
$951K -$76.8K -3,163 -7%
ES
204
Eagle Strategies
New York
$931K +$931K +38,327 New
IWC
205
Integrated Wealth Concepts
Massachusetts
$924K -$91.4K -3,764 -9%
AWM
206
Avior Wealth Management
Nebraska
$900K +$6.61K +272 +0.7%
Corient Private Wealth
207
Corient Private Wealth
Florida
$898K -$38.6K -1,589 -4%
RW
208
Rede Wealth
Virginia
$862K +$70K +2,881 +9%
Janney Montgomery Scott
209
Janney Montgomery Scott
Pennsylvania
$856K +$102K +4,218 +14%
TIM
210
Tortoise Investment Management
New York
$853K +$513K +21,114 +151%
PAS
211
Park Avenue Securities
New York
$845K -$87.3K -3,595 -9%
SPF
212
South Plains Financial
Texas
$813K +$813K +33,480 New
CB
213
Commerce Bank
Missouri
$775K +$198K +8,145 +34%
OIA
214
OneDigital Investment Advisors
Kansas
$763K -$1.85K -76 -0.2%
AWS
215
Atria Wealth Solutions
New York
$763K +$24.9K +1,024 +3%
BF
216
Brucke Financial
Indiana
$758K +$758K +31,051 New
AAS
217
Avantax Advisory Services
Texas
$757K +$98.4K +4,050 +15%
LIM
218
Leavell Investment Management
Alabama
$736K -$353K -14,524 -32%
FFA
219
Farther Finance Advisors
California
$711K +$141K +5,796 +25%
SIP
220
Sellwood Investment Partners
Oregon
$709K +$709K +29,184 New
SIM
221
Studio Investment Management
Illinois
$708K +$708K +29,149 New
TLFA
222
True Link Financial Advisors
California
$684K +$684K +28,151 New
HFS
223
Horizon Financial Services
North Carolina
$661K -$115K -4,719 -15%
MIS
224
Morningstar Investment Services
Illinois
$659K -$12.9M -532,085 -95%
LFG
225
Larson Financial Group
Missouri
$648K +$332K +13,676 +105%
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