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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.

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
1
Charles Schwab Investment Advisory
California
$3.97B
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$570M
3
CA
3
Crane Advisory
California
$72.7M
4
Ameriprise
4
Ameriprise
Minnesota
$214M
5
IDA
5
Intelligence Driven Advisers
California
$48.3M

Top Sellers

1
HCM
1
Hilton Capital Management
New York
$299K
2
TNA
2
True North Advisors
Texas
$0
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$64.9M
4
Morgan Stanley
4
Morgan Stanley
New York
$22.9M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$3.35M
Name Market Value Shares Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$3.97B 81,034,760 +1,545,001 +2%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$570M 11,629,479 +1,312,295 +13%
Ameriprise
3
Ameriprise
Minnesota
$214M 4,352,571 +842,541 +24%
Stifel Financial
4
Stifel Financial
Missouri
$177M 3,599,302 +665,859 +23%
Goldman Sachs
5
Goldman Sachs
New York
$113M 2,312,464 -270,456 -10%
CA
6
Crane Advisory
California
$72.7M 1,491,511 +1,030,338 +223%
State Street
7
State Street
Massachusetts
$71.1M 1,450,000 – –
JPMorgan Chase & Co
8
JPMorgan Chase & Co
New York
$64.9M 1,323,902 -512,666 -28%
Creative Planning
9
Creative Planning
Kansas
$63.2M 1,288,837 -295,716 -19%
PSP
10
Pacific Sage Partners
Washington
$60.8M 1,239,101 +5,973 +0.5%
Wealth Enhancement Advisory Services
11
Wealth Enhancement Advisory Services
Minnesota
$49.1M 1,000,844 +37,053 +4%
IDA
12
Intelligence Driven Advisers
California
$48.3M 984,558 +699,050 +245%
AWE
13
Avidian Wealth Enterprises
Texas
$46.9M 956,875 +464,177 +94%
CWA
14
Cornerstone Wealth Advisors
Minnesota
$43.4M 884,987 +48,348 +6%
MAM
15
Madison Asset Management
Wisconsin
$38.8M 791,930 +260,920 +49%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$38.2M 777,904 -427,965 -35%
Allspring Global Investments
17
Allspring Global Investments
North Carolina
$35.4M 722,037 – –
NCM
18
Northwest Capital Management
Oregon
$34.8M 709,894 -62,567 -8%
MFT
19
Moisand Fitzgerald Tamayo
Florida
$34.2M 696,828 +58,029 +9%
Carson Wealth (CWM LLC)
20
Carson Wealth (CWM LLC)
Nebraska
$34.1M 694,206 -72,495 -9%
RCA
21
Resonant Capital Advisors
Wisconsin
$33.6M 684,007 +59,856 +10%
CA
22
Clearstead Advisors
Ohio
$29.8M 616,985 +109,132 +21%
BB
23
Busey Bank
Illinois
$29.5M 602,283 -42,708 -7%
AF
24
Allworth Financial
California
$29.4M 599,981 -14,956 -2%
Bank of America
25
Bank of America
North Carolina
$28.1M 572,224 +56,520 +11%
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