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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.

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
CSIA
1
Charles Schwab Investment Advisory
California
$0
2
Goldman Sachs
2
Goldman Sachs
New York
$2.61M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$494M
4
CA
4
Crane Advisory
California
$47.9M
5
Creative Planning
5
Creative Planning
Kansas
$39.6M
Name Market Value Shares Shares
Change 		Shares
Change %
Charles Schwab
1
Charles Schwab
California
$4.06B 83,172,190 +82,867,315 +27,181%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$494M 10,121,701 -1,507,778 -13%
Ameriprise
3
Ameriprise
Minnesota
$228M 4,665,148 +312,577 +7%
Stifel Financial
4
Stifel Financial
Missouri
$182M 3,739,632 +140,330 +4%
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$71.4M 1,463,317 +139,415 +11%
State Street
6
State Street
Massachusetts
$70.7M 1,450,000 – –
PSP
7
Pacific Sage Partners
Washington
$62.1M 1,274,182 +35,081 +3%
Wealth Enhancement Advisory Services
8
Wealth Enhancement Advisory Services
Minnesota
$51M 1,045,036 +44,192 +4%
AWE
9
Avidian Wealth Enterprises
Texas
$48.5M 994,959 +38,084 +4%
IDA
10
Intelligence Driven Advisers
California
$48.5M 993,764 +9,206 +0.9%
MAM
11
Madison Asset Management
Wisconsin
$48M 983,913 +191,983 +24%
CA
12
Crane Advisory
California
$47.9M 979,317 -512,194 -34%
CWA
13
Cornerstone Wealth Advisors
Minnesota
$44.7M 917,291 +32,304 +4%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$42.8M 877,488 +99,584 +13%
Creative Planning
15
Creative Planning
Kansas
$39.6M 812,243 -476,594 -37%
RCA
16
Resonant Capital Advisors
Wisconsin
$37.4M 767,370 +83,363 +12%
MFT
17
Moisand Fitzgerald Tamayo
Florida
$36.4M 745,434 +48,606 +7%
AF
18
Allworth Financial
California
$35.6M 724,133 +124,152 +21%
Allspring Global Investments
19
Allspring Global Investments
North Carolina
$35.2M 722,037 – –
CA
20
Clearstead Advisors
Ohio
$30.7M 630,284 +13,299 +2%
WCF
21
West Coast Financial
California
$29.2M 599,629 +93,402 +18%
Morgan Stanley
22
Morgan Stanley
New York
$29.1M 597,064 +130,726 +28%
FM
23
Foster & Motley
Ohio
$28.6M 586,391 +78,381 +15%
NCM
24
Northwest Capital Management
Oregon
$28.4M 582,733 -127,161 -18%
Bank of America
25
Bank of America
North Carolina
$28.3M 579,639 +7,415 +1%
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