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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.

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
1
Charles Schwab
California
$5.45B
2
Bank of America
2
Bank of America
North Carolina
$207M
3
Jane Street
3
Jane Street
New York
$104M
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$63.9M
5
CWA
5
Cornerstone Wealth Advisors
Minnesota
$79.4M

Top Sellers

1
Thrivent Financial for Lutherans
1
Thrivent Financial for Lutherans
Minnesota
$0
2
VA
2
Vident Advisory
Georgia
$0
3
FLPIM
3
F.L. Putnam Investment Management
Massachusetts
$6.82M
4
Creative Planning
4
Creative Planning
Kansas
$35.6M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$70.7M
Name Market Value Shares Shares
Change 		Shares
Change %
Charles Schwab
1
Charles Schwab
California
$5.45B 107,666,399 +24,494,209 +29%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$540M 10,677,685 +555,984 +5%
Ameriprise
3
Ameriprise
Minnesota
$254M 5,188,028 +522,880 +11%
Bank of America
4
Bank of America
North Carolina
$207M 4,086,009 +3,506,370 +605%
Stifel Financial
5
Stifel Financial
Missouri
$197M 3,898,675 +159,043 +4%
Jane Street
6
Jane Street
New York
$104M 2,049,343 +1,953,258 +2,033%
CWA
7
Cornerstone Wealth Advisors
Minnesota
$79.4M 1,569,139 +651,848 +71%
State Street
8
State Street
Massachusetts
$73.4M 1,450,000 – –
JPMorgan Chase & Co
9
JPMorgan Chase & Co
New York
$70.7M 1,397,203 -66,114 -5%
Bank of Montreal
10
Bank of Montreal
Ontario, Canada
$63.9M 1,260,228 +1,104,765 +711%
PSP
11
Pacific Sage Partners
Washington
$63.8M 1,260,742 -13,440 -1%
MAM
12
Madison Asset Management
Wisconsin
$55.4M 1,095,057 +111,144 +11%
NCM
13
Northwest Capital Management
Oregon
$55.3M 1,092,194 +509,461 +87%
Carson Wealth (CWM LLC)
14
Carson Wealth (CWM LLC)
Nebraska
$54.6M 1,079,429 +509,812 +90%
Wealth Enhancement Advisory Services
15
Wealth Enhancement Advisory Services
Minnesota
$53.7M 1,060,996 +15,960 +2%
AWE
16
Avidian Wealth Enterprises
Texas
$51.4M 1,015,744 +20,785 +2%
IDA
17
Intelligence Driven Advisers
California
$49.7M 982,569 -11,195 -1%
CA
18
Crane Advisory
California
$48.8M 980,394 +1,077 +0.1%
RCA
19
Resonant Capital Advisors
Wisconsin
$44M 868,687 +101,317 +13%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$43.5M 860,307 -17,181 -2%
MFT
21
Moisand Fitzgerald Tamayo
Florida
$38.6M 763,667 +18,233 +2%
Morgan Stanley
22
Morgan Stanley
New York
$38.1M 753,226 +156,162 +26%
Allspring Global Investments
23
Allspring Global Investments
North Carolina
$36.5M 722,037 – –
Creative Planning
24
Creative Planning
Kansas
$35.6M 704,397 -107,846 -13%
AF
25
Allworth Financial
California
$34.7M 686,442 -37,691 -5%
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