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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, 316 increasing their positions, 23 reducing their positions, and 29 closing their positions.

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
316
Reduced
23
Closed
29
Calls
$66K
Puts
–
Net Calls
+$66K
Net Calls Change
+$850K

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$5.28B
2
Koshinski Asset Management
2
Koshinski Asset Management
Illinois
$1.04B
3
Ameriprise
3
Ameriprise
Minnesota
$308M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$387M
5
Bank of America
5
Bank of America
North Carolina
$206M

Top Sellers

1
Jane Street
1
Jane Street
New York
$214K
2
BB
2
Busey Bank
Illinois
$0
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$8.65M
4
ACM
4
AlphaStar Capital Management
North Carolina
$0
5
MIS
5
Morningstar Investment Services
Illinois
$659K
Name Market Value Shares Shares
Change 		Shares
Change %
Charles Schwab
1
Charles Schwab
California
$5.28B 217,197,886 +109,531,487 +102%
Koshinski Asset Management
2
Koshinski Asset Management
Illinois
$1.04B 42,681 +14,743 +53%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$387M 15,936,926 +5,259,241 +49%
Ameriprise
4
Ameriprise
Minnesota
$308M 12,675,135 +7,487,107 +144%
Bank of America
5
Bank of America
North Carolina
$206M 8,473,433 +4,387,424 +107%
Stifel Financial
6
Stifel Financial
Missouri
$189M 7,779,263 +3,880,588 +100%
JPMorgan Chase & Co
7
JPMorgan Chase & Co
New York
$139M 5,703,976 +4,306,773 +308%
Wealth Enhancement Advisory Services
8
Wealth Enhancement Advisory Services
Minnesota
$80.8M 3,324,717 +2,263,721 +213%
CWA
9
Cornerstone Wealth Advisors
Minnesota
$80.3M 3,307,596 +1,738,457 +111%
State Street
10
State Street
Massachusetts
$70.4M 2,900,000 +1,450,000 +100%
PSP
11
Pacific Sage Partners
Washington
$63M 2,591,654 +1,330,912 +106%
MAM
12
Madison Asset Management
Wisconsin
$56.3M 2,316,840 +1,221,783 +112%
MIA
13
Madison Investment Advisors
Wisconsin
$56.3M 2,316,840 +2,316,840 New
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$54M 2,223,082 +1,362,775 +158%
AWE
15
Avidian Wealth Enterprises
Texas
$51.7M 2,128,548 +1,112,804 +110%
RCA
16
Resonant Capital Advisors
Wisconsin
$49M 2,016,938 +1,148,251 +132%
CA
17
Crane Advisory
California
$45.1M 1,860,248 +879,854 +90%
IDA
18
Intelligence Driven Advisers
California
$39.5M 1,627,063 +644,494 +66%
MFT
19
Moisand Fitzgerald Tamayo
Florida
$38.6M 1,588,042 +824,375 +108%
CA
20
Clearstead Advisors
Ohio
$35.1M 1,444,096 +760,479 +111%
WCF
21
West Coast Financial
California
$34.7M 1,428,036 +749,981 +111%
AF
22
Allworth Financial
California
$33.6M 1,384,350 +697,908 +102%
FM
23
Foster & Motley
Ohio
$32.7M 1,345,573 +701,677 +109%
Creative Planning
24
Creative Planning
Kansas
$29.8M 1,225,863 +521,466 +74%
Allspring Global Investments
25
Allspring Global Investments
North Carolina
$29.2M 1,202,032 +479,995 +66%
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