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SCHQ

Schwab Long-Term US Treasury ETF

18 hedge funds and large institutions have $29.9M invested in Schwab Long-Term US Treasury ETF in 2021 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 8 increasing their positions, 5 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 5

11% more capital invested

Capital invested by funds: $26.9M → $29.9M (+$2.98M)

6.57% more ownership

Funds ownership: 30.73%37.3% (+6.6%)

31% less funds holding

Funds holding: 2618 (-8)

67% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 12

Holders
18
Holders Change
-8
Holders Change %
-30.77%
% of All Funds
0.31%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
8
Reduced
5
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PFGIA
26
Patriot Financial Group Insurance Agency
Massachusetts
-$9.04K -186 -99%
CWA
27
Clearview Wealth Advisors
Oregon
-$2K -39 Closed
APWA
28
Atlas Private Wealth Advisors
New Jersey
-$1K -31 Closed

SCHQ Hedge Fund Activity: Q2 2021 in Review

18 of the 5,746 institutional investors tracked by Wall St. Rank reported a position in Schwab Long-Term US Treasury ETF (SCHQ) for Q2 2021, worth a combined $29.9M — up 11% from $26.9M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of SCHQ and 4 opened new positions — a net loss of 8 holders — while 5 trimmed existing stakes and 8 added.

The largest buyer was Jane Street, adding an estimated $5.08M. The largest seller was Cardan Capital Partners, exiting entirely with an estimated $8.3M sold.

  • 18 institutional investors held Schwab Long-Term US Treasury ETF (SCHQ) as of Q2 2021, down from 26 in Q1 2021.
  • Funds reported $29.9M of Schwab Long-Term US Treasury ETF stock for Q2 2021, up 11% quarter-over-quarter.
  • 4 funds opened new Schwab Long-Term US Treasury ETF positions in Q2 2021 and 12 closed out, a net change of -8 holders.
  • The largest Schwab Long-Term US Treasury ETF buyer in Q2 2021 was Jane Street, an estimated $5.08M added.
  • The largest Schwab Long-Term US Treasury ETF seller in Q2 2021 was Cardan Capital Partners, an estimated $8.3M sold.

Based on aggregated 13F filings for Q2 2021.