Schwab Long-Term US Treasury ETF
SCHQ
15 hedge funds and large institutions have $36.6M invested in Schwab Long-Term US Treasury ETF in 2020 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 5 increasing their positions, 1 reducing their positions, and 4 closing their positions.
400% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 1
125% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 4
44% more capital invested
Capital invested by funds: $25.4M → $36.6M (+$11.2M)
36% more funds holding
Funds holding: 11 → 15 (+4)
9.66% more ownership
Funds ownership: 30.87% → 40.53% (+9.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IMC Chicago
Chicago,
Illinois
|
+$4.91M |
| 2 |
CST
Charles Schwab Trust
Henderson,
Nevada
|
+$3.04M |
| 3 |
CCFM
Clear Creek Financial Management
Silverdale,
Washington
|
+$2.58M |
| 4 |
Charles Schwab
San Francisco,
California
|
+$2.26M |
| 5 |
DSAM
Dock Street Asset Management
Palm Beach,
Florida
|
+$663K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$1.58M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$1.5M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$54K |
| 4 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$3K |
| 5 |
Morgan Stanley
New York
|
-$1K |
SCHQ Hedge Fund Activity: Q4 2020 in Review
15 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Schwab Long-Term US Treasury ETF (SCHQ) for Q4 2020, worth a combined $36.6M — up 44% from $25.4M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new SCHQ positions and 4 closed out — a net gain of 5 holders — while 5 added to existing stakes and 1 trimmed.
The largest buyer was IMC Chicago, opening a new position worth an estimated $4.91M. The largest seller was Jane Street, exiting entirely with an estimated $1.58M sold.
- 15 institutional investors held Schwab Long-Term US Treasury ETF (SCHQ) as of Q4 2020, up from 11 in Q3 2020.
- Funds reported $36.6M of Schwab Long-Term US Treasury ETF stock for Q4 2020, up 44% quarter-over-quarter.
- 9 funds opened new Schwab Long-Term US Treasury ETF positions in Q4 2020 and 4 closed out, a net change of +5 holders.
- The largest Schwab Long-Term US Treasury ETF buyer in Q4 2020 was IMC Chicago, an estimated $4.91M added.
- The largest Schwab Long-Term US Treasury ETF seller in Q4 2020 was Jane Street, an estimated $1.58M sold.
Based on aggregated 13F filings for Q4 2020.