Schwab Long-Term US Treasury ETF
SCHQ
19 hedge funds and large institutions have $39.4M invested in Schwab Long-Term US Treasury ETF in 2022 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 4 increasing their positions, 10 reducing their positions, and 4 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
25% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 4
6% more funds holding
Funds holding: 18 → 19 (+1)
7% less capital invested
Capital invested by funds: $42.2M → $39.4M (-$2.75M)
15.05% less ownership
Funds ownership: 57.66% → 42.61% (-15%)
60% less repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 10
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFO
Stokes Family Office
New Orleans,
Louisiana
|
+$4.67M |
| 2 |
NCM
Northwest Capital Management
Lake Oswego,
Oregon
|
+$744K |
| 3 |
IDA
Intelligence Driven Advisers
Carlsbad,
California
|
+$656K |
| 4 |
TSA
Tri-Star Advisors
Houston,
Texas
|
+$594K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$466K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$1.46M |
| 2 |
AHSSHC
Adventist Health System Sunbelt Healthcare Corp
Altamonte Springs,
Florida
|
-$1.24M |
| 3 |
IMC Chicago
Chicago,
Illinois
|
-$1.03M |
| 4 |
FTUS
Flow Traders U.S.
New York
|
-$899K |
| 5 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
-$705K |
SCHQ Hedge Fund Activity: Q2 2022 in Review
19 of the 5,959 institutional investors tracked by Wall St. Rank reported a position in Schwab Long-Term US Treasury ETF (SCHQ) for Q2 2022, worth a combined $39.4M — down 6.5% from $42.2M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new SCHQ positions and 4 closed out — a net gain of 1 holder — while 4 added to existing stakes and 10 trimmed.
The largest buyer was Stokes Family Office, opening a new position worth an estimated $4.67M. The largest seller was Jane Street, cutting an estimated $1.46M.
- 19 institutional investors held Schwab Long-Term US Treasury ETF (SCHQ) as of Q2 2022, up from 18 in Q1 2022.
- Funds reported $39.4M of Schwab Long-Term US Treasury ETF stock for Q2 2022, down 6.5% quarter-over-quarter.
- 5 funds opened new Schwab Long-Term US Treasury ETF positions in Q2 2022 and 4 closed out, a net change of +1 holder.
- The largest Schwab Long-Term US Treasury ETF buyer in Q2 2022 was Stokes Family Office, an estimated $4.67M added.
- The largest Schwab Long-Term US Treasury ETF seller in Q2 2022 was Jane Street, an estimated $1.46M sold.
Based on aggregated 13F filings for Q2 2022.