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SCHR

Schwab Intermediately-Term US Treasury ETF
SCHR

294 hedge funds and large institutions have $2.91B invested in Schwab Intermediately-Term US Treasury ETF in 2021 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 112 increasing their positions, 90 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more repeat investments, than reductions

Existing positions increased: 112 | Existing positions reduced: 90

11% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 37

4.67% more ownership

Funds ownership: 142.77% → 147.44% (+4.7%)

3% more capital invested

Capital invested by funds: $2.82B → $2.91B (+$88.5M)

0% more funds holding

Funds holding: 293 → 294 (+1)

26% less funds holding in top 10

Funds holding in top 10: 23 → 17 (-6)

Holders
294
Holders Change
+1
Holders Change %
+0.34%
% of All Funds
5.16%
Holding in Top 10
17
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-26.09%
% of All Funds
0.3%
New
41
Increased
112
Reduced
90
Closed
37
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$116M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$23.6M
3
MAM
Madison Asset Management
Wisconsin
+$22.3M
4
CSIA
Charles Schwab Investment Advisory
California
+$20.5M
5
Jane Street
Jane Street
New York
+$18.2M

Top Sellers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
-$41.4M
2
WAM
WNY Asset Management
New York
-$16.2M
3
SS
Simplicity Solutions
Minnesota
-$11.5M
4
SP
SWS Partners
Ohio
-$8.76M
5
APC
Asset Planning Corporation
Tennessee
-$7.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
AIC
226
Ameritas Investment Company
Nebraska
$53.4K +$54.3K +1,894 New
BlackRock
227
BlackRock
New York
$53K +$5.62K +196 +12%
TWM
228
Tradition Wealth Management
Minnesota
$52K – – –
MAM
229
Meeder Asset Management
Ohio
$47K – – –
Rockefeller Capital Management
230
Rockefeller Capital Management
New York
$46K +$22.3K +776 +89%
MPWT
231
MassMutual Private Wealth & Trust
Connecticut
$45K – – –
CAC
232
Certified Advisory Corp
Florida
$45K +$46K +1,602 New
DI
233
Disciplined Investments
Oklahoma
$43K – – –
CAAS
234
Capital Asset Advisory Services
Michigan
$41K -$12.7K -444 -24%
BAM
235
Bellevue Asset Management
Washington
$40K – – –
IRC
236
Investors Research Corp
Georgia
$40K +$8.15K +284 +25%
GM
237
GeoWealth Management
Illinois
$40K +$42.4K +1,478 New
PIP
238
Peachtree Investment Partners
Florida
$39K – – –
NG
239
NWK Group
California
$35K – – –
EP
240
Eudaimonia Partners
Tennessee
$31K -$542K -18,908 -95%
FGAM
241
Financial Gravity Asset Management
Texas
$29.8K -$2.41K -84 -7%
TPCW
242
TD Private Client Wealth
New York
$27.2K +$8.26K +288 +43%
CHA
243
Carmichael Hill & Associates
Maryland
$25K – – –
GWM
244
Geneos Wealth Management
Colorado
$22K – – –
VFA
245
Valeo Financial Advisors
Indiana
$21K -$344 -12 -2%
ONST
246
Old North State Trust
North Carolina
$20K -$134K -4,682 -87%
TLFA
247
True Link Financial Advisors
California
$17K – – –
AW
248
Avion Wealth
Texas
$16K – – –
HI
249
Hudock Inc
Pennsylvania
$13K -$22.6K -788 -63%
CFO
250
CVA Family Office
Colorado
$13K – – –
8 9
10
11 12

SCHR Hedge Fund Activity: Q1 2021 in Review

294 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Schwab Intermediately-Term US Treasury ETF (SCHR) for Q1 2021, worth a combined $2.91B — up 3.1% from $2.82B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new SCHR positions and 37 closed out — a net gain of 4 holders — while 112 added to existing stakes and 90 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $116M. The largest seller was Ameriprise, cutting an estimated $41.4M.

  • 294 institutional investors held Schwab Intermediately-Term US Treasury ETF (SCHR) as of Q1 2021, up from 293 in Q4 2020.
  • Funds reported $2.91B of Schwab Intermediately-Term US Treasury ETF stock for Q1 2021, up 3.1% quarter-over-quarter.
  • 41 funds opened new Schwab Intermediately-Term US Treasury ETF positions in Q1 2021 and 37 closed out, a net change of +4 holders.
  • The largest Schwab Intermediately-Term US Treasury ETF buyer in Q1 2021 was JP Morgan Chase, an estimated $116M added.
  • The largest Schwab Intermediately-Term US Treasury ETF seller in Q1 2021 was Ameriprise, an estimated $41.4M sold.

Based on aggregated 13F filings for Q1 2021.