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SCHR

Schwab Intermediately-Term US Treasury ETF
SCHR

318 hedge funds and large institutions have $3.41B invested in Schwab Intermediately-Term US Treasury ETF in 2022 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 114 increasing their positions, 105 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more capital invested

Capital invested by funds: $2.52B → $3.41B (+$891M)

24% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 38

10.81% more ownership

Funds ownership: 148.45% → 159.25% (+11%)

5% more funds holding in top 10

Funds holding in top 10: 19 → 20 (+1)

1% more funds holding

Funds holding: 314 → 318 (+4)

9% more repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 105

Holders
318
Holders Change
+4
Holders Change %
+1.27%
% of All Funds
5.02%
Holding in Top 10
20
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.26%
% of All Funds
0.32%
New
47
Increased
114
Reduced
105
Closed
38
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$756M
2
MAM
Madison Asset Management
Wisconsin
+$79.1M
3
Stifel Financial
Stifel Financial
Missouri
+$52.9M
4
Charles Schwab
Charles Schwab
California
+$42.6M
5
CSIA
Charles Schwab Investment Advisory
California
+$32.1M

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$24.7M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$15.8M
3
MAG
Members Advisory Group
New York
-$14.5M
4
HA
HC Advisors
Georgia
-$8.71M
5
MFGM
Marshall Financial Group (Maryland)
Maryland
-$8.47M
Name Holding Trade Value Shares
Change 		Change in
Stake
AIC
226
Archer Investment Corporation
Indiana
$134K -$5.24K -192 -4%
GP
227
Greenline Partners
New York
$128K -$318K -11,638 -71%
KSWA
228
Kathleen S. Wright Associates
Pennsylvania
$126K +$90.6K +3,318 +237%
HR
229
Howe & Rusling
New York
$120K – – –
VCM
230
Versant Capital Management
Arizona
$116K -$928 -34 -0.8%
MAM
231
Marquette Asset Management
Minnesota
$113K – – –
MCA
232
Maryland Capital Advisors
Maryland
$112K – – –
T
233
TCWP
Ohio
$102K +$105K +3,858 New
William Blair & Company
234
William Blair & Company
Illinois
$97K +$655 +24 +0.7%
AF
235
Advisornet Financial
Minnesota
$89K +$2.95K +108 +3%
CFFP
236
Center for Financial Planning
Michigan
$69K +$109 +4 +0.2%
IA
237
IFP Advisors
Florida
$64K +$54.5K +1,996 +1,331%
PFBT
238
Parkside Financial Bank & Trust
Missouri
$55K – – –
Jones Financial Companies
239
Jones Financial Companies
Missouri
$50K +$51.6K +1,888 New
TWM
240
Tradition Wealth Management
Minnesota
$49K – – –
Rockefeller Capital Management
241
Rockefeller Capital Management
New York
$49K +$27.1K +992 +114%
IRC
242
Investors Research Corp
Georgia
$47K – – –
MA
243
MUFG Americas
New York
$47K +$48.1K +1,760 New
MAM
244
Meeder Asset Management
Ohio
$45K – – –
BlackRock
245
BlackRock
New York
$45K +$4.97K +182 +12%
ADL
246
Asset Dedication LLC
California
$44K – – –
BCWM
247
Bartlett & Co Wealth Management
Ohio
$43.3K +$44.5K +1,628 New
TCM
248
Tradewinds Capital Management
Washington
$43K – – –
BC
249
Bartlett & Co
Ohio
$43K +$44.5K +1,628 New
MPWT
250
MassMutual Private Wealth & Trust
Connecticut
$42K – – –
8 9
10
11 12

SCHR Hedge Fund Activity: Q1 2022 in Review

318 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Schwab Intermediately-Term US Treasury ETF (SCHR) for Q1 2022, worth a combined $3.41B — up 35% from $2.52B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new SCHR positions and 38 closed out — a net gain of 9 holders — while 114 added to existing stakes and 105 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $756M. The largest seller was Jane Street, cutting an estimated $24.7M.

  • 318 institutional investors held Schwab Intermediately-Term US Treasury ETF (SCHR) as of Q1 2022, up from 314 in Q4 2021.
  • Funds reported $3.41B of Schwab Intermediately-Term US Treasury ETF stock for Q1 2022, up 35% quarter-over-quarter.
  • 47 funds opened new Schwab Intermediately-Term US Treasury ETF positions in Q1 2022 and 38 closed out, a net change of +9 holders.
  • The largest Schwab Intermediately-Term US Treasury ETF buyer in Q1 2022 was JP Morgan Chase, an estimated $756M added.
  • The largest Schwab Intermediately-Term US Treasury ETF seller in Q1 2022 was Jane Street, an estimated $24.7M sold.

Based on aggregated 13F filings for Q1 2022.