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SCHR

Schwab Intermediately-Term US Treasury ETF
SCHR

293 hedge funds and large institutions have $2.82B invested in Schwab Intermediately-Term US Treasury ETF in 2020 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 113 increasing their positions, 81 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

170% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 20

40% more repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 81

35% more capital invested

Capital invested by funds: $2.08B → $2.82B (+$736M)

35% more funds holding in top 10

Funds holding in top 10: 17 → 23 (+6)

21.44% more ownership

Funds ownership: 121.34% → 142.77% (+21%)

12% more funds holding

Funds holding: 261 → 293 (+32)

Holders
293
Holders Change
+32
Holders Change %
+12.26%
% of All Funds
5.18%
Holding in Top 10
23
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+35.29%
% of All Funds
0.41%
New
54
Increased
113
Reduced
81
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$640M
2
I2I
Insight 2811 Inc
Illinois
+$47.1M
3
Creative Planning
Creative Planning
Kansas
+$23.6M
4
Wells Fargo
Wells Fargo
California
+$18M
5
Stifel Financial
Stifel Financial
Missouri
+$18M

Top Sellers

Rank Fund Capital Flow
1
TI
Tidal Investments
Wisconsin
-$73.4M
2
Ameriprise
Ameriprise
Minnesota
-$49.8M
3
YAL
Your Advocates Ltd
Texas
-$12.2M
4
Jane Street
Jane Street
New York
-$10.3M
5
TI
tru Independence
Oregon
-$5.76M
Name Holding Trade Value Shares
Change 		Change in
Stake
APWA
276
Atlas Private Wealth Advisors
New Jersey
$2K +$2.33K +80 New
BIP
277
Blueprint Investment Partners
North Carolina
$1.8K -$1.8M -61,788 -100%
AIM
278
Anchor Investment Management
South Carolina
$1.34K – – –
FMP
279
Financial Management Professionals
Texas
$1K – – –
HCP
280
Hexagon Capital Partners
Arkansas
$1K – – –
Citigroup
281
Citigroup
New York
$1K +$117 +4 +9%
FWM
282
Focused Wealth Management
New York
$1K +$408 +14 +100%
CAL
283
Capital Analysts LLC
Pennsylvania
$1K +$816 +28 New
HS
284
Horan Securities
United States
$1K +$1.17K +40 New
KFS
285
Kelly Financial Services
Massachusetts
$954 – – –
TAM
286
Tucker Asset Management
Colorado
$873 +$874 +30 New
GEA
287
Glen Eagle Advisors
New Jersey
$408 – – –
WOSD
288
WFA of San Diego
California
$58 -$35.3K -1,210 -5%
TI
289
Tidal Investments
Wisconsin
– -$73.4M -2,501,586 Closed
TI
290
tru Independence
Oregon
– -$5.76M -196,272 Closed
HW
291
Hedeker Wealth
Illinois
– -$5.39M -183,786 Closed
Millennium Management
292
Millennium Management
New York
– -$1.03K -35,234 Closed
PAG
293
Private Advisor Group
New Jersey
– -$873K -29,700 Closed
MAM
294
Madison Asset Management
Wisconsin
– -$823K -28,060 Closed
FFN
295
Focus Financial Network
Minnesota
– -$520K -17,716 Closed
DP
296
Denver PWM
Colorado
– -$437K -14,880 Closed
Susquehanna International Group
297
Susquehanna International Group
Pennsylvania
– -$351K -11,972 Closed
CIA
298
Compass Ion Advisors
Pennsylvania
– -$278K -9,466 Closed
LA
299
LVW Advisors
New York
– -$206K -7,036 Closed
SC
300
Slow Capital
California
– -$201K -6,852 Closed
9 10 11
12
13

SCHR Hedge Fund Activity: Q4 2020 in Review

293 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Schwab Intermediately-Term US Treasury ETF (SCHR) for Q4 2020, worth a combined $2.82B — up 35% from $2.08B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new SCHR positions and 20 closed out — a net gain of 34 holders — while 113 added to existing stakes and 81 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $640M. The largest seller was Tidal Investments, exiting entirely with an estimated $73.4M sold.

  • 293 institutional investors held Schwab Intermediately-Term US Treasury ETF (SCHR) as of Q4 2020, up from 261 in Q3 2020.
  • Funds reported $2.82B of Schwab Intermediately-Term US Treasury ETF stock for Q4 2020, up 35% quarter-over-quarter.
  • 54 funds opened new Schwab Intermediately-Term US Treasury ETF positions in Q4 2020 and 20 closed out, a net change of +34 holders.
  • The largest Schwab Intermediately-Term US Treasury ETF buyer in Q4 2020 was JP Morgan Chase, an estimated $640M added.
  • The largest Schwab Intermediately-Term US Treasury ETF seller in Q4 2020 was Tidal Investments, an estimated $73.4M sold.

Based on aggregated 13F filings for Q4 2020.