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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
APWA
276
Atlas Private Wealth Advisors
New Jersey
$2K – – –
BW
277
Bison Wealth
Georgia
$2K – – –
HPC
278
HM Payson & Co
Maine
$2K +$1.66K +58 New
NIC
279
Northwest Investment Counselors
Oregon
$2K +$2.29K +80 New
AIM
280
Anchor Investment Management
South Carolina
$1.3K – – –
FMP
281
Financial Management Professionals
Texas
$1K – – –
FWM
282
Focused Wealth Management
New York
$1K – – –
HCP
283
Hexagon Capital Partners
Arkansas
$1K – – –
HS
284
Horan Securities
United States
$1K – – –
NFSG
285
Newbridge Financial Services Group
Florida
$1K – – –
BC
286
Burleson & Co
California
$1K +$1.09K +38 New
PMFA
287
Plante Moran Financial Advisors
Michigan
$1K +$1.09K +38 New
KFS
288
Kelly Financial Services
Massachusetts
$925 – – –
TAM
289
Tucker Asset Management
Colorado
$846 – – –
GEA
290
Glen Eagle Advisors
New Jersey
$395 – – –
SS
291
Simplicity Solutions
Minnesota
– -$11.5M -396,078 Closed
SP
292
SWS Partners
Ohio
– -$8.76M -300,920 Closed
AssetMark Inc
293
AssetMark Inc
California
– -$6.88M -236,312 Closed
CCP
294
Cardan Capital Partners
Colorado
– -$3.72M -127,708 Closed
LWM
295
Laidlaw Wealth Management
New York
– -$2.18M -74,734 Closed
SA
296
Strategic Advisors
New York
– -$1.5M -51,870 Closed
CWA
297
Clearview Wealth Advisors
Oregon
– -$662K -22,750 Closed
REMPR
298
Roof Eidam Maycock Peralta (REMP)
California
– -$617K -21,194 Closed
I
299
INVST
Indiana
– -$581K -19,954 Closed
FI
300
FormulaFolio Investments
Michigan
– -$570K -19,594 Closed
10 11
12
13 14

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.