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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
SMG
301
Spectrum Management Group
Indiana
– -$117K -3,980 Closed
AIP
302
Ameritas Investment Partners
Nebraska
– -$89K -3,046 Closed
VCM
303
Vigilant Capital Management
Maine
– -$21K -714 Closed
HI
304
Human Investing
Oregon
– -$14K -472 Closed
SIM
305
Sonora Investment Management
Arizona
– -$9.03K -310 -97%
F
306
F3Logic
Minnesota
– -$4.69K -160 Closed
NIC
307
Northwest Investment Counselors
Oregon
– -$2K -80 Closed
PCG
308
Private Capital Group
Connecticut
– -$2K -64 Closed
BWL
309
Bogart Wealth LLC
Virginia
– -$1K -46 Closed
AF
310
Allworth Financial
California
– +$58 +2 +100%
FCAS
311
First Command Advisory Services
Texas
– +$408 +14 New
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.