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SCHR

Schwab Intermediately-Term US Treasury ETF
SCHR

330 hedge funds and large institutions have $7.08B invested in Schwab Intermediately-Term US Treasury ETF in 2022 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 111 increasing their positions, 121 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 34

12% more capital invested

Capital invested by funds: $6.32B → $7.08B (+$762M)

8% more funds holding in top 10

Funds holding in top 10: 24 → 26 (+2)

3% more funds holding

Funds holding: 320 → 330 (+10)

0.6% more ownership

Funds ownership: 178.14% → 178.73% (+0.6%)

8% less repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 121

Holders
330
Holders Change
+10
Holders Change %
+3.13%
% of All Funds
5.68%
Holding in Top 10
26
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8.33%
% of All Funds
0.45%
New
46
Increased
111
Reduced
121
Closed
34
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$501M
2
JP Morgan Chase
JP Morgan Chase
New York
+$358M
3
CSIA
Charles Schwab Investment Advisory
California
+$244M
4
FTUS
Flow Traders U.S.
New York
+$45.8M
5
BWM
BerganKDV Wealth Management
Minnesota
+$27.2M

Top Sellers

Rank Fund Capital Flow
1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$84M
2
Jane Street
Jane Street
New York
-$75.9M
3
MAM
Madison Asset Management
Wisconsin
-$41.4M
4
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
-$7.24M
5
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$5.85M
Name Holding Trade Value Shares
Change 		Change in
Stake
AC
301
AlphaCore Capital
California
$4K +$3.68K +144 New
FMP
302
Financial Management Professionals
Texas
$3K – – –
MSFP
303
Mark Sheptoff Financial Planning
Connecticut
$3K – – –
RA
304
Rise Advisors
New York
$3K – – –
TFGT
305
TS Financial Group (TSFG)
Illinois
$3K – – –
BLC
306
Brown, Lisle/Cummings
Rhode Island
$2.85K +$2.96K +116 New
SWA
307
Sutton Wealth Advisors
Florida
$2.8K – – –
WPA
308
West Paces Advisors
Georgia
$2.17K +$2.25K +88 New
BAM
309
Bellevue Asset Management
Washington
$2K – – –
KFI
310
Key Financial Inc
Pennsylvania
$2K – – –
NIC
311
Northwest Investment Counselors
Oregon
$2K – – –
BTI
312
Blue Trust Inc
Georgia
$2K +$1.74K +68 New
AW
313
Avion Wealth
Texas
$2K +$1.84K +72 New
HBW
314
Hazlett, Burt & Watson
West Virginia
$2K +$2.04K +80 New
AIM
315
Anchor Investment Management
South Carolina
$1.28K – – –
NG
316
NWK Group
California
$1K -$31.1K -1,218 -98%
Citigroup
317
Citigroup
New York
$1K -$23.6K -924 -96%
ANBT
318
American National Bank & Trust
Texas
$1K – – –
CWM
319
Castle Wealth Management
Florida
$1K – – –
FWM
320
Focused Wealth Management
New York
$1K – – –
JFA
321
JNBA Financial Advisors
Minnesota
$1K – – –
MFC
322
Morris Financial Concepts
South Carolina
$1K – – –
TFA
323
Transamerica Financial Advisors
Florida
$1K – – –
ACA
324
Aptus Capital Advisors
Alabama
$1K +$51 +2 +8%
FCAG
325
First Capital Advisors Group
New Jersey
$1K +$614 +24 New
11 12
13
14 15

SCHR Hedge Fund Activity: Q3 2022 in Review

330 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Schwab Intermediately-Term US Treasury ETF (SCHR) for Q3 2022, worth a combined $7.08B — up 12% from $6.32B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new SCHR positions and 34 closed out — a net gain of 12 holders — while 111 added to existing stakes and 121 trimmed.

The largest buyer was LPL Financial, adding an estimated $501M. The largest seller was Royal Bank of Canada, cutting an estimated $84M.

  • 330 institutional investors held Schwab Intermediately-Term US Treasury ETF (SCHR) as of Q3 2022, up from 320 in Q2 2022.
  • Funds reported $7.08B of Schwab Intermediately-Term US Treasury ETF stock for Q3 2022, up 12% quarter-over-quarter.
  • 46 funds opened new Schwab Intermediately-Term US Treasury ETF positions in Q3 2022 and 34 closed out, a net change of +12 holders.
  • The largest Schwab Intermediately-Term US Treasury ETF buyer in Q3 2022 was LPL Financial, an estimated $501M added.
  • The largest Schwab Intermediately-Term US Treasury ETF seller in Q3 2022 was Royal Bank of Canada, an estimated $84M sold.

Based on aggregated 13F filings for Q3 2022.