Schwab Intermediately-Term US Treasury ETF
SCHR
369 hedge funds and large institutions have $6.42B invested in Schwab Intermediately-Term US Treasury ETF in 2023 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 160 increasing their positions, 104 reducing their positions, and 41 closing their positions.
54% more repeat investments, than reductions
Existing positions increased: 160 | Existing positions reduced: 104
53% more call options, than puts
Call options by funds: $307K | Put options by funds: $201K
22% more first-time investments, than exits
New positions opened: 50 | Existing positions closed: 41
1.77% more ownership
Funds ownership: 172.33% → 174.1% (+1.8%)
2% more funds holding
Funds holding: 363 → 369 (+6)
1% more capital invested
Capital invested by funds: $6.32B → $6.42B (+$93.4M)
0% more funds holding in top 10
Funds holding in top 10: 22 → 22 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Creative Planning
Overland Park,
Kansas
|
+$60.7M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$31.2M |
| 3 |
AssetMark Inc
Concord,
California
|
+$31.1M |
| 4 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$30.6M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$28.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TCM
Tradewinds Capital Management
Bellingham,
Washington
|
-$12.7M |
| 2 |
HP
Hilltop Partners
Mishawaka,
Indiana
|
-$11.8M |
| 3 |
Charles Schwab
San Francisco,
California
|
-$11.8M |
| 4 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
-$9.43M |
| 5 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$7.01M |
SCHR Hedge Fund Activity: Q3 2023 in Review
369 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Schwab Intermediately-Term US Treasury ETF (SCHR) for Q3 2023, worth a combined $6.42B — up 1.5% from $6.32B a quarter earlier.
Buyers outnumbered sellers: 50 funds opened new SCHR positions and 41 closed out — a net gain of 9 holders — while 160 added to existing stakes and 104 trimmed.
The largest buyer was Creative Planning, adding an estimated $60.7M. The largest seller was Tradewinds Capital Management, cutting an estimated $12.7M.
- 369 institutional investors held Schwab Intermediately-Term US Treasury ETF (SCHR) as of Q3 2023, up from 363 in Q2 2023.
- Funds reported $6.42B of Schwab Intermediately-Term US Treasury ETF stock for Q3 2023, up 1.5% quarter-over-quarter.
- 50 funds opened new Schwab Intermediately-Term US Treasury ETF positions in Q3 2023 and 41 closed out, a net change of +9 holders.
- The largest Schwab Intermediately-Term US Treasury ETF buyer in Q3 2023 was Creative Planning, an estimated $60.7M added.
- The largest Schwab Intermediately-Term US Treasury ETF seller in Q3 2023 was Tradewinds Capital Management, an estimated $12.7M sold.
Based on aggregated 13F filings for Q3 2023.