We are live on ! Find out more
SCHR

Schwab Intermediately-Term US Treasury ETF
SCHR

318 hedge funds and large institutions have $3.41B invested in Schwab Intermediately-Term US Treasury ETF in 2022 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 114 increasing their positions, 105 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more capital invested

Capital invested by funds: $2.52B → $3.41B (+$891M)

24% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 38

10.81% more ownership

Funds ownership: 148.45% → 159.25% (+11%)

5% more funds holding in top 10

Funds holding in top 10: 19 → 20 (+1)

1% more funds holding

Funds holding: 314 → 318 (+4)

9% more repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 105

Holders
318
Holders Change
+4
Holders Change %
+1.27%
% of All Funds
5.02%
Holding in Top 10
20
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.26%
% of All Funds
0.32%
New
47
Increased
114
Reduced
105
Closed
38
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$756M
2
MAM
Madison Asset Management
Wisconsin
+$79.1M
3
Stifel Financial
Stifel Financial
Missouri
+$52.9M
4
Charles Schwab
Charles Schwab
California
+$42.6M
5
CSIA
Charles Schwab Investment Advisory
California
+$32.1M

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$24.7M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$15.8M
3
MAG
Members Advisory Group
New York
-$14.5M
4
HA
HC Advisors
Georgia
-$8.71M
5
MFGM
Marshall Financial Group (Maryland)
Maryland
-$8.47M
Name Holding Trade Value Shares
Change 		Change in
Stake
LGWM
326
Litman Gregory Wealth Management
California
– -$474K -16,890 Closed
TCM
327
Triumph Capital Management
Colorado
– -$371K -13,234 Closed
BTWM
328
Baker Tilly Wealth Management
Wisconsin
– -$310K -11,038 Closed
MA
329
MONECO Advisors
Connecticut
– -$254K -9,232 Closed
CST
330
Charles Schwab Trust
Nevada
– -$255K -9,070 Closed
BDFN
331
Bond & Devick Financial Network
Minnesota
– -$254K -9,042 Closed
SC
332
Sierra Capital
Florida
– -$241K -8,574 Closed
IC
333
Intersect Capital
California
– -$239K -8,512 Closed
DIM
334
Delta Investment Management
California
– -$224K -7,980 Closed
SCM
335
Stonehearth Capital Management
Massachusetts
– -$223K -7,944 Closed
WB
336
WesBanco Bank
West Virginia
– -$209K -7,436 Closed
LWAC
337
Laurel Wealth Advisors (California)
California
– -$201K -7,160 Closed
VCM
338
Vigilant Capital Management
Maine
– -$104K -3,706 Closed
EVM
339
Eaton Vance Management
Massachusetts
– -$70K -2,500 Closed
Bessemer Group
340
Bessemer Group
New Jersey
– -$52K -1,866 Closed
TWP
341
TFO Wealth Partners
Ohio
– -$51K -1,800 Closed
GWS
342
Glassman Wealth Services
Virginia
– -$27K -972 Closed
TLFA
343
True Link Financial Advisors
California
– -$17K -606 Closed
CFCI
344
Comprehensive Financial Consultants Institutional
Indiana
– -$10K -390 Closed
TCWM
345
Total Clarity Wealth Management
Illinois
– -$9K -338 Closed
CA
346
CoreCap Advisors
Michigan
– -$9K -328 Closed
LWA
347
Lenox Wealth Advisors
New York
– -$8K -294 Closed
FMII
348
Farmers & Merchants Investments Inc
Nebraska
– -$8K -282 Closed
SBL
349
Sargent Bickham Lagudis
Colorado
– -$5K -178 Closed
TCOV
350
Trust Company of Vermont
Vermont
– -$3K -100 Closed
11 12 13
14
15

SCHR Hedge Fund Activity: Q1 2022 in Review

318 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Schwab Intermediately-Term US Treasury ETF (SCHR) for Q1 2022, worth a combined $3.41B — up 35% from $2.52B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new SCHR positions and 38 closed out — a net gain of 9 holders — while 114 added to existing stakes and 105 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $756M. The largest seller was Jane Street, cutting an estimated $24.7M.

  • 318 institutional investors held Schwab Intermediately-Term US Treasury ETF (SCHR) as of Q1 2022, up from 314 in Q4 2021.
  • Funds reported $3.41B of Schwab Intermediately-Term US Treasury ETF stock for Q1 2022, up 35% quarter-over-quarter.
  • 47 funds opened new Schwab Intermediately-Term US Treasury ETF positions in Q1 2022 and 38 closed out, a net change of +9 holders.
  • The largest Schwab Intermediately-Term US Treasury ETF buyer in Q1 2022 was JP Morgan Chase, an estimated $756M added.
  • The largest Schwab Intermediately-Term US Treasury ETF seller in Q1 2022 was Jane Street, an estimated $24.7M sold.

Based on aggregated 13F filings for Q1 2022.