Schwab Intermediately-Term US Treasury ETF
SCHR
385 hedge funds and large institutions have $6.81B invested in Schwab Intermediately-Term US Treasury ETF in 2024 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 172 increasing their positions, 107 reducing their positions, and 33 closing their positions.
61% more repeat investments, than reductions
Existing positions increased: 172 | Existing positions reduced: 107
55% more first-time investments, than exits
New positions opened: 51 | Existing positions closed: 33
3% more funds holding
Funds holding: 373 → 385 (+12)
1% less capital invested
Capital invested by funds: $6.86B → $6.81B (-$50.6M)
1.18% less ownership
Funds ownership: 169.52% → 168.34% (-1.2%)
4% less funds holding in top 10
Funds holding in top 10: 27 → 26 (-1)
69% less call options, than puts
Call options by funds: $112K | Put options by funds: $361K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Charles Schwab
San Francisco,
California
|
+$4.01B |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$15.1M |
| 3 |
FLPIM
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
+$12.6M |
| 4 |
BlackRock
New York
|
+$11.5M |
| 5 |
MAM
Madison Asset Management
Madison,
Wisconsin
|
+$9.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$109M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$73M |
| 3 |
CA
Crane Advisory
Fullerton,
California
|
-$24.8M |
| 4 |
Creative Planning
Overland Park,
Kansas
|
-$23.1M |
| 5 |
SFA
Sequoia Financial Advisors
Akron,
Ohio
|
-$11.8M |
SCHR Hedge Fund Activity: Q2 2024 in Review
385 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Schwab Intermediately-Term US Treasury ETF (SCHR) for Q2 2024, worth a combined $6.81B — down 0.74% from $6.86B a quarter earlier.
Buyers outnumbered sellers: 51 funds opened new SCHR positions and 33 closed out — a net gain of 18 holders — while 172 added to existing stakes and 107 trimmed.
The largest buyer was Charles Schwab, adding an estimated $4.01B. The largest seller was Goldman Sachs, cutting an estimated $109M.
- 385 institutional investors held Schwab Intermediately-Term US Treasury ETF (SCHR) as of Q2 2024, up from 373 in Q1 2024.
- Funds reported $6.81B of Schwab Intermediately-Term US Treasury ETF stock for Q2 2024, down 0.74% quarter-over-quarter.
- 51 funds opened new Schwab Intermediately-Term US Treasury ETF positions in Q2 2024 and 33 closed out, a net change of +18 holders.
- The largest Schwab Intermediately-Term US Treasury ETF buyer in Q2 2024 was Charles Schwab, an estimated $4.01B added.
- The largest Schwab Intermediately-Term US Treasury ETF seller in Q2 2024 was Goldman Sachs, an estimated $109M sold.
Based on aggregated 13F filings for Q2 2024.