Schwab Intermediately-Term US Treasury ETF
SCHR
133 hedge funds and large institutions have $910M invested in Schwab Intermediately-Term US Treasury ETF in 2018 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 55 increasing their positions, 39 reducing their positions, and 13 closing their positions.
46% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 13
41% more repeat investments, than reductions
Existing positions increased: 55 | Existing positions reduced: 39
23% more capital invested
Capital invested by funds: $743M → $910M (+$168M)
10.44% more ownership
Funds ownership: 127.89% → 138.32% (+10%)
5% more funds holding
Funds holding: 127 → 133 (+6)
10% less funds holding in top 10
Funds holding in top 10: 10 → 9 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$77.7M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$47M |
| 3 |
AFS
Access Financial Services
Minneapolis,
Minnesota
|
+$26.7M |
| 4 |
CCP
Cardan Capital Partners
Denver,
Colorado
|
+$10.9M |
| 5 |
MIH
Madison Investment Holdings
Madison,
Wisconsin
|
+$8.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FIMG
Financial & Investment Management Group
Traverse City,
Michigan
|
-$10.5M |
| 2 |
SP
SWS Partners
Columbus,
Ohio
|
-$7.19M |
| 3 |
AI
Atria Investments
Charlotte,
North Carolina
|
-$3.54M |
| 4 |
KF
Krilogy Financial
St. Louis,
Missouri
|
-$2.96M |
| 5 |
CCA
Cobblestone Capital Advisors
Rochester,
New York
|
-$1.88M |
SCHR Hedge Fund Activity: Q1 2018 in Review
133 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Schwab Intermediately-Term US Treasury ETF (SCHR) for Q1 2018, worth a combined $910M — up 23% from $743M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new SCHR positions and 13 closed out — a net gain of 6 holders — while 55 added to existing stakes and 39 trimmed.
The largest buyer was Charles Schwab Investment Advisory, adding an estimated $77.7M. The largest seller was Financial & Investment Management Group, cutting an estimated $10.5M.
- 133 institutional investors held Schwab Intermediately-Term US Treasury ETF (SCHR) as of Q1 2018, up from 127 in Q4 2017.
- Funds reported $910M of Schwab Intermediately-Term US Treasury ETF stock for Q1 2018, up 23% quarter-over-quarter.
- 19 funds opened new Schwab Intermediately-Term US Treasury ETF positions in Q1 2018 and 13 closed out, a net change of +6 holders.
- The largest Schwab Intermediately-Term US Treasury ETF buyer in Q1 2018 was Charles Schwab Investment Advisory, an estimated $77.7M added.
- The largest Schwab Intermediately-Term US Treasury ETF seller in Q1 2018 was Financial & Investment Management Group, an estimated $10.5M sold.
Based on aggregated 13F filings for Q1 2018.