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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$756M |
| 2 |
MAM
Madison Asset Management
Madison,
Wisconsin
|
+$79.1M |
| 3 |
Stifel Financial
St. Louis,
Missouri
|
+$52.9M |
| 4 |
Charles Schwab
San Francisco,
California
|
+$42.6M |
| 5 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$32.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$24.7M |
| 2 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$15.8M |
| 3 |
MAG
Members Advisory Group
Williamsville,
New York
|
-$14.5M |
| 4 |
HA
HC Advisors
Sandy Springs,
Georgia
|
-$8.71M |
| 5 |
MFGM
Marshall Financial Group (Maryland)
Hunt Valley,
Maryland
|
-$8.47M |
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.