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SCHR

Schwab Intermediately-Term US Treasury ETF

320 hedge funds and large institutions have $6.32B invested in Schwab Intermediately-Term US Treasury ETF in 2022 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 107 increasing their positions, 121 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more capital invested

Capital invested by funds: $3.41B → $6.32B (+$2.91B)

20% more funds holding in top 10

Funds holding in top 10: 2024 (+4)

18.88% more ownership

Funds ownership: 159.25%178.14% (+19%)

13% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 38

1% more funds holding

Funds holding: 318320 (+2)

12% less repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 121

Holders
320
Holders Change
+2
Holders Change %
+0.63%
% of All Funds
5.39%
Holding in Top 10
24
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+20%
% of All Funds
0.4%
New
43
Increased
107
Reduced
121
Closed
38
Calls
$382K
Puts
Net Calls
+$382K
Net Calls Change
+$382K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
26
Morgan Stanley
New York
$19.2M +$3.01M +116,428 +19%
MIS
27
Morningstar Investment Services
Illinois
$18.2M -$819K -31,688 -4%
WCF
28
West Coast Financial
California
$16.7M +$2.78M +107,432 +20%
LW
29
Libra Wealth
California
$16.2M +$16.2M +626,038 New
BWL
30
Beacon Wealthcare LLC
North Carolina
$14.3M +$1.49M +57,496 +12%
Bank of America
31
Bank of America
North Carolina
$14.3M +$778K +30,084 +6%
LSAG
32
Lake Street Advisors Group
New Hampshire
$13.2M +$13.3M +512,700 New
Osaic Holdings
33
Osaic Holdings
Arizona
$13.1M +$4.7M +181,652 +56%
KWM
34
Kingsview Wealth Management
Oregon
$12.7M +$398K +15,398 +3%
HA
35
HC Advisors
Georgia
$11.5M +$2.25M +87,210 +24%
GGS
36
Galvin Gaustad & Stein
Arizona
$10.8M -$442K -17,082 -4%
Creative Planning
37
Creative Planning
Kansas
$10.5M -$2.12M -81,892 -17%
Franklin Resources
38
Franklin Resources
California
$10.4M -$1.1M -42,462 -10%
FCA
39
FLC Capital Advisors
California
$10.3M +$4.1M +158,398 +66%
AssetMark Inc
40
AssetMark Inc
California
$9.72M -$24.6M -949,910 -72%
RCA
41
Resonant Capital Advisors
Wisconsin
$9.41M -$2.2M -85,098 -19%
CW
42
CreativeOne Wealth
Kansas
$8.63M -$3.6M -139,326 -29%
WA
43
WBH Advisory
Maryland
$8.43M -$403K -15,598 -5%
CAPTRUST Financial Advisors
44
CAPTRUST Financial Advisors
North Carolina
$8.33M +$7.5M +290,138 +891%
DC
45
Davenport & Co
Virginia
$8.01M +$32.9K +1,272 +0.4%
FC
46
Financial Consulate
Maryland
$7.92M -$145K -5,592 -2%
QCMNJ
47
Quantum Capital Management (New Jersey)
New Jersey
$7.87M -$1.8M -69,808 -19%
BCI
48
Brinker Capital Investments
Pennsylvania
$7.84M +$1.93M +74,632 +33%
SCM
49
Seascape Capital Management
New Hampshire
$7.54M -$447K -17,286 -6%
MBFW
50
Morton Brown Family Wealth
Pennsylvania
$7.46M -$62.1K -2,400 -0.8%

SCHR Hedge Fund Activity: Q2 2022 in Review

320 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Schwab Intermediately-Term US Treasury ETF (SCHR) for Q2 2022, worth a combined $6.32B — up 85% from $3.41B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new SCHR positions and 38 closed out — a net gain of 5 holders — while 107 added to existing stakes and 121 trimmed.

The largest buyer was Charles Schwab Investment Advisory, adding an estimated $3.15B. The largest seller was JP Morgan Chase, cutting an estimated $300M.

  • 320 institutional investors held Schwab Intermediately-Term US Treasury ETF (SCHR) as of Q2 2022, up from 318 in Q1 2022.
  • Funds reported $6.32B of Schwab Intermediately-Term US Treasury ETF stock for Q2 2022, up 85% quarter-over-quarter.
  • 43 funds opened new Schwab Intermediately-Term US Treasury ETF positions in Q2 2022 and 38 closed out, a net change of +5 holders.
  • The largest Schwab Intermediately-Term US Treasury ETF buyer in Q2 2022 was Charles Schwab Investment Advisory, an estimated $3.15B added.
  • The largest Schwab Intermediately-Term US Treasury ETF seller in Q2 2022 was JP Morgan Chase, an estimated $300M sold.

Based on aggregated 13F filings for Q2 2022.