Schwab Intermediately-Term US Treasury ETF
SCHR
237 hedge funds and large institutions have $3.71B invested in Schwab Intermediately-Term US Treasury ETF in 2019 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 83 increasing their positions, 63 reducing their positions, and 28 closing their positions.
107% more first-time investments, than exits
New positions opened: 58 | Existing positions closed: 28
32% more repeat investments, than reductions
Existing positions increased: 83 | Existing positions reduced: 63
13% more funds holding
Funds holding: 210 → 237 (+27)
0% less capital invested
Capital invested by funds: $3.73B → $3.71B (-$18.4M)
4.05% less ownership
Funds ownership: 161.33% → 157.28% (-4.1%)
11% less funds holding in top 10
Funds holding in top 10: 19 → 17 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$113M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$43.3M |
| 3 |
Jane Street
New York
|
+$9.22M |
| 4 |
MIM
Morningstar Investment Management
Chicago,
Illinois
|
+$7.15M |
| 5 |
KLC
Knowledge Leaders Capital
Denver,
Colorado
|
+$5.65M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$58.5M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$19.3M |
| 3 |
FTIOP
Fiduciary Trust International of Pennsylvania
Radnor,
Pennsylvania
|
-$11.9M |
| 4 |
WP
WealthSource Partners
San Luis Obispo,
California
|
-$8.78M |
| 5 |
IA
IndexIQ Advisors
New York
|
-$8.4M |
SCHR Hedge Fund Activity: Q4 2019 in Review
237 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Schwab Intermediately-Term US Treasury ETF (SCHR) for Q4 2019, worth a combined $3.71B — down 0.49% from $3.73B a quarter earlier.
Buyers outnumbered sellers: 58 funds opened new SCHR positions and 28 closed out — a net gain of 30 holders — while 83 added to existing stakes and 63 trimmed.
The largest buyer was Charles Schwab Investment Advisory, adding an estimated $113M. The largest seller was Envestnet Asset Management, cutting an estimated $58.5M.
- 237 institutional investors held Schwab Intermediately-Term US Treasury ETF (SCHR) as of Q4 2019, up from 210 in Q3 2019.
- Funds reported $3.71B of Schwab Intermediately-Term US Treasury ETF stock for Q4 2019, down 0.49% quarter-over-quarter.
- 58 funds opened new Schwab Intermediately-Term US Treasury ETF positions in Q4 2019 and 28 closed out, a net change of +30 holders.
- The largest Schwab Intermediately-Term US Treasury ETF buyer in Q4 2019 was Charles Schwab Investment Advisory, an estimated $113M added.
- The largest Schwab Intermediately-Term US Treasury ETF seller in Q4 2019 was Envestnet Asset Management, an estimated $58.5M sold.
Based on aggregated 13F filings for Q4 2019.