Schwab Intermediately-Term US Treasury ETF
SCHR
261 hedge funds and large institutions have $2.08B invested in Schwab Intermediately-Term US Treasury ETF in 2020 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 117 increasing their positions, 65 reducing their positions, and 20 closing their positions.
80% more repeat investments, than reductions
Existing positions increased: 117 | Existing positions reduced: 65
35% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 20
2% more funds holding
Funds holding: 256 → 261 (+5)
4% more capital invested
Capital invested by funds: $2B → $2.08B (+$84.9M)
0% more funds holding in top 10
Funds holding in top 10: 17 → 17 (0)
0.54% less ownership
Funds ownership: 121.87% → 121.34% (-0.54%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TI
Tidal Investments
Milwaukee,
Wisconsin
|
+$73.4M |
| 2 |
Stifel Financial
St. Louis,
Missouri
|
+$32.2M |
| 3 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$21.1M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$19.6M |
| 5 |
JP Morgan Chase
New York
|
+$13.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AssetMark Inc
Concord,
California
|
-$27M |
| 2 |
TCM
Tradewinds Capital Management
Bellingham,
Washington
|
-$23.7M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$19.7M |
| 4 |
FIG
FundX Investment Group
San Francisco,
California
|
-$16.2M |
| 5 |
AF
Advisornet Financial
Minnetonka,
Minnesota
|
-$8.89M |
SCHR Hedge Fund Activity: Q3 2020 in Review
261 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Schwab Intermediately-Term US Treasury ETF (SCHR) for Q3 2020, worth a combined $2.08B — up 4.3% from $2B a quarter earlier.
Buyers outnumbered sellers: 27 funds opened new SCHR positions and 20 closed out — a net gain of 7 holders — while 117 added to existing stakes and 65 trimmed.
The largest buyer was Tidal Investments, opening a new position worth an estimated $73.4M. The largest seller was AssetMark Inc, cutting an estimated $27M.
- 261 institutional investors held Schwab Intermediately-Term US Treasury ETF (SCHR) as of Q3 2020, up from 256 in Q2 2020.
- Funds reported $2.08B of Schwab Intermediately-Term US Treasury ETF stock for Q3 2020, up 4.3% quarter-over-quarter.
- 27 funds opened new Schwab Intermediately-Term US Treasury ETF positions in Q3 2020 and 20 closed out, a net change of +7 holders.
- The largest Schwab Intermediately-Term US Treasury ETF buyer in Q3 2020 was Tidal Investments, an estimated $73.4M added.
- The largest Schwab Intermediately-Term US Treasury ETF seller in Q3 2020 was AssetMark Inc, an estimated $27M sold.
Based on aggregated 13F filings for Q3 2020.