Schwab Intermediately-Term US Treasury ETF
SCHR
314 hedge funds and large institutions have $2.52B invested in Schwab Intermediately-Term US Treasury ETF in 2021 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 112 increasing their positions, 95 reducing their positions, and 34 closing their positions.
68% more first-time investments, than exits
New positions opened: 57 | Existing positions closed: 34
19% more funds holding in top 10
Funds holding in top 10: 16 → 19 (+3)
18% more repeat investments, than reductions
Existing positions increased: 112 | Existing positions reduced: 95
6% more funds holding
Funds holding: 296 → 314 (+18)
2.61% less ownership
Funds ownership: 151.06% → 148.45% (-2.6%)
13% less capital invested
Capital invested by funds: $2.91B → $2.52B (-$393M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MIM
Morningstar Investment Management
Chicago,
Illinois
|
+$44.6M |
| 2 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$42.1M |
| 3 |
Jane Street
New York
|
+$34.8M |
| 4 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$16.8M |
| 5 |
SFA
Sequoia Financial Advisors
Akron,
Ohio
|
+$16.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$517M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$42.6M |
| 3 |
I2I
Insight 2811 Inc
Chicago,
Illinois
|
-$42.2M |
| 4 |
TCM
Tradewinds Capital Management
Bellingham,
Washington
|
-$27.8M |
| 5 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
-$9.4M |
SCHR Hedge Fund Activity: Q4 2021 in Review
314 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Schwab Intermediately-Term US Treasury ETF (SCHR) for Q4 2021, worth a combined $2.52B — down 13% from $2.91B a quarter earlier.
Buyers outnumbered sellers: 57 funds opened new SCHR positions and 34 closed out — a net gain of 23 holders — while 112 added to existing stakes and 95 trimmed.
The largest buyer was Morningstar Investment Management, adding an estimated $44.6M. The largest seller was JP Morgan Chase, cutting an estimated $517M.
- 314 institutional investors held Schwab Intermediately-Term US Treasury ETF (SCHR) as of Q4 2021, up from 296 in Q3 2021.
- Funds reported $2.52B of Schwab Intermediately-Term US Treasury ETF stock for Q4 2021, down 13% quarter-over-quarter.
- 57 funds opened new Schwab Intermediately-Term US Treasury ETF positions in Q4 2021 and 34 closed out, a net change of +23 holders.
- The largest Schwab Intermediately-Term US Treasury ETF buyer in Q4 2021 was Morningstar Investment Management, an estimated $44.6M added.
- The largest Schwab Intermediately-Term US Treasury ETF seller in Q4 2021 was JP Morgan Chase, an estimated $517M sold.
Based on aggregated 13F filings for Q4 2021.