Schwab Intermediately-Term US Treasury ETF
SCHR
170 hedge funds and large institutions have $2.8B invested in Schwab Intermediately-Term US Treasury ETF in 2018 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 56 increasing their positions, 45 reducing their positions, and 21 closing their positions.
124% more first-time investments, than exits
New positions opened: 47 | Existing positions closed: 21
50% more funds holding in top 10
Funds holding in top 10: 10 → 15 (+5)
24% more repeat investments, than reductions
Existing positions increased: 56 | Existing positions reduced: 45
16% more funds holding
Funds holding: 146 → 170 (+24)
12% more capital invested
Capital invested by funds: $2.49B → $2.8B (+$310M)
3.65% less ownership
Funds ownership: 169.75% → 166.09% (-3.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$79.5M |
| 2 |
MBT
Monroe Bank & Trust
Monroe,
Michigan
|
+$66.4M |
| 3 |
MIH
Madison Investment Holdings
Madison,
Wisconsin
|
+$26.4M |
| 4 |
HCM
Hilton Capital Management
Garden City,
New York
|
+$24.5M |
| 5 |
IA
IndexIQ Advisors
New York
|
+$19.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$28.8M |
| 2 |
AFS
Access Financial Services
Minneapolis,
Minnesota
|
-$23.7M |
| 3 |
CCP
Cardan Capital Partners
Denver,
Colorado
|
-$15.1M |
| 4 |
AWMG
Alliance Wealth Management Group
Flemington,
New Jersey
|
-$6.9M |
| 5 |
TCM
Towercrest Capital Management
Newtown,
Pennsylvania
|
-$6.9M |
SCHR Hedge Fund Activity: Q4 2018 in Review
170 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Schwab Intermediately-Term US Treasury ETF (SCHR) for Q4 2018, worth a combined $2.8B — up 12% from $2.49B a quarter earlier.
Buyers outnumbered sellers: 47 funds opened new SCHR positions and 21 closed out — a net gain of 26 holders — while 56 added to existing stakes and 45 trimmed.
The largest buyer was Charles Schwab Investment Advisory, adding an estimated $79.5M. The largest seller was Jane Street, exiting entirely with an estimated $28.8M sold.
- 170 institutional investors held Schwab Intermediately-Term US Treasury ETF (SCHR) as of Q4 2018, up from 146 in Q3 2018.
- Funds reported $2.8B of Schwab Intermediately-Term US Treasury ETF stock for Q4 2018, up 12% quarter-over-quarter.
- 47 funds opened new Schwab Intermediately-Term US Treasury ETF positions in Q4 2018 and 21 closed out, a net change of +26 holders.
- The largest Schwab Intermediately-Term US Treasury ETF buyer in Q4 2018 was Charles Schwab Investment Advisory, an estimated $79.5M added.
- The largest Schwab Intermediately-Term US Treasury ETF seller in Q4 2018 was Jane Street, an estimated $28.8M sold.
Based on aggregated 13F filings for Q4 2018.