Schwab Intermediately-Term US Treasury ETF
SCHR
293 hedge funds and large institutions have $2.82B invested in Schwab Intermediately-Term US Treasury ETF in 2020 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 113 increasing their positions, 81 reducing their positions, and 20 closing their positions.
170% more first-time investments, than exits
New positions opened: 54 | Existing positions closed: 20
40% more repeat investments, than reductions
Existing positions increased: 113 | Existing positions reduced: 81
35% more capital invested
Capital invested by funds: $2.08B → $2.82B (+$736M)
35% more funds holding in top 10
Funds holding in top 10: 17 → 23 (+6)
21.44% more ownership
Funds ownership: 121.34% → 142.77% (+21%)
12% more funds holding
Funds holding: 261 → 293 (+32)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$640M |
| 2 |
I2I
Insight 2811 Inc
Chicago,
Illinois
|
+$47.1M |
| 3 |
Creative Planning
Overland Park,
Kansas
|
+$23.6M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$18M |
| 5 |
Stifel Financial
St. Louis,
Missouri
|
+$18M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TI
Tidal Investments
Milwaukee,
Wisconsin
|
-$73.4M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$49.8M |
| 3 |
YAL
Your Advocates Ltd
Houston,
Texas
|
-$12.2M |
| 4 |
Jane Street
New York
|
-$10.3M |
| 5 |
TI
tru Independence
Portland,
Oregon
|
-$5.76M |
SCHR Hedge Fund Activity: Q4 2020 in Review
293 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Schwab Intermediately-Term US Treasury ETF (SCHR) for Q4 2020, worth a combined $2.82B — up 35% from $2.08B a quarter earlier.
Buyers outnumbered sellers: 54 funds opened new SCHR positions and 20 closed out — a net gain of 34 holders — while 113 added to existing stakes and 81 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $640M. The largest seller was Tidal Investments, exiting entirely with an estimated $73.4M sold.
- 293 institutional investors held Schwab Intermediately-Term US Treasury ETF (SCHR) as of Q4 2020, up from 261 in Q3 2020.
- Funds reported $2.82B of Schwab Intermediately-Term US Treasury ETF stock for Q4 2020, up 35% quarter-over-quarter.
- 54 funds opened new Schwab Intermediately-Term US Treasury ETF positions in Q4 2020 and 20 closed out, a net change of +34 holders.
- The largest Schwab Intermediately-Term US Treasury ETF buyer in Q4 2020 was JP Morgan Chase, an estimated $640M added.
- The largest Schwab Intermediately-Term US Treasury ETF seller in Q4 2020 was Tidal Investments, an estimated $73.4M sold.
Based on aggregated 13F filings for Q4 2020.