Schwab Intermediately-Term US Treasury ETF
SCHR
97 hedge funds and large institutions have $476M invested in Schwab Intermediately-Term US Treasury ETF in 2017 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 38 increasing their positions, 27 reducing their positions, and 5 closing their positions.
280% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 5
41% more repeat investments, than reductions
Existing positions increased: 38 | Existing positions reduced: 27
15% more funds holding
Funds holding: 84 → 97 (+13)
15% more capital invested
Capital invested by funds: $414M → $476M (+$62M)
2.27% more ownership
Funds ownership: 106.72% → 108.99% (+2.3%)
13% less funds holding in top 10
Funds holding in top 10: 8 → 7 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$50.2M |
| 2 |
FIMG
Financial & Investment Management Group
Traverse City,
Michigan
|
+$7.91M |
| 3 |
FIM
Freedom Investment Management
Hartford,
Connecticut
|
+$7.61M |
| 4 |
AWMG
Alliance Wealth Management Group
Flemington,
New Jersey
|
+$6.92M |
| 5 |
Jane Street
New York
|
+$5.46M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SWA
SFMG Wealth Advisors
Plano,
Texas
|
-$14.5M |
| 2 |
IA
IndexIQ Advisors
New York
|
-$8.14M |
| 3 |
FWM
Frontier Wealth Management
Kansas City,
Missouri
|
-$3.39M |
| 4 |
REMPR
Roof Eidam Maycock Peralta (REMP)
San Francisco,
California
|
-$1.73M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.42M |
SCHR Hedge Fund Activity: Q1 2017 in Review
97 of the 4,034 institutional investors tracked by Wall St. Rank reported a position in Schwab Intermediately-Term US Treasury ETF (SCHR) for Q1 2017, worth a combined $476M — up 15% from $414M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new SCHR positions and 5 closed out — a net gain of 14 holders — while 38 added to existing stakes and 27 trimmed.
The largest buyer was Charles Schwab Investment Advisory, adding an estimated $50.2M. The largest seller was SFMG Wealth Advisors, exiting entirely with an estimated $14.5M sold.
- 97 institutional investors held Schwab Intermediately-Term US Treasury ETF (SCHR) as of Q1 2017, up from 84 in Q4 2016.
- Funds reported $476M of Schwab Intermediately-Term US Treasury ETF stock for Q1 2017, up 15% quarter-over-quarter.
- 19 funds opened new Schwab Intermediately-Term US Treasury ETF positions in Q1 2017 and 5 closed out, a net change of +14 holders.
- The largest Schwab Intermediately-Term US Treasury ETF buyer in Q1 2017 was Charles Schwab Investment Advisory, an estimated $50.2M added.
- The largest Schwab Intermediately-Term US Treasury ETF seller in Q1 2017 was SFMG Wealth Advisors, an estimated $14.5M sold.
Based on aggregated 13F filings for Q1 2017.