Schwab Intermediately-Term US Treasury ETF
SCHR
127 hedge funds and large institutions have $743M invested in Schwab Intermediately-Term US Treasury ETF in 2017 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 53 increasing their positions, 27 reducing their positions, and 6 closing their positions.
433% more first-time investments, than exits
New positions opened: 32 | Existing positions closed: 6
96% more repeat investments, than reductions
Existing positions increased: 53 | Existing positions reduced: 27
43% more funds holding in top 10
Funds holding in top 10: 7 → 10 (+3)
26% more funds holding
Funds holding: 101 → 127 (+26)
11% more capital invested
Capital invested by funds: $670M → $743M (+$72.7M)
4.56% more ownership
Funds ownership: 123.32% → 127.89% (+4.6%)
Top Buyers
| 1 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$62.9M |
| 2 |
CCA
Cobblestone Capital Advisors
Rochester,
New York
|
+$9.48M |
| 3 |
AB
AT Bancorp
Dubuque,
Iowa
|
+$5.69M |
| 4 |
Jane Street
New York
|
+$3.94M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$2.39M |
Top Sellers
SCHR Hedge Fund Activity: Q4 2017 in Review
127 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Schwab Intermediately-Term US Treasury ETF (SCHR) for Q4 2017, worth a combined $743M — up 11% from $670M a quarter earlier.
Buyers outnumbered sellers: 32 funds opened new SCHR positions and 6 closed out — a net gain of 26 holders — while 53 added to existing stakes and 27 trimmed.
The largest buyer was Charles Schwab Investment Advisory, adding an estimated $62.9M. The largest seller was Madison Investment Holdings, cutting an estimated $23.7M.
- 127 institutional investors held Schwab Intermediately-Term US Treasury ETF (SCHR) as of Q4 2017, up from 101 in Q3 2017.
- Funds reported $743M of Schwab Intermediately-Term US Treasury ETF stock for Q4 2017, up 11% quarter-over-quarter.
- 32 funds opened new Schwab Intermediately-Term US Treasury ETF positions in Q4 2017 and 6 closed out, a net change of +26 holders.
- The largest Schwab Intermediately-Term US Treasury ETF buyer in Q4 2017 was Charles Schwab Investment Advisory, an estimated $62.9M added.
- The largest Schwab Intermediately-Term US Treasury ETF seller in Q4 2017 was Madison Investment Holdings, an estimated $23.7M sold.
Based on aggregated 13F filings for Q4 2017.