Schwab Intermediately-Term US Treasury ETF
SCHR
138 hedge funds and large institutions have $2.32B invested in Schwab Intermediately-Term US Treasury ETF in 2018 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 64 increasing their positions, 34 reducing their positions, and 15 closing their positions.
155% more capital invested
Capital invested by funds: $911M → $2.32B (+$1.41B)
88% more repeat investments, than reductions
Existing positions increased: 64 | Existing positions reduced: 34
47% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 15
29.64% more ownership
Funds ownership: 138.32% → 167.96% (+30%)
22% more funds holding in top 10
Funds holding in top 10: 9 → 11 (+2)
4% more funds holding
Funds holding: 133 → 138 (+5)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$1.38B |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$30.7M |
| 3 |
SP
SWS Partners
Columbus,
Ohio
|
+$7.08M |
| 4 |
TCM
Towercrest Capital Management
Newtown,
Pennsylvania
|
+$6.13M |
| 5 |
MIH
Madison Investment Holdings
Madison,
Wisconsin
|
+$5.09M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$10M |
| 2 |
FIMG
Financial & Investment Management Group
Traverse City,
Michigan
|
-$7.12M |
| 3 |
EF
Empirical Finance
Havertown,
Pennsylvania
|
-$4.04M |
| 4 |
ACG
Allen Capital Group
Grand Island,
Nebraska
|
-$2.82M |
| 5 |
CCA
Cobblestone Capital Advisors
Rochester,
New York
|
-$1.02M |
SCHR Hedge Fund Activity: Q2 2018 in Review
138 of the 4,385 institutional investors tracked by Wall St. Rank reported a position in Schwab Intermediately-Term US Treasury ETF (SCHR) for Q2 2018, worth a combined $2.32B — up 155% from $911M a quarter earlier.
Buyers outnumbered sellers: 22 funds opened new SCHR positions and 15 closed out — a net gain of 7 holders — while 64 added to existing stakes and 34 trimmed.
The largest buyer was Charles Schwab Investment Advisory, adding an estimated $1.38B. The largest seller was Jane Street, exiting entirely with an estimated $10M sold.
- 138 institutional investors held Schwab Intermediately-Term US Treasury ETF (SCHR) as of Q2 2018, up from 133 in Q1 2018.
- Funds reported $2.32B of Schwab Intermediately-Term US Treasury ETF stock for Q2 2018, up 155% quarter-over-quarter.
- 22 funds opened new Schwab Intermediately-Term US Treasury ETF positions in Q2 2018 and 15 closed out, a net change of +7 holders.
- The largest Schwab Intermediately-Term US Treasury ETF buyer in Q2 2018 was Charles Schwab Investment Advisory, an estimated $1.38B added.
- The largest Schwab Intermediately-Term US Treasury ETF seller in Q2 2018 was Jane Street, an estimated $10M sold.
Based on aggregated 13F filings for Q2 2018.