Schwab Intermediately-Term US Treasury ETF
SCHR
146 hedge funds and large institutions have $2.49B invested in Schwab Intermediately-Term US Treasury ETF in 2018 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 70 increasing their positions, 31 reducing their positions, and 17 closing their positions.
126% more repeat investments, than reductions
Existing positions increased: 70 | Existing positions reduced: 31
53% more first-time investments, than exits
New positions opened: 26 | Existing positions closed: 17
8% more capital invested
Capital invested by funds: $2.32B → $2.49B (+$174M)
6% more funds holding
Funds holding: 138 → 146 (+8)
1.78% more ownership
Funds ownership: 167.96% → 169.75% (+1.8%)
9% less funds holding in top 10
Funds holding in top 10: 11 → 10 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$81.4M |
| 2 |
MIH
Madison Investment Holdings
Madison,
Wisconsin
|
+$55.4M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$45.6M |
| 4 |
Jane Street
New York
|
+$29M |
| 5 |
VOYA Investment Management
Atlanta,
Georgia
|
+$23.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$77.1M |
| 2 |
PTCG
Pring Turner Capital Group
Alamo,
California
|
-$5.16M |
| 3 |
AFS
Access Financial Services
Minneapolis,
Minnesota
|
-$4.66M |
| 4 |
FIMG
Financial & Investment Management Group
Traverse City,
Michigan
|
-$3.03M |
| 5 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$1.53M |
SCHR Hedge Fund Activity: Q3 2018 in Review
146 of the 4,391 institutional investors tracked by Wall St. Rank reported a position in Schwab Intermediately-Term US Treasury ETF (SCHR) for Q3 2018, worth a combined $2.49B — up 7.5% from $2.32B a quarter earlier.
Buyers outnumbered sellers: 26 funds opened new SCHR positions and 17 closed out — a net gain of 9 holders — while 70 added to existing stakes and 31 trimmed.
The largest buyer was Charles Schwab Investment Advisory, adding an estimated $81.4M. The largest seller was Ameriprise, cutting an estimated $77.1M.
- 146 institutional investors held Schwab Intermediately-Term US Treasury ETF (SCHR) as of Q3 2018, up from 138 in Q2 2018.
- Funds reported $2.49B of Schwab Intermediately-Term US Treasury ETF stock for Q3 2018, up 7.5% quarter-over-quarter.
- 26 funds opened new Schwab Intermediately-Term US Treasury ETF positions in Q3 2018 and 17 closed out, a net change of +9 holders.
- The largest Schwab Intermediately-Term US Treasury ETF buyer in Q3 2018 was Charles Schwab Investment Advisory, an estimated $81.4M added.
- The largest Schwab Intermediately-Term US Treasury ETF seller in Q3 2018 was Ameriprise, an estimated $77.1M sold.
Based on aggregated 13F filings for Q3 2018.