Schwab Intermediately-Term US Treasury ETF
SCHR
250 hedge funds and large institutions have $3.71B invested in Schwab Intermediately-Term US Treasury ETF in 2020 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 77 increasing their positions, 85 reducing their positions, and 34 closing their positions.
53% more funds holding in top 10
Funds holding in top 10: 17 → 26 (+9)
53% more first-time investments, than exits
New positions opened: 52 | Existing positions closed: 34
5% more funds holding
Funds holding: 237 → 250 (+13)
9% less repeat investments, than reductions
Existing positions increased: 77 | Existing positions reduced: 85
2.34% less ownership
Funds ownership: 78.64% → 76.3% (-2.3%)
44% less capital inflows, than outflows
Capital inflows: $282M | Capital outflows: $503M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AssetMark Inc
Concord,
California
|
+$29M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$18.6M |
| 3 |
Roof Eidam Maycock Peralta (REMP)
San Francisco,
California
|
+$18M |
| 4 |
Fiduciary Trust International of Pennsylvania
Radnor,
Pennsylvania
|
+$14.8M |
| 5 |
Blue Sky Asset Management
Greenwood Village,
Colorado
|
+$11.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Charles Schwab Investment Advisory
San Francisco,
California
|
-$323M |
| 2 |
Madison Asset Management
Madison,
Wisconsin
|
-$28.7M |
| 3 |
Morningstar Investment Management
Chicago,
Illinois
|
-$18.6M |
| 4 |
Northwest Capital Management
Lake Oswego,
Oregon
|
-$15.2M |
| 5 |
SteelPeak Wealth
Woodland Hills,
California
|
-$12.8M |
SCHR Hedge Fund Activity: Q1 2020 in Review
250 of the 4,549 institutional investors tracked by Wall St. Rank reported a position in Schwab Intermediately-Term US Treasury ETF (SCHR) for Q1 2020, worth a combined $3.71B — down 0.22% from $3.71B a quarter earlier.
Buyers outnumbered sellers: 52 funds opened new SCHR positions and 34 closed out — a net gain of 18 holders — while 77 added to existing stakes and 85 trimmed.
The largest buyer was AssetMark Inc, opening a new position worth an estimated $29M. The largest seller was Charles Schwab Investment Advisory, cutting an estimated $323M.
- 250 institutional investors held Schwab Intermediately-Term US Treasury ETF (SCHR) as of Q1 2020, up from 237 in Q4 2019.
- Funds reported $3.71B of Schwab Intermediately-Term US Treasury ETF stock for Q1 2020, down 0.22% quarter-over-quarter.
- 52 funds opened new Schwab Intermediately-Term US Treasury ETF positions in Q1 2020 and 34 closed out, a net change of +18 holders.
- The largest Schwab Intermediately-Term US Treasury ETF buyer in Q1 2020 was AssetMark Inc, an estimated $29M added.
- The largest Schwab Intermediately-Term US Treasury ETF seller in Q1 2020 was Charles Schwab Investment Advisory, an estimated $323M sold.
Based on aggregated 13F filings for Q1 2020.