Schwab Intermediately-Term US Treasury ETF
SCHR
293 hedge funds and large institutions have $2.91B invested in Schwab Intermediately-Term US Treasury ETF in 2021 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 112 increasing their positions, 89 reducing their positions, and 37 closing their positions.
26% more repeat investments, than reductions
Existing positions increased: 112 | Existing positions reduced: 89
11% more first-time investments, than exits
New positions opened: 41 | Existing positions closed: 37
4.67% more ownership
Funds ownership: 142.77% → 147.44% (+4.7%)
3% more capital invested
Capital invested by funds: $2.82B → $2.91B (+$88.4M)
0% more funds holding
Funds holding: 293 → 293 (0)
26% less funds holding in top 10
Funds holding in top 10: 23 → 17 (-6)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$116M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$23.6M |
| 3 |
MAM
Madison Asset Management
Madison,
Wisconsin
|
+$22.3M |
| 4 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$20.5M |
| 5 |
Jane Street
New York
|
+$18.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$41.4M |
| 2 |
WAM
WNY Asset Management
Williamsville,
New York
|
-$16.2M |
| 3 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
-$11.5M |
| 4 |
SP
SWS Partners
Columbus,
Ohio
|
-$8.76M |
| 5 |
APC
Asset Planning Corporation
Knoxville,
Tennessee
|
-$7.8M |
SCHR Hedge Fund Activity: Q1 2021 in Review
293 of the 5,711 institutional investors tracked by Wall St. Rank reported a position in Schwab Intermediately-Term US Treasury ETF (SCHR) for Q1 2021, worth a combined $2.91B — up 3.1% from $2.82B a quarter earlier.
Buyers outnumbered sellers: 41 funds opened new SCHR positions and 37 closed out — a net gain of 4 holders — while 112 added to existing stakes and 89 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $116M. The largest seller was Ameriprise, cutting an estimated $41.4M.
- 293 institutional investors held Schwab Intermediately-Term US Treasury ETF (SCHR) as of Q1 2021, unchanged from Q4 2020.
- Funds reported $2.91B of Schwab Intermediately-Term US Treasury ETF stock for Q1 2021, up 3.1% quarter-over-quarter.
- 41 funds opened new Schwab Intermediately-Term US Treasury ETF positions in Q1 2021 and 37 closed out, a net change of +4 holders.
- The largest Schwab Intermediately-Term US Treasury ETF buyer in Q1 2021 was JP Morgan Chase, an estimated $116M added.
- The largest Schwab Intermediately-Term US Treasury ETF seller in Q1 2021 was Ameriprise, an estimated $41.4M sold.
Based on aggregated 13F filings for Q1 2021.