Schwab Intermediately-Term US Treasury ETF
SCHR
320 hedge funds and large institutions have $6.32B invested in Schwab Intermediately-Term US Treasury ETF in 2022 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 107 increasing their positions, 121 reducing their positions, and 38 closing their positions.
85% more capital invested
Capital invested by funds: $3.41B → $6.32B (+$2.91B)
20% more funds holding in top 10
Funds holding in top 10: 20 → 24 (+4)
18.88% more ownership
Funds ownership: 159.25% → 178.14% (+19%)
13% more first-time investments, than exits
New positions opened: 43 | Existing positions closed: 38
1% more funds holding
Funds holding: 318 → 320 (+2)
12% less repeat investments, than reductions
Existing positions increased: 107 | Existing positions reduced: 121
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$3.15B |
| 2 |
Jane Street
New York
|
+$103M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$48.7M |
| 4 |
CWA
Cornerstone Wealth Advisors
Edina,
Minnesota
|
+$27.1M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$24M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$300M |
| 2 |
MIM
Morningstar Investment Management
Chicago,
Illinois
|
-$31.9M |
| 3 |
5L
55I LLC
Boston,
Massachusetts
|
-$30.4M |
| 4 |
VA
Verdad Advisers
Boston,
Massachusetts
|
-$29.3M |
| 5 |
AssetMark Inc
Concord,
California
|
-$24.6M |
SCHR Hedge Fund Activity: Q2 2022 in Review
320 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Schwab Intermediately-Term US Treasury ETF (SCHR) for Q2 2022, worth a combined $6.32B — up 85% from $3.41B a quarter earlier.
Buyers outnumbered sellers: 43 funds opened new SCHR positions and 38 closed out — a net gain of 5 holders — while 107 added to existing stakes and 121 trimmed.
The largest buyer was Charles Schwab Investment Advisory, adding an estimated $3.15B. The largest seller was JP Morgan Chase, cutting an estimated $300M.
- 320 institutional investors held Schwab Intermediately-Term US Treasury ETF (SCHR) as of Q2 2022, up from 318 in Q1 2022.
- Funds reported $6.32B of Schwab Intermediately-Term US Treasury ETF stock for Q2 2022, up 85% quarter-over-quarter.
- 43 funds opened new Schwab Intermediately-Term US Treasury ETF positions in Q2 2022 and 38 closed out, a net change of +5 holders.
- The largest Schwab Intermediately-Term US Treasury ETF buyer in Q2 2022 was Charles Schwab Investment Advisory, an estimated $3.15B added.
- The largest Schwab Intermediately-Term US Treasury ETF seller in Q2 2022 was JP Morgan Chase, an estimated $300M sold.
Based on aggregated 13F filings for Q2 2022.