Schwab Intermediately-Term US Treasury ETF
SCHR
329 hedge funds and large institutions have $7.09B invested in Schwab Intermediately-Term US Treasury ETF in 2022 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 111 increasing their positions, 120 reducing their positions, and 34 closing their positions.
35% more first-time investments, than exits
New positions opened: 46 | Existing positions closed: 34
12% more capital invested
Capital invested by funds: $6.32B → $7.09B (+$764M)
8% more funds holding in top 10
Funds holding in top 10: 24 → 26 (+2)
3% more funds holding
Funds holding: 319 → 329 (+10)
0.6% more ownership
Funds ownership: 178.13% → 178.73% (+0.6%)
8% less repeat investments, than reductions
Existing positions increased: 111 | Existing positions reduced: 120
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$501M |
| 2 |
JP Morgan Chase
New York
|
+$358M |
| 3 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$244M |
| 4 |
FTUS
Flow Traders U.S.
New York
|
+$45.8M |
| 5 |
BWM
BerganKDV Wealth Management
Bloomington,
Minnesota
|
+$27.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$84M |
| 2 |
Jane Street
New York
|
-$75.9M |
| 3 |
MAM
Madison Asset Management
Madison,
Wisconsin
|
-$41.4M |
| 4 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
-$7.24M |
| 5 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
-$5.85M |
SCHR Hedge Fund Activity: Q3 2022 in Review
329 of the 5,828 institutional investors tracked by Wall St. Rank reported a position in Schwab Intermediately-Term US Treasury ETF (SCHR) for Q3 2022, worth a combined $7.09B — up 12% from $6.32B a quarter earlier.
Buyers outnumbered sellers: 46 funds opened new SCHR positions and 34 closed out — a net gain of 12 holders — while 111 added to existing stakes and 120 trimmed.
The largest buyer was LPL Financial, adding an estimated $501M. The largest seller was Royal Bank of Canada, cutting an estimated $84M.
- 329 institutional investors held Schwab Intermediately-Term US Treasury ETF (SCHR) as of Q3 2022, up from 319 in Q2 2022.
- Funds reported $7.09B of Schwab Intermediately-Term US Treasury ETF stock for Q3 2022, up 12% quarter-over-quarter.
- 46 funds opened new Schwab Intermediately-Term US Treasury ETF positions in Q3 2022 and 34 closed out, a net change of +12 holders.
- The largest Schwab Intermediately-Term US Treasury ETF buyer in Q3 2022 was LPL Financial, an estimated $501M added.
- The largest Schwab Intermediately-Term US Treasury ETF seller in Q3 2022 was Royal Bank of Canada, an estimated $84M sold.
Based on aggregated 13F filings for Q3 2022.