Schwab Intermediately-Term US Treasury ETF
SCHR
357 hedge funds and large institutions have $6.65B invested in Schwab Intermediately-Term US Treasury ETF in 2022 Q4 according to their latest regulatory filings, with 72 funds opening new positions, 100 increasing their positions, 140 reducing their positions, and 41 closing their positions.
76% more first-time investments, than exits
New positions opened: 72 | Existing positions closed: 41
8% more funds holding
Funds holding: 330 → 357 (+27)
8% more funds holding in top 10
Funds holding in top 10: 26 → 28 (+2)
3.31% less ownership
Funds ownership: 178.73% → 175.43% (-3.3%)
6% less capital invested
Capital invested by funds: $7.08B → $6.65B (-$435M)
29% less repeat investments, than reductions
Existing positions increased: 100 | Existing positions reduced: 140
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$81.4M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$20.8M |
| 3 |
Morgan Stanley
New York
|
+$20.3M |
| 4 |
GP
Greenline Partners
New York
|
+$18.1M |
| 5 |
KL
KilterHowling LLC
Boulder,
Colorado
|
+$14.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$358M |
| 2 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
-$115M |
| 3 |
FTUS
Flow Traders U.S.
New York
|
-$43.2M |
| 4 |
MAM
Madison Asset Management
Madison,
Wisconsin
|
-$34.9M |
| 5 |
Charles Schwab
San Francisco,
California
|
-$26.4M |
SCHR Hedge Fund Activity: Q4 2022 in Review
357 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Schwab Intermediately-Term US Treasury ETF (SCHR) for Q4 2022, worth a combined $6.65B — down 6.1% from $7.08B a quarter earlier.
Buyers outnumbered sellers: 72 funds opened new SCHR positions and 41 closed out — a net gain of 31 holders — while 100 added to existing stakes and 140 trimmed.
The largest buyer was Goldman Sachs, adding an estimated $81.4M. The largest seller was JP Morgan Chase, cutting an estimated $358M.
- 357 institutional investors held Schwab Intermediately-Term US Treasury ETF (SCHR) as of Q4 2022, up from 330 in Q3 2022.
- Funds reported $6.65B of Schwab Intermediately-Term US Treasury ETF stock for Q4 2022, down 6.1% quarter-over-quarter.
- 72 funds opened new Schwab Intermediately-Term US Treasury ETF positions in Q4 2022 and 41 closed out, a net change of +31 holders.
- The largest Schwab Intermediately-Term US Treasury ETF buyer in Q4 2022 was Goldman Sachs, an estimated $81.4M added.
- The largest Schwab Intermediately-Term US Treasury ETF seller in Q4 2022 was JP Morgan Chase, an estimated $358M sold.
Based on aggregated 13F filings for Q4 2022.