Schwab Intermediately-Term US Treasury ETF
SCHR
392 hedge funds and large institutions have $6.82B invested in Schwab Intermediately-Term US Treasury ETF in 2023 Q4 according to their latest regulatory filings, with 72 funds opening new positions, 137 increasing their positions, 126 reducing their positions, and 46 closing their positions.
57% more first-time investments, than exits
New positions opened: 72 | Existing positions closed: 46
48% more capital inflows, than outflows
Capital inflows: $543M | Capital outflows: $366M
27% more funds holding in top 10
Funds holding in top 10: 22 → 28 (+6)
6% more funds holding
Funds holding: 369 → 392 (+23)
9% more repeat investments, than reductions
Existing positions increased: 137 | Existing positions reduced: 126
6% more call options, than puts
Call options by funds: $164K | Put options by funds: $154K
0.13% more ownership
Funds ownership: 86.9% → 87.03% (+0.13%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Charles Schwab Investment Advisory
San Francisco,
California
|
+$108M |
| 2 |
Pacific Sage Partners
Edmonds,
Washington
|
+$59.6M |
| 3 |
Busey Bank
Urbana,
Illinois
|
+$31.2M |
| 4 |
True North Advisors
Dallas,
Texas
|
+$26M |
| 5 |
Crane Advisory
Fullerton,
California
|
+$22.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$185M |
| 2 |
AssetMark Inc
Concord,
California
|
-$30.7M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$20.4M |
| 4 |
Tidal Investments
Milwaukee,
Wisconsin
|
-$10.4M |
| 5 |
Morgan Stanley
New York
|
-$10.2M |
SCHR Hedge Fund Activity: Q4 2023 in Review
392 of the 6,876 institutional investors tracked by Wall St. Rank reported a position in Schwab Intermediately-Term US Treasury ETF (SCHR) for Q4 2023, worth a combined $6.82B — up 6.5% from $6.41B a quarter earlier.
Buyers outnumbered sellers: 72 funds opened new SCHR positions and 46 closed out — a net gain of 26 holders — while 137 added to existing stakes and 126 trimmed.
The largest buyer was Charles Schwab Investment Advisory, adding an estimated $108M. The largest seller was JP Morgan Chase, cutting an estimated $185M.
- 392 institutional investors held Schwab Intermediately-Term US Treasury ETF (SCHR) as of Q4 2023, up from 369 in Q3 2023.
- Funds reported $6.82B of Schwab Intermediately-Term US Treasury ETF stock for Q4 2023, up 6.5% quarter-over-quarter.
- 72 funds opened new Schwab Intermediately-Term US Treasury ETF positions in Q4 2023 and 46 closed out, a net change of +26 holders.
- The largest Schwab Intermediately-Term US Treasury ETF buyer in Q4 2023 was Charles Schwab Investment Advisory, an estimated $108M added.
- The largest Schwab Intermediately-Term US Treasury ETF seller in Q4 2023 was JP Morgan Chase, an estimated $185M sold.
Based on aggregated 13F filings for Q4 2023.