Schwab Intermediately-Term US Treasury ETF
SCHR
385 hedge funds and large institutions have $8.97B invested in Schwab Intermediately-Term US Treasury ETF in 2024 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 186 increasing their positions, 101 reducing their positions, and 39 closing their positions.
2,846% more capital inflows, than outflows
Capital inflows: $1.97B | Capital outflows: $67M
84% more repeat investments, than reductions
Existing positions increased: 186 | Existing positions reduced: 101
31% more funds holding in top 10
Funds holding in top 10: 26 → 34 (+8)
3.14% more ownership
Funds ownership: 84.17% → 87.31% (+3.1%)
5% more first-time investments, than exits
New positions opened: 41 | Existing positions closed: 39
0% less funds holding
Funds holding: 386 → 385 (-1)
93% less call options, than puts
Call options by funds: $61K | Put options by funds: $845K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Charles Schwab
San Francisco,
California
|
+$1.22B |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$175M |
| 3 |
Jane Street
New York
|
+$97.6M |
| 4 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$55.2M |
| 5 |
Cornerstone Wealth Advisors
Edina,
Minnesota
|
+$32.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$8.37M |
| 2 |
Vident Advisory
Alpharetta,
Georgia
|
-$8.08M |
| 3 |
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
-$6.62M |
| 4 |
Creative Planning
Overland Park,
Kansas
|
-$5.39M |
| 5 |
JP Morgan Chase
New York
|
-$3.3M |
SCHR Hedge Fund Activity: Q3 2024 in Review
385 of the 6,985 institutional investors tracked by Wall St. Rank reported a position in Schwab Intermediately-Term US Treasury ETF (SCHR) for Q3 2024, worth a combined $8.97B — up 32% from $6.81B a quarter earlier.
Buyers outnumbered sellers: 41 funds opened new SCHR positions and 39 closed out — a net gain of 2 holders — while 186 added to existing stakes and 101 trimmed.
The largest buyer was Charles Schwab, adding an estimated $1.22B. The largest seller was Thrivent Financial for Lutherans, exiting entirely with an estimated $8.37M sold.
- 385 institutional investors held Schwab Intermediately-Term US Treasury ETF (SCHR) as of Q3 2024, down from 386 in Q2 2024.
- Funds reported $8.97B of Schwab Intermediately-Term US Treasury ETF stock for Q3 2024, up 32% quarter-over-quarter.
- 41 funds opened new Schwab Intermediately-Term US Treasury ETF positions in Q3 2024 and 39 closed out, a net change of +2 holders.
- The largest Schwab Intermediately-Term US Treasury ETF buyer in Q3 2024 was Charles Schwab, an estimated $1.22B added.
- The largest Schwab Intermediately-Term US Treasury ETF seller in Q3 2024 was Thrivent Financial for Lutherans, an estimated $8.37M sold.
Based on aggregated 13F filings for Q3 2024.