Schwab Intermediately-Term US Treasury ETF
SCHR
431 hedge funds and large institutions have $8.65B invested in Schwab Intermediately-Term US Treasury ETF in 2024 Q4 according to their latest regulatory filings, with 82 funds opening new positions, 176 increasing their positions, 125 reducing their positions, and 29 closing their positions.
183% more first-time investments, than exits
New positions opened: 82 | Existing positions closed: 29
41% more repeat investments, than reductions
Existing positions increased: 176 | Existing positions reduced: 125
18% more funds holding in top 10
Funds holding in top 10: 34 → 40 (+6)
12% more funds holding
Funds holding: 385 → 431 (+46)
6% more capital inflows, than outflows
Capital inflows: $536M | Capital outflows: $506M
1.34% less ownership
Funds ownership: 87.31% → 85.97% (-1.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$71.6M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$56.6M |
| 3 |
Charles Schwab
San Francisco,
California
|
+$45.9M |
| 4 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$29.6M |
| 5 |
Baird Financial Group
Milwaukee,
Wisconsin
|
+$18.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$133M |
| 2 |
Jane Street
New York
|
-$101M |
| 3 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$53.3M |
| 4 |
Northwest Capital Management
Lake Oswego,
Oregon
|
-$28.4M |
| 5 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
-$27.6M |
SCHR Hedge Fund Activity: Q4 2024 in Review
431 of the 7,618 institutional investors tracked by Wall St. Rank reported a position in Schwab Intermediately-Term US Treasury ETF (SCHR) for Q4 2024, worth a combined $8.65B — down 3.6% from $8.97B a quarter earlier.
Buyers outnumbered sellers: 82 funds opened new SCHR positions and 29 closed out — a net gain of 53 holders — while 176 added to existing stakes and 125 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $71.6M. The largest seller was Royal Bank of Canada, cutting an estimated $133M.
- 431 institutional investors held Schwab Intermediately-Term US Treasury ETF (SCHR) as of Q4 2024, up from 385 in Q3 2024.
- Funds reported $8.65B of Schwab Intermediately-Term US Treasury ETF stock for Q4 2024, down 3.6% quarter-over-quarter.
- 82 funds opened new Schwab Intermediately-Term US Treasury ETF positions in Q4 2024 and 29 closed out, a net change of +53 holders.
- The largest Schwab Intermediately-Term US Treasury ETF buyer in Q4 2024 was JP Morgan Chase, an estimated $71.6M added.
- The largest Schwab Intermediately-Term US Treasury ETF seller in Q4 2024 was Royal Bank of Canada, an estimated $133M sold.
Based on aggregated 13F filings for Q4 2024.