Schwab Short-Term US Treasury ETF
SCHO
307 hedge funds and large institutions have $2.38B invested in Schwab Short-Term US Treasury ETF in 2018 Q4 according to their latest regulatory filings, with 84 funds opening new positions, 120 increasing their positions, 77 reducing their positions, and 27 closing their positions.
211% more first-time investments, than exits
New positions opened: 84 | Existing positions closed: 27
83% more capital invested
Capital invested by funds: $1.3B → $2.38B (+$1.08B)
62% more funds holding in top 10
Funds holding in top 10: 29 → 47 (+18)
56% more repeat investments, than reductions
Existing positions increased: 120 | Existing positions reduced: 77
27.66% more ownership
Funds ownership: 87.45% → 115.11% (+28%)
22% more funds holding
Funds holding: 252 → 307 (+55)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DF
Donoghue Forlines
Boston,
Massachusetts
|
+$168M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$94.4M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$82.9M |
| 4 |
HCM
Hilton Capital Management
Garden City,
New York
|
+$62.1M |
| 5 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
+$53.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IA
IndexIQ Advisors
New York
|
-$21.9M |
| 2 |
FIMG
Financial & Investment Management Group
Traverse City,
Michigan
|
-$13.5M |
| 3 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$13M |
| 4 |
MWM
MinichMacGregor Wealth Management
Saratoga Springs,
New York
|
-$11.2M |
| 5 |
Jane Street
New York
|
-$9.66M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BWP
326
Baldwin Wealth Partners
Marion,
Massachusetts
| – | -$40K | -1,616 | Closed |
|
|
WAM
327
Wealthspire Advisors (Maryland)
Potomac,
Maryland
| – | -$39K | -1,562 | Closed |
|
|
PWAG
328
Polaris Wealth Advisory Group
San Rafael,
California
| – | -$23K | -946 | Closed |
|
|
SGAM
329
Stephens Group Asset Management
Little Rock,
Arkansas
| – | -$11K | -450 | Closed |
|
|
SWA
330
Sutton Wealth Advisors
Tampa,
Florida
| – | -$496 | -20 | Closed |
|
331
Fidelity Investments
Boston,
Massachusetts
| – | +$99 | +4 | New |
|
|
SFG
332
SevenBridge Financial Group
Harrisburg,
Pennsylvania
| – | +$397 | +16 | New |
|
|
ASN
333
Advisory Services Network
Atlanta,
Georgia
| – | +$496 | +20 | New |
|
SCHO Hedge Fund Activity: Q4 2018 in Review
307 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Schwab Short-Term US Treasury ETF (SCHO) for Q4 2018, worth a combined $2.38B — up 83% from $1.3B a quarter earlier.
Buyers outnumbered sellers: 84 funds opened new SCHO positions and 27 closed out — a net gain of 57 holders — while 120 added to existing stakes and 77 trimmed.
The largest buyer was Donoghue Forlines, adding an estimated $168M. The largest seller was IndexIQ Advisors, cutting an estimated $21.9M.
- 307 institutional investors held Schwab Short-Term US Treasury ETF (SCHO) as of Q4 2018, up from 252 in Q3 2018.
- Funds reported $2.38B of Schwab Short-Term US Treasury ETF stock for Q4 2018, up 83% quarter-over-quarter.
- 84 funds opened new Schwab Short-Term US Treasury ETF positions in Q4 2018 and 27 closed out, a net change of +57 holders.
- The largest Schwab Short-Term US Treasury ETF buyer in Q4 2018 was Donoghue Forlines, an estimated $168M added.
- The largest Schwab Short-Term US Treasury ETF seller in Q4 2018 was IndexIQ Advisors, an estimated $21.9M sold.
Based on aggregated 13F filings for Q4 2018.