Schwab Short-Term US Treasury ETF
SCHO
457 hedge funds and large institutions have $4.18B invested in Schwab Short-Term US Treasury ETF in 2020 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 171 increasing their positions, 176 reducing their positions, and 31 closing their positions.
119% more first-time investments, than exits
New positions opened: 68 | Existing positions closed: 31
51% more funds holding in top 10
Funds holding in top 10: 53 → 80 (+27)
43% more capital invested
Capital invested by funds: $2.93B → $4.18B (+$1.25B)
14.08% more ownership
Funds ownership: 111.7% → 125.77% (+14%)
8% more funds holding
Funds holding: 424 → 457 (+33)
3% less repeat investments, than reductions
Existing positions increased: 171 | Existing positions reduced: 176
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$307M |
| 2 |
WI
WBI Investments
Red Bank,
New Jersey
|
+$116M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$105M |
| 4 |
NA
NextCapital Advisers
Chicago,
Illinois
|
+$102M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$56.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MWM
MinichMacGregor Wealth Management
Saratoga Springs,
New York
|
-$21M |
| 2 |
FHA
First Horizon Advisors
Memphis,
Tennessee
|
-$18.2M |
| 3 |
SFSG
Stearns Financial Services Group
Greensboro,
North Carolina
|
-$16.3M |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$15.7M |
| 5 |
Stifel Financial
St. Louis,
Missouri
|
-$14M |
SCHO Hedge Fund Activity: Q1 2020 in Review
457 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Schwab Short-Term US Treasury ETF (SCHO) for Q1 2020, worth a combined $4.18B — up 43% from $2.93B a quarter earlier.
Buyers outnumbered sellers: 68 funds opened new SCHO positions and 31 closed out — a net gain of 37 holders — while 171 added to existing stakes and 176 trimmed.
The largest buyer was Bank of America, adding an estimated $307M. The largest seller was MinichMacGregor Wealth Management, exiting entirely with an estimated $21M sold.
- 457 institutional investors held Schwab Short-Term US Treasury ETF (SCHO) as of Q1 2020, up from 424 in Q4 2019.
- Funds reported $4.18B of Schwab Short-Term US Treasury ETF stock for Q1 2020, up 43% quarter-over-quarter.
- 68 funds opened new Schwab Short-Term US Treasury ETF positions in Q1 2020 and 31 closed out, a net change of +37 holders.
- The largest Schwab Short-Term US Treasury ETF buyer in Q1 2020 was Bank of America, an estimated $307M added.
- The largest Schwab Short-Term US Treasury ETF seller in Q1 2020 was MinichMacGregor Wealth Management, an estimated $21M sold.
Based on aggregated 13F filings for Q1 2020.