Schwab Short-Term US Treasury ETF
SCHO
484 hedge funds and large institutions have $6.4B invested in Schwab Short-Term US Treasury ETF in 2021 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 190 increasing their positions, 175 reducing their positions, and 35 closing their positions.
43% more first-time investments, than exits
New positions opened: 50 | Existing positions closed: 35
12% more funds holding in top 10
Funds holding in top 10: 50 → 56 (+6)
2% more funds holding
Funds holding: 474 → 484 (+10)
9% more repeat investments, than reductions
Existing positions increased: 190 | Existing positions reduced: 175
2% more capital invested
Capital invested by funds: $6.28B → $6.4B (+$122M)
0.63% less ownership
Funds ownership: 140.36% → 139.73% (-0.63%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$125M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$50.6M |
| 3 |
DC
Davenport & Co
Richmond,
Virginia
|
+$48.4M |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
+$45M |
| 5 |
KFA
Krane Funds Advisors
New York
|
+$30M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NA
NextCapital Advisers
Chicago,
Illinois
|
-$168M |
| 2 |
WFS
Weitzel Financial Services
Dubuque,
Iowa
|
-$125M |
| 3 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
-$59.7M |
| 4 |
EEP
Edgehill Endowment Partners
Hamden,
Connecticut
|
-$29.9M |
| 5 |
Renaissance Technologies
New York
|
-$18.3M |
SCHO Hedge Fund Activity: Q3 2021 in Review
484 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Schwab Short-Term US Treasury ETF (SCHO) for Q3 2021, worth a combined $6.4B — up 1.9% from $6.28B a quarter earlier.
Buyers outnumbered sellers: 50 funds opened new SCHO positions and 35 closed out — a net gain of 15 holders — while 190 added to existing stakes and 175 trimmed.
The largest buyer was Ameriprise, adding an estimated $125M. The largest seller was NextCapital Advisers, cutting an estimated $168M.
- 484 institutional investors held Schwab Short-Term US Treasury ETF (SCHO) as of Q3 2021, up from 474 in Q2 2021.
- Funds reported $6.4B of Schwab Short-Term US Treasury ETF stock for Q3 2021, up 1.9% quarter-over-quarter.
- 50 funds opened new Schwab Short-Term US Treasury ETF positions in Q3 2021 and 35 closed out, a net change of +15 holders.
- The largest Schwab Short-Term US Treasury ETF buyer in Q3 2021 was Ameriprise, an estimated $125M added.
- The largest Schwab Short-Term US Treasury ETF seller in Q3 2021 was NextCapital Advisers, an estimated $168M sold.
Based on aggregated 13F filings for Q3 2021.