Schwab Short-Term US Treasury ETF
SCHO
574 hedge funds and large institutions have $10.1B invested in Schwab Short-Term US Treasury ETF in 2023 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 210 increasing their positions, 224 reducing their positions, and 58 closing their positions.
8,140% more call options, than puts
Call options by funds: $412K | Put options by funds: $5K
3% less first-time investments, than exits
New positions opened: 56 | Existing positions closed: 58
6% less repeat investments, than reductions
Existing positions increased: 210 | Existing positions reduced: 224
1% less funds holding
Funds holding: 581 → 574 (-7)
2.5% less ownership
Funds ownership: 164.27% → 161.77% (-2.5%)
9% less funds holding in top 10
Funds holding in top 10: 53 → 48 (-5)
15% less capital invested
Capital invested by funds: $11.8B → $10.1B (-$1.76B)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wealthfront Advisers
Palo Alto,
California
|
+$98.8M |
| 2 |
MWM
Merriman Wealth Management
Seattle,
Washington
|
+$44.1M |
| 3 |
Goldman Sachs
New York
|
+$33.4M |
| 4 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$26.3M |
| 5 |
TI
Tidal Investments
Milwaukee,
Wisconsin
|
+$23.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$1.83B |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$104M |
| 3 |
HC
Hamilton Capital
Columbus,
Ohio
|
-$75.5M |
| 4 |
BIA
Bell Investment Advisors
Oakland,
California
|
-$40.9M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$20.9M |
SCHO Hedge Fund Activity: Q3 2023 in Review
574 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Schwab Short-Term US Treasury ETF (SCHO) for Q3 2023, worth a combined $10.1B — down 15% from $11.8B a quarter earlier.
Sellers outnumbered buyers: 58 funds closed out of SCHO and 56 opened new positions — a net loss of 2 holders — while 224 trimmed existing stakes and 210 added.
The largest buyer was Wealthfront Advisers, adding an estimated $98.8M. The largest seller was Bank of America, cutting an estimated $1.83B.
- 574 institutional investors held Schwab Short-Term US Treasury ETF (SCHO) as of Q3 2023, down from 581 in Q2 2023.
- Funds reported $10.1B of Schwab Short-Term US Treasury ETF stock for Q3 2023, down 15% quarter-over-quarter.
- 56 funds opened new Schwab Short-Term US Treasury ETF positions in Q3 2023 and 58 closed out, a net change of -2 holders.
- The largest Schwab Short-Term US Treasury ETF buyer in Q3 2023 was Wealthfront Advisers, an estimated $98.8M added.
- The largest Schwab Short-Term US Treasury ETF seller in Q3 2023 was Bank of America, an estimated $1.83B sold.
Based on aggregated 13F filings for Q3 2023.