Schwab Short-Term US Treasury ETF
SCHO
581 hedge funds and large institutions have $11.8B invested in Schwab Short-Term US Treasury ETF in 2023 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 224 increasing their positions, 212 reducing their positions, and 56 closing their positions.
744% more call options, than puts
Call options by funds: $1.17M | Put options by funds: $139K
25% more first-time investments, than exits
New positions opened: 70 | Existing positions closed: 56
12% more capital invested
Capital invested by funds: $10.6B → $11.8B (+$1.26B)
5.93% more ownership
Funds ownership: 158.34% → 164.27% (+5.9%)
2% more funds holding
Funds holding: 572 → 581 (+9)
6% more repeat investments, than reductions
Existing positions increased: 224 | Existing positions reduced: 212
9% less funds holding in top 10
Funds holding in top 10: 58 → 53 (-5)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$1.15B |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$121M |
| 3 |
State Street
Boston,
Massachusetts
|
+$75.2M |
| 4 |
GP
Greenline Partners
New York
|
+$42.8M |
| 5 |
CCA
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
+$38.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EEP
Edgehill Endowment Partners
Hamden,
Connecticut
|
-$61.4M |
| 2 |
AA
Alesco Advisors
Pittsford,
New York
|
-$36.1M |
| 3 |
CB
Commerce Bank
Kansas City,
Missouri
|
-$32.4M |
| 4 |
DC
Davenport & Co
Richmond,
Virginia
|
-$24.6M |
| 5 |
HWA
Heartwood Wealth Advisors
Richmond,
Virginia
|
-$20.2M |
SCHO Hedge Fund Activity: Q2 2023 in Review
581 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Schwab Short-Term US Treasury ETF (SCHO) for Q2 2023, worth a combined $11.8B — up 12% from $10.6B a quarter earlier.
Buyers outnumbered sellers: 70 funds opened new SCHO positions and 56 closed out — a net gain of 14 holders — while 224 added to existing stakes and 212 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $1.15B. The largest seller was Edgehill Endowment Partners, exiting entirely with an estimated $61.4M sold.
- 581 institutional investors held Schwab Short-Term US Treasury ETF (SCHO) as of Q2 2023, up from 572 in Q1 2023.
- Funds reported $11.8B of Schwab Short-Term US Treasury ETF stock for Q2 2023, up 12% quarter-over-quarter.
- 70 funds opened new Schwab Short-Term US Treasury ETF positions in Q2 2023 and 56 closed out, a net change of +14 holders.
- The largest Schwab Short-Term US Treasury ETF buyer in Q2 2023 was JP Morgan Chase, an estimated $1.15B added.
- The largest Schwab Short-Term US Treasury ETF seller in Q2 2023 was Edgehill Endowment Partners, an estimated $61.4M sold.
Based on aggregated 13F filings for Q2 2023.