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Schwab Short-Term US Treasury ETF
SCHO

599 hedge funds and large institutions have $8.12B invested in Schwab Short-Term US Treasury ETF in 2024 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 241 increasing their positions, 226 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 54

7% more repeat investments, than reductions

Existing positions increased: 241 | Existing positions reduced: 226

0% more funds holding

Funds holding: 598 → 599 (+1)

7.81% less ownership

Funds ownership: 161.21% → 153.39% (-7.8%)

9% less funds holding in top 10

Funds holding in top 10: 44 → 40 (-4)

15% less capital invested

Capital invested by funds: $9.59B → $8.12B (-$1.47B)

32% less call options, than puts

Call options by funds: $660K | Put options by funds: $969K

Holders
599
Holders Change
+1
Holders Change %
+0.17%
% of All Funds
8.63%
Holding in Top 10
40
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-9.09%
% of All Funds
0.58%
New
66
Increased
241
Reduced
226
Closed
54
Calls
$660K
Puts
$969K
Net Calls
-$309K
Net Calls Change
-$1.04M

Top Buyers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
+$80.5M
2
SEI Investments
SEI Investments
Pennsylvania
+$40M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$24.4M
4
WF
Williams Financial
Vermont
+$18.5M
5
Renaissance Technologies
Renaissance Technologies
New York
+$17.7M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$1.3B
2
Bank of America
Bank of America
North Carolina
-$264M
3
Morgan Stanley
Morgan Stanley
New York
-$58.1M
4
FEG
Fund Evaluation Group
Ohio
-$28.8M
5
Charles Schwab
Charles Schwab
California
-$20.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
PA
576
Parallel Advisors
California
$4.92K -$8.94K -370 -64%
SIC
577
Salem Investment Counselors
North Carolina
$4.82K – – –
S
578
SignatureFD
Georgia
$4.82K +$4.83K +200 New
FPFS
579
First Personal Financial Services
North Carolina
$4.63K +$4.64K +192 New
CAM
580
Costello Asset Management
Pennsylvania
$4.53K – – –
BIA
581
Bell Investment Advisors
California
$4.42K -$25K -1,034 -85%
QCMNJ
582
Quantum Capital Management (New Jersey)
New Jersey
$3.76K – – –
CB
583
Centennial Bank
Arkansas
$3.57K +$3.57K +148 New
AAP
584
Arax Advisory Partners
Colorado
$3.51K +$48 +2 +1%
AIC
585
Archer Investment Corporation
Indiana
$3.47K +$3.48K +144 New
APC
586
Aspire Private Capital
North Carolina
$3.33K +$3.33K +138 New
CSWM
587
Cassady Schiller Wealth Management
Ohio
$3.13K +$3.14K +130 New
RIL
588
Rothschild Investment LLC
Illinois
$3.08K +$3.09K +128 New
CA
589
CoreCap Advisors
Michigan
$2.94K +$2.95K +122 New
CWP
590
Concord Wealth Partners
Virginia
$2.91K -$20.3K -840 -88%
GWM
591
Geneos Wealth Management
Colorado
$2.07K -$2.99K -124 -59%
QCG
592
Quadrant Capital Group
Ohio
$1.93K – – –
GPFA
593
Game Plan Financial Advisors
Ohio
$1.64K – – –
KFI
594
Key Financial Inc
Pennsylvania
$1.54K – – –
MWA
595
Moser Wealth Advisors
Washington
$1.53K – – –
BAM
596
Bellevue Asset Management
Washington
$1.35K – – –
AW
597
Avion Wealth
Texas
$1K – – –
TFA
598
Transamerica Financial Advisors
Florida
$1K – – –
PAM
599
Palisade Asset Management
Minnesota
$145 +$145 +6 New
VAG
600
VisionPoint Advisory Group
Texas
$96 +$97 +4 New
22 23
24
25 26

SCHO Hedge Fund Activity: Q1 2024 in Review

599 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Schwab Short-Term US Treasury ETF (SCHO) for Q1 2024, worth a combined $8.12B — down 15% from $9.59B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new SCHO positions and 54 closed out — a net gain of 12 holders — while 241 added to existing stakes and 226 trimmed.

The largest buyer was Ameriprise, adding an estimated $80.5M. The largest seller was JP Morgan Chase, cutting an estimated $1.3B.

  • 599 institutional investors held Schwab Short-Term US Treasury ETF (SCHO) as of Q1 2024, up from 598 in Q4 2023.
  • Funds reported $8.12B of Schwab Short-Term US Treasury ETF stock for Q1 2024, down 15% quarter-over-quarter.
  • 66 funds opened new Schwab Short-Term US Treasury ETF positions in Q1 2024 and 54 closed out, a net change of +12 holders.
  • The largest Schwab Short-Term US Treasury ETF buyer in Q1 2024 was Ameriprise, an estimated $80.5M added.
  • The largest Schwab Short-Term US Treasury ETF seller in Q1 2024 was JP Morgan Chase, an estimated $1.3B sold.

Based on aggregated 13F filings for Q1 2024.