Schwab Short-Term US Treasury ETF
SCHO
598 hedge funds and large institutions have $9.59B invested in Schwab Short-Term US Treasury ETF in 2023 Q4 according to their latest regulatory filings, with 83 funds opening new positions, 214 increasing their positions, 236 reducing their positions, and 57 closing their positions.
196% more call options, than puts
Call options by funds: $1.1M | Put options by funds: $373K
46% more first-time investments, than exits
New positions opened: 83 | Existing positions closed: 57
4% more funds holding
Funds holding: 574 → 598 (+24)
0.57% less ownership
Funds ownership: 161.77% → 161.21% (-0.57%)
5% less capital invested
Capital invested by funds: $10.1B → $9.59B (-$471M)
9% less repeat investments, than reductions
Existing positions increased: 214 | Existing positions reduced: 236
8% less funds holding in top 10
Funds holding in top 10: 48 → 44 (-4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$73.8M |
| 2 |
CCA
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
+$37.8M |
| 3 |
BB
Busey Bank
Urbana,
Illinois
|
+$30.6M |
| 4 |
JFGLC
Johnson Financial Group LLC (Colorado)
Denver,
Colorado
|
+$15.2M |
| 5 |
Renaissance Technologies
New York
|
+$14.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$210M |
| 2 |
JP Morgan Chase
New York
|
-$206M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$99.1M |
| 4 |
PSP
Pacific Sage Partners
Edmonds,
Washington
|
-$63.7M |
| 5 |
MWM
Merriman Wealth Management
Seattle,
Washington
|
-$44.1M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
651
Fifth Third Bancorp
Cincinnati,
Ohio
| – | -$9.67K | -404 | Closed |
|
|
HT
652
Headlands Technologies
Chicago,
Illinois
| – | -$7.62K | -318 | Closed |
|
|
WFA
653
WestHill Financial Advisors
San Rafael,
California
| – | -$2.63K | -110 | Closed |
|
|
LWCFA
654
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
| – | -$2.44K | -102 | Closed |
|
|
PMFA
655
Plante Moran Financial Advisors
Southfield,
Michigan
| – | -$1.68K | -70 | Closed |
|
SCHO Hedge Fund Activity: Q4 2023 in Review
598 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Schwab Short-Term US Treasury ETF (SCHO) for Q4 2023, worth a combined $9.59B — down 4.7% from $10.1B a quarter earlier.
Buyers outnumbered sellers: 83 funds opened new SCHO positions and 57 closed out — a net gain of 26 holders — while 214 added to existing stakes and 236 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $73.8M. The largest seller was Bank of America, cutting an estimated $210M.
- 598 institutional investors held Schwab Short-Term US Treasury ETF (SCHO) as of Q4 2023, up from 574 in Q3 2023.
- Funds reported $9.59B of Schwab Short-Term US Treasury ETF stock for Q4 2023, down 4.7% quarter-over-quarter.
- 83 funds opened new Schwab Short-Term US Treasury ETF positions in Q4 2023 and 57 closed out, a net change of +26 holders.
- The largest Schwab Short-Term US Treasury ETF buyer in Q4 2023 was Morgan Stanley, an estimated $73.8M added.
- The largest Schwab Short-Term US Treasury ETF seller in Q4 2023 was Bank of America, an estimated $210M sold.
Based on aggregated 13F filings for Q4 2023.