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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$80.5M |
| 2 |
SEI Investments
Oaks,
Pennsylvania
|
+$40M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
+$24.4M |
| 4 |
WF
Williams Financial
North Bennington,
Vermont
|
+$18.5M |
| 5 |
Renaissance Technologies
New York
|
+$17.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$1.3B |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$264M |
| 3 |
Morgan Stanley
New York
|
-$58.1M |
| 4 |
FEG
Fund Evaluation Group
Cincinnati,
Ohio
|
-$28.8M |
| 5 |
Charles Schwab
San Francisco,
California
|
-$20.2M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PCM
651
Penserra Capital Management
Orinda,
California
| – | -$7K | -306 | Closed |
|
|
KA
652
Kozak & Associates
Highlands Ranch,
Colorado
| – | -$4.2K | -174 | Closed |
|
653
First Manhattan
New York
| – | -$1.06K | -44 | Closed |
|
|
GWSA
654
Global Wealth Strategies & Associates
Denver,
Colorado
| – | -$97 | -4 | Closed |
|
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.