Schwab Short-Term US Treasury ETF
SCHO
474 hedge funds and large institutions have $6.28B invested in Schwab Short-Term US Treasury ETF in 2021 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 187 increasing their positions, 181 reducing their positions, and 45 closing their positions.
36% more capital invested
Capital invested by funds: $4.62B → $6.28B (+$1.66B)
18.73% more ownership
Funds ownership: 121.63% → 140.36% (+19%)
3% more repeat investments, than reductions
Existing positions increased: 187 | Existing positions reduced: 181
2% less funds holding
Funds holding: 485 → 474 (-11)
6% less funds holding in top 10
Funds holding in top 10: 53 → 50 (-3)
13% less first-time investments, than exits
New positions opened: 39 | Existing positions closed: 45
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$1.57B |
| 2 |
WFS
Weitzel Financial Services
Dubuque,
Iowa
|
+$126M |
| 3 |
AC
Apella Capital
West Hartford,
Connecticut
|
+$33.7M |
| 4 |
EEP
Edgehill Endowment Partners
Hamden,
Connecticut
|
+$30M |
| 5 |
HI
Harbour Investments
Madison,
Wisconsin
|
+$25.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AssetMark Inc
Concord,
California
|
-$22.1M |
| 2 |
SPA
Sentinel Pension Advisors
Wakefield,
Massachusetts
|
-$19M |
| 3 |
Truist Financial
Charlotte,
North Carolina
|
-$18.9M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$17.3M |
| 5 |
DF
Donoghue Forlines
Boston,
Massachusetts
|
-$10.1M |
SCHO Hedge Fund Activity: Q2 2021 in Review
474 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Schwab Short-Term US Treasury ETF (SCHO) for Q2 2021, worth a combined $6.28B — up 36% from $4.62B a quarter earlier.
Sellers outnumbered buyers: 45 funds closed out of SCHO and 39 opened new positions — a net loss of 6 holders — while 181 trimmed existing stakes and 187 added.
The largest buyer was JP Morgan Chase, adding an estimated $1.57B. The largest seller was AssetMark Inc, cutting an estimated $22.1M.
- 474 institutional investors held Schwab Short-Term US Treasury ETF (SCHO) as of Q2 2021, down from 485 in Q1 2021.
- Funds reported $6.28B of Schwab Short-Term US Treasury ETF stock for Q2 2021, up 36% quarter-over-quarter.
- 39 funds opened new Schwab Short-Term US Treasury ETF positions in Q2 2021 and 45 closed out, a net change of -6 holders.
- The largest Schwab Short-Term US Treasury ETF buyer in Q2 2021 was JP Morgan Chase, an estimated $1.57B added.
- The largest Schwab Short-Term US Treasury ETF seller in Q2 2021 was AssetMark Inc, an estimated $22.1M sold.
Based on aggregated 13F filings for Q2 2021.