Schwab Short-Term US Treasury ETF
SCHO
527 hedge funds and large institutions have $7.07B invested in Schwab Short-Term US Treasury ETF in 2022 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 177 increasing their positions, 232 reducing their positions, and 51 closing their positions.
16% more first-time investments, than exits
New positions opened: 59 | Existing positions closed: 51
9% more capital invested
Capital invested by funds: $6.46B → $7.07B (+$612M)
3% more funds holding in top 10
Funds holding in top 10: 70 → 72 (+2)
0% more funds holding
Funds holding: 526 → 527 (+1)
1.75% less ownership
Funds ownership: 147.28% → 145.53% (-1.7%)
24% less repeat investments, than reductions
Existing positions increased: 177 | Existing positions reduced: 232
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$656M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$205M |
| 3 |
Goldman Sachs
New York
|
+$65.5M |
| 4 |
Jane Street
New York
|
+$59.8M |
| 5 |
CB
Commerce Bank
Kansas City,
Missouri
|
+$32.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
-$141M |
| 2 |
KFA
Krane Funds Advisors
New York
|
-$62.6M |
| 3 |
FEG
Fund Evaluation Group
Cincinnati,
Ohio
|
-$39.3M |
| 4 |
LPL Financial
San Diego,
California
|
-$34.6M |
| 5 |
EEP
Edgehill Endowment Partners
Hamden,
Connecticut
|
-$28.2M |
SCHO Hedge Fund Activity: Q3 2022 in Review
527 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Schwab Short-Term US Treasury ETF (SCHO) for Q3 2022, worth a combined $7.07B — up 9.5% from $6.46B a quarter earlier.
Buyers outnumbered sellers: 59 funds opened new SCHO positions and 51 closed out — a net gain of 8 holders — while 177 added to existing stakes and 232 trimmed.
The largest buyer was Bank of America, adding an estimated $656M. The largest seller was Franklin Resources, exiting entirely with an estimated $141M sold.
- 527 institutional investors held Schwab Short-Term US Treasury ETF (SCHO) as of Q3 2022, up from 526 in Q2 2022.
- Funds reported $7.07B of Schwab Short-Term US Treasury ETF stock for Q3 2022, up 9.5% quarter-over-quarter.
- 59 funds opened new Schwab Short-Term US Treasury ETF positions in Q3 2022 and 51 closed out, a net change of +8 holders.
- The largest Schwab Short-Term US Treasury ETF buyer in Q3 2022 was Bank of America, an estimated $656M added.
- The largest Schwab Short-Term US Treasury ETF seller in Q3 2022 was Franklin Resources, an estimated $141M sold.
Based on aggregated 13F filings for Q3 2022.