Schwab Short-Term US Treasury ETF
SCHO
586 hedge funds and large institutions have $8.82B invested in Schwab Short-Term US Treasury ETF in 2024 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 246 increasing their positions, 214 reducing their positions, and 47 closing their positions.
141% more call options, than puts
Call options by funds: $3.64M | Put options by funds: $1.51M
21% more first-time investments, than exits
New positions opened: 57 | Existing positions closed: 47
15% more repeat investments, than reductions
Existing positions increased: 246 | Existing positions reduced: 214
10% more capital invested
Capital invested by funds: $8.05B → $8.82B (+$766M)
8.08% more ownership
Funds ownership: 152.96% → 161.03% (+8.1%)
2% more funds holding in top 10
Funds holding in top 10: 43 → 44 (+1)
0% more funds holding
Funds holding: 584 → 586 (+2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$421M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$136M |
| 3 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$126M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$76M |
| 5 |
MIM
Morningstar Investment Management
Chicago,
Illinois
|
+$44.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Charles Schwab
San Francisco,
California
|
-$137M |
| 2 |
CCA
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
-$27M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$21.4M |
| 4 |
JP Morgan Chase
New York
|
-$18M |
| 5 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$17M |
SCHO Hedge Fund Activity: Q3 2024 in Review
586 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Schwab Short-Term US Treasury ETF (SCHO) for Q3 2024, worth a combined $8.82B — up 9.5% from $8.05B a quarter earlier.
Buyers outnumbered sellers: 57 funds opened new SCHO positions and 47 closed out — a net gain of 10 holders — while 246 added to existing stakes and 214 trimmed.
The largest buyer was Jane Street, opening a new position worth an estimated $421M. The largest seller was Charles Schwab, exiting entirely with an estimated $137M sold.
- 586 institutional investors held Schwab Short-Term US Treasury ETF (SCHO) as of Q3 2024, up from 584 in Q2 2024.
- Funds reported $8.82B of Schwab Short-Term US Treasury ETF stock for Q3 2024, up 9.5% quarter-over-quarter.
- 57 funds opened new Schwab Short-Term US Treasury ETF positions in Q3 2024 and 47 closed out, a net change of +10 holders.
- The largest Schwab Short-Term US Treasury ETF buyer in Q3 2024 was Jane Street, an estimated $421M added.
- The largest Schwab Short-Term US Treasury ETF seller in Q3 2024 was Charles Schwab, an estimated $137M sold.
Based on aggregated 13F filings for Q3 2024.