Schwab Short-Term US Treasury ETF
SCHO
101 hedge funds and large institutions have $344M invested in Schwab Short-Term US Treasury ETF in 2015 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 45 increasing their positions, 24 reducing their positions, and 8 closing their positions.
213% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 8
88% more repeat investments, than reductions
Existing positions increased: 45 | Existing positions reduced: 24
27% more funds holding in top 10
Funds holding in top 10: 11 → 14 (+3)
20% more capital invested
Capital invested by funds: $287M → $344M (+$57.2M)
19% more funds holding
Funds holding: 85 → 101 (+16)
12.38% more ownership
Funds ownership: 51.84% → 64.22% (+12%)
Top Buyers
Top Sellers
SCHO Hedge Fund Activity: Q4 2015 in Review
101 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Schwab Short-Term US Treasury ETF (SCHO) for Q4 2015, worth a combined $344M — up 20% from $287M a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new SCHO positions and 8 closed out — a net gain of 17 holders — while 45 added to existing stakes and 24 trimmed.
The largest buyer was Roof Eidam Maycock Peralta (REMP), adding an estimated $13M. The largest seller was SFMG Wealth Advisors, exiting entirely with an estimated $22.4M sold.
- 101 institutional investors held Schwab Short-Term US Treasury ETF (SCHO) as of Q4 2015, up from 85 in Q3 2015.
- Funds reported $344M of Schwab Short-Term US Treasury ETF stock for Q4 2015, up 20% quarter-over-quarter.
- 25 funds opened new Schwab Short-Term US Treasury ETF positions in Q4 2015 and 8 closed out, a net change of +17 holders.
- The largest Schwab Short-Term US Treasury ETF buyer in Q4 2015 was Roof Eidam Maycock Peralta (REMP), an estimated $13M added.
- The largest Schwab Short-Term US Treasury ETF seller in Q4 2015 was SFMG Wealth Advisors, an estimated $22.4M sold.
Based on aggregated 13F filings for Q4 2015.