Schwab Short-Term US Treasury ETF
SCHO
485 hedge funds and large institutions have $4.62B invested in Schwab Short-Term US Treasury ETF in 2021 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 197 increasing their positions, 181 reducing their positions, and 55 closing their positions.
9% more repeat investments, than reductions
Existing positions increased: 197 | Existing positions reduced: 181
2% more capital invested
Capital invested by funds: $4.52B → $4.62B (+$108M)
0.89% more ownership
Funds ownership: 120.74% → 121.63% (+0.89%)
3% less funds holding
Funds holding: 500 → 485 (-15)
12% less funds holding in top 10
Funds holding in top 10: 60 → 53 (-7)
22% less first-time investments, than exits
New positions opened: 43 | Existing positions closed: 55
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$123M |
| 2 |
DC
Davenport & Co
Richmond,
Virginia
|
+$23.2M |
| 3 |
Truist Financial
Charlotte,
North Carolina
|
+$22.3M |
| 4 |
REMPR
Roof Eidam Maycock Peralta (REMP)
San Francisco,
California
|
+$18.2M |
| 5 |
SPA
Sentinel Pension Advisors
Wakefield,
Massachusetts
|
+$13.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$118M |
| 2 |
CF
Corrigan Financial
Middletown,
Rhode Island
|
-$25.7M |
| 3 |
RRWA
Rainey & Randall Wealth Advisors
Celebration,
Florida
|
-$13M |
| 4 |
STA
Summit Trail Advisors
New York
|
-$10.5M |
| 5 |
VNA
Valley National Advisers
Bethlehem,
Pennsylvania
|
-$10.4M |
SCHO Hedge Fund Activity: Q1 2021 in Review
485 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Schwab Short-Term US Treasury ETF (SCHO) for Q1 2021, worth a combined $4.62B — up 2.4% from $4.52B a quarter earlier.
Sellers outnumbered buyers: 55 funds closed out of SCHO and 43 opened new positions — a net loss of 12 holders — while 181 trimmed existing stakes and 197 added.
The largest buyer was Bank of America, adding an estimated $123M. The largest seller was Ameriprise, cutting an estimated $118M.
- 485 institutional investors held Schwab Short-Term US Treasury ETF (SCHO) as of Q1 2021, down from 500 in Q4 2020.
- Funds reported $4.62B of Schwab Short-Term US Treasury ETF stock for Q1 2021, up 2.4% quarter-over-quarter.
- 43 funds opened new Schwab Short-Term US Treasury ETF positions in Q1 2021 and 55 closed out, a net change of -12 holders.
- The largest Schwab Short-Term US Treasury ETF buyer in Q1 2021 was Bank of America, an estimated $123M added.
- The largest Schwab Short-Term US Treasury ETF seller in Q1 2021 was Ameriprise, an estimated $118M sold.
Based on aggregated 13F filings for Q1 2021.