Schwab Short-Term US Treasury ETF
SCHO
584 hedge funds and large institutions have $8.05B invested in Schwab Short-Term US Treasury ETF in 2024 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 240 increasing their positions, 221 reducing their positions, and 62 closing their positions.
24% more call options, than puts
Call options by funds: $2.02M | Put options by funds: $1.63M
8% more funds holding in top 10
Funds holding in top 10: 40 → 43 (+3)
9% more repeat investments, than reductions
Existing positions increased: 240 | Existing positions reduced: 221
0.44% less ownership
Funds ownership: 153.39% → 152.96% (-0.44%)
1% less capital invested
Capital invested by funds: $8.12B → $8.05B (-$65M)
10% less first-time investments, than exits
New positions opened: 56 | Existing positions closed: 62
3% less funds holding
Funds holding: 599 → 584 (-15)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$39.6M |
| 2 |
LPL Financial
San Diego,
California
|
+$30.4M |
| 3 |
AssetMark Inc
Concord,
California
|
+$22.6M |
| 4 |
SWA
Stratos Wealth Advisors
Beachwood,
Ohio
|
+$21.6M |
| 5 |
WIA
World Investment Advisors
Santa Barbara,
California
|
+$16.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GP
Greenline Partners
New York
|
-$43.1M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$42.7M |
| 3 |
EWM
Evermay Wealth Management
Arlington,
Virginia
|
-$35M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
-$24.4M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$21.5M |
SCHO Hedge Fund Activity: Q2 2024 in Review
584 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Schwab Short-Term US Treasury ETF (SCHO) for Q2 2024, worth a combined $8.05B — down 0.8% from $8.12B a quarter earlier.
Sellers outnumbered buyers: 62 funds closed out of SCHO and 56 opened new positions — a net loss of 6 holders — while 221 trimmed existing stakes and 240 added.
The largest buyer was Bank of America, adding an estimated $39.6M. The largest seller was Greenline Partners, cutting an estimated $43.1M.
- 584 institutional investors held Schwab Short-Term US Treasury ETF (SCHO) as of Q2 2024, down from 599 in Q1 2024.
- Funds reported $8.05B of Schwab Short-Term US Treasury ETF stock for Q2 2024, down 0.8% quarter-over-quarter.
- 56 funds opened new Schwab Short-Term US Treasury ETF positions in Q2 2024 and 62 closed out, a net change of -6 holders.
- The largest Schwab Short-Term US Treasury ETF buyer in Q2 2024 was Bank of America, an estimated $39.6M added.
- The largest Schwab Short-Term US Treasury ETF seller in Q2 2024 was Greenline Partners, an estimated $43.1M sold.
Based on aggregated 13F filings for Q2 2024.