Schwab Short-Term US Treasury ETF
SCHO
38 hedge funds and large institutions have $89.8M invested in Schwab Short-Term US Treasury ETF in 2013 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 12 increasing their positions, 9 reducing their positions, and 5 closing their positions.
150% more funds holding in top 10
Funds holding in top 10: 2 → 5 (+3)
143% more capital invested
Capital invested by funds: $36.9M → $89.8M (+$52.9M)
140% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 5
33% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 9
23% more funds holding
Funds holding: 31 → 38 (+7)
18.9% more ownership
Funds ownership: 23.42% → 42.31% (+19%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
QCMNJ
Quantum Capital Management (New Jersey)
Northfield,
New Jersey
|
+$26.6M |
| 2 |
PFG
Piershale Financial Group
Barrington,
Illinois
|
+$8.82M |
| 3 |
DWM
Destination Wealth Management
Walnut Creek,
California
|
+$6.17M |
| 4 |
CCM
Chinook Capital Management
Lake Oswego,
Oregon
|
+$3.65M |
| 5 |
PMG
ProVise Management Group
Clearwater,
Florida
|
+$3.41M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.25M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$1.09M |
| 3 |
CP
Corbenic Partners
Bethlehem,
Pennsylvania
|
-$883K |
| 4 |
CA
Callahan Advisors
Houston,
Texas
|
-$449K |
| 5 |
VFS
VSR Financial Services
Overland Park,
Kansas
|
-$252K |
SCHO Hedge Fund Activity: Q3 2013 in Review
38 of the 3,096 institutional investors tracked by Wall St. Rank reported a position in Schwab Short-Term US Treasury ETF (SCHO) for Q3 2013, worth a combined $89.8M — up 143% from $36.9M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new SCHO positions and 5 closed out — a net gain of 7 holders — while 12 added to existing stakes and 9 trimmed.
The largest buyer was Quantum Capital Management (New Jersey), opening a new position worth an estimated $26.6M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $1.25M sold.
- 38 institutional investors held Schwab Short-Term US Treasury ETF (SCHO) as of Q3 2013, up from 31 in Q2 2013.
- Funds reported $89.8M of Schwab Short-Term US Treasury ETF stock for Q3 2013, up 143% quarter-over-quarter.
- 12 funds opened new Schwab Short-Term US Treasury ETF positions in Q3 2013 and 5 closed out, a net change of +7 holders.
- The largest Schwab Short-Term US Treasury ETF buyer in Q3 2013 was Quantum Capital Management (New Jersey), an estimated $26.6M added.
- The largest Schwab Short-Term US Treasury ETF seller in Q3 2013 was Susquehanna International Group, an estimated $1.25M sold.
Based on aggregated 13F filings for Q3 2013.