Schwab Short-Term US Treasury ETF
SCHO
39 hedge funds and large institutions have $105M invested in Schwab Short-Term US Treasury ETF in 2013 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 13 increasing their positions, 12 reducing their positions, and 9 closing their positions.
17% more capital invested
Capital invested by funds: $89.8M → $105M (+$14.8M)
11% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 9
5.85% more ownership
Funds ownership: 42.31% → 48.16% (+5.9%)
3% more funds holding
Funds holding: 38 → 39 (+1)
8% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 12
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DWM
Destination Wealth Management
Walnut Creek,
California
|
+$7.22M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$4.07M |
| 3 |
BSW
Buckingham Strategic Wealth
Clayton,
Missouri
|
+$1.66M |
| 4 |
QCMNJ
Quantum Capital Management (New Jersey)
Northfield,
New Jersey
|
+$1.14M |
| 5 |
CHJWM
Carlton Hofferkamp & Jenks Wealth Management
The Woodlands,
Texas
|
+$1.13M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PFG
Piershale Financial Group
Barrington,
Illinois
|
-$9.12M |
| 2 |
PMG
ProVise Management Group
Clearwater,
Florida
|
-$3.13M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$2.19M |
| 4 |
DS
DRW Securities
Chicago,
Illinois
|
-$572K |
| 5 |
CA
Callahan Advisors
Houston,
Texas
|
-$483K |
SCHO Hedge Fund Activity: Q4 2013 in Review
39 of the 3,459 institutional investors tracked by Wall St. Rank reported a position in Schwab Short-Term US Treasury ETF (SCHO) for Q4 2013, worth a combined $105M — up 17% from $89.8M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new SCHO positions and 9 closed out — a net gain of 1 holder — while 13 added to existing stakes and 12 trimmed.
The largest buyer was Destination Wealth Management, adding an estimated $7.22M. The largest seller was Piershale Financial Group, exiting entirely with an estimated $9.12M sold.
- 39 institutional investors held Schwab Short-Term US Treasury ETF (SCHO) as of Q4 2013, up from 38 in Q3 2013.
- Funds reported $105M of Schwab Short-Term US Treasury ETF stock for Q4 2013, up 17% quarter-over-quarter.
- 10 funds opened new Schwab Short-Term US Treasury ETF positions in Q4 2013 and 9 closed out, a net change of +1 holder.
- The largest Schwab Short-Term US Treasury ETF buyer in Q4 2013 was Destination Wealth Management, an estimated $7.22M added.
- The largest Schwab Short-Term US Treasury ETF seller in Q4 2013 was Piershale Financial Group, an estimated $9.12M sold.
Based on aggregated 13F filings for Q4 2013.