Schwab Short-Term US Treasury ETF
SCHO
42 hedge funds and large institutions have $118M invested in Schwab Short-Term US Treasury ETF in 2014 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 16 increasing their positions, 15 reducing their positions, and 5 closing their positions.
80% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 5
20% more funds holding in top 10
Funds holding in top 10: 5 → 6 (+1)
12% more capital invested
Capital invested by funds: $105M → $118M (+$12.9M)
8% more funds holding
Funds holding: 39 → 42 (+3)
7% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 15
0.33% more ownership
Funds ownership: 48.16% → 48.49% (+0.33%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ECML
Eagle Capital Management (Louisiana)
Mandeville,
Louisiana
|
+$9.89M |
| 2 |
RWM
Rench Wealth Management
Denton,
Texas
|
+$6.49M |
| 3 |
RPGK
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
+$3.6M |
| 4 |
BSW
Buckingham Strategic Wealth
Clayton,
Missouri
|
+$1.4M |
| 5 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
+$1.24M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DWM
Destination Wealth Management
Walnut Creek,
California
|
-$5.48M |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$4.16M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$3.64M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$330K |
| 5 |
BFG
Bouchey Financial Group
Troy,
New York
|
-$217K |
SCHO Hedge Fund Activity: Q1 2014 in Review
42 of the 3,475 institutional investors tracked by Wall St. Rank reported a position in Schwab Short-Term US Treasury ETF (SCHO) for Q1 2014, worth a combined $118M — up 12% from $105M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new SCHO positions and 5 closed out — a net gain of 4 holders — while 16 added to existing stakes and 15 trimmed.
The largest buyer was Eagle Capital Management (Louisiana), adding an estimated $9.89M. The largest seller was Destination Wealth Management, cutting an estimated $5.48M.
- 42 institutional investors held Schwab Short-Term US Treasury ETF (SCHO) as of Q1 2014, up from 39 in Q4 2013.
- Funds reported $118M of Schwab Short-Term US Treasury ETF stock for Q1 2014, up 12% quarter-over-quarter.
- 9 funds opened new Schwab Short-Term US Treasury ETF positions in Q1 2014 and 5 closed out, a net change of +4 holders.
- The largest Schwab Short-Term US Treasury ETF buyer in Q1 2014 was Eagle Capital Management (Louisiana), an estimated $9.89M added.
- The largest Schwab Short-Term US Treasury ETF seller in Q1 2014 was Destination Wealth Management, an estimated $5.48M sold.
Based on aggregated 13F filings for Q1 2014.