Schwab Short-Term US Treasury ETF
SCHO
500 hedge funds and large institutions have $4.52B invested in Schwab Short-Term US Treasury ETF in 2020 Q4 according to their latest regulatory filings, with 76 funds opening new positions, 199 increasing their positions, 163 reducing their positions, and 31 closing their positions.
145% more first-time investments, than exits
New positions opened: 76 | Existing positions closed: 31
22% more repeat investments, than reductions
Existing positions increased: 199 | Existing positions reduced: 163
8% more funds holding
Funds holding: 464 → 500 (+36)
5% more capital invested
Capital invested by funds: $4.29B → $4.52B (+$230M)
5% more funds holding in top 10
Funds holding in top 10: 57 → 60 (+3)
5% more ownership
Funds ownership: 115.74% → 120.74% (+5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$142M |
| 2 |
TI
tru Independence
Portland,
Oregon
|
+$47.4M |
| 3 |
SEI Investments
Oaks,
Pennsylvania
|
+$19.6M |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$14.6M |
| 5 |
Charles Schwab
San Francisco,
California
|
+$12M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NA
NextCapital Advisers
Chicago,
Illinois
|
-$63.7M |
| 2 |
VNA
Valley National Advisers
Bethlehem,
Pennsylvania
|
-$19.6M |
| 3 |
MWP
Meridian Wealth Partners
Exton,
Pennsylvania
|
-$19M |
| 4 |
FAIM
Financial Advocates Investment Management
Olympia,
Washington
|
-$14.8M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$10.9M |
SCHO Hedge Fund Activity: Q4 2020 in Review
500 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Schwab Short-Term US Treasury ETF (SCHO) for Q4 2020, worth a combined $4.52B — up 5.4% from $4.29B a quarter earlier.
Buyers outnumbered sellers: 76 funds opened new SCHO positions and 31 closed out — a net gain of 45 holders — while 199 added to existing stakes and 163 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $142M. The largest seller was NextCapital Advisers, cutting an estimated $63.7M.
- 500 institutional investors held Schwab Short-Term US Treasury ETF (SCHO) as of Q4 2020, up from 464 in Q3 2020.
- Funds reported $4.52B of Schwab Short-Term US Treasury ETF stock for Q4 2020, up 5.4% quarter-over-quarter.
- 76 funds opened new Schwab Short-Term US Treasury ETF positions in Q4 2020 and 31 closed out, a net change of +45 holders.
- The largest Schwab Short-Term US Treasury ETF buyer in Q4 2020 was JP Morgan Chase, an estimated $142M added.
- The largest Schwab Short-Term US Treasury ETF seller in Q4 2020 was NextCapital Advisers, an estimated $63.7M sold.
Based on aggregated 13F filings for Q4 2020.