Schwab Short-Term US Treasury ETF
SCHO
474 hedge funds and large institutions have $6.24B invested in Schwab Short-Term US Treasury ETF in 2021 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 187 increasing their positions, 180 reducing their positions, and 45 closing their positions.
35% more capital invested
Capital invested by funds: $4.63B → $6.24B (+$1.61B)
15.96% more ownership
Funds ownership: 121.63% → 137.59% (+16%)
4% more repeat investments, than reductions
Existing positions increased: 187 | Existing positions reduced: 180
2% less funds holding
Funds holding: 484 → 474 (-10)
6% less funds holding in top 10
Funds holding in top 10: 53 → 50 (-3)
11% less first-time investments, than exits
New positions opened: 40 | Existing positions closed: 45
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$1.57B |
| 2 |
AC
Apella Capital
West Hartford,
Connecticut
|
+$33.7M |
| 3 |
EEP
Edgehill Endowment Partners
Hamden,
Connecticut
|
+$30M |
| 4 |
HI
Harbour Investments
Madison,
Wisconsin
|
+$25.8M |
| 5 |
SEI Investments
Oaks,
Pennsylvania
|
+$23.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AssetMark Inc
Concord,
California
|
-$22.1M |
| 2 |
SPA
Sentinel Pension Advisors
Wakefield,
Massachusetts
|
-$19M |
| 3 |
Truist Financial
Charlotte,
North Carolina
|
-$18.9M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$17.3M |
| 5 |
DF
Donoghue Forlines
Boston,
Massachusetts
|
-$10.1M |
SCHO Hedge Fund Activity: Q2 2021 in Review
474 of the 5,767 institutional investors tracked by Wall St. Rank reported a position in Schwab Short-Term US Treasury ETF (SCHO) for Q2 2021, worth a combined $6.24B — up 35% from $4.63B a quarter earlier.
Sellers outnumbered buyers: 45 funds closed out of SCHO and 40 opened new positions — a net loss of 5 holders — while 180 trimmed existing stakes and 187 added.
The largest buyer was JP Morgan Chase, adding an estimated $1.57B. The largest seller was AssetMark Inc, cutting an estimated $22.1M.
- 474 institutional investors held Schwab Short-Term US Treasury ETF (SCHO) as of Q2 2021, down from 484 in Q1 2021.
- Funds reported $6.24B of Schwab Short-Term US Treasury ETF stock for Q2 2021, up 35% quarter-over-quarter.
- 40 funds opened new Schwab Short-Term US Treasury ETF positions in Q2 2021 and 45 closed out, a net change of -5 holders.
- The largest Schwab Short-Term US Treasury ETF buyer in Q2 2021 was JP Morgan Chase, an estimated $1.57B added.
- The largest Schwab Short-Term US Treasury ETF seller in Q2 2021 was AssetMark Inc, an estimated $22.1M sold.
Based on aggregated 13F filings for Q2 2021.