Schwab Short-Term US Treasury ETF
SCHO
521 hedge funds and large institutions have $6.5B invested in Schwab Short-Term US Treasury ETF in 2021 Q4 according to their latest regulatory filings, with 91 funds opening new positions, 160 increasing their positions, 202 reducing their positions, and 42 closing their positions.
117% more first-time investments, than exits
New positions opened: 91 | Existing positions closed: 42
8% more funds holding
Funds holding: 484 → 521 (+37)
5.46% more ownership
Funds ownership: 139.73% → 145.19% (+5.5%)
1% more capital invested
Capital invested by funds: $6.4B → $6.5B (+$95.2M)
0% more funds holding in top 10
Funds holding in top 10: 56 → 56 (0)
21% less repeat investments, than reductions
Existing positions increased: 160 | Existing positions reduced: 202
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AA
Alesco Advisors
Pittsford,
New York
|
+$73.3M |
| 2 |
JP Morgan Chase
New York
|
+$56.2M |
| 3 |
AssetMark Inc
Concord,
California
|
+$28.7M |
| 4 |
FA
Faithward Advisors
Lancaster,
Pennsylvania
|
+$22.6M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$20.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
-$39.4M |
| 2 |
HI
Harbour Investments
Madison,
Wisconsin
|
-$37.6M |
| 3 |
DC
Davenport & Co
Richmond,
Virginia
|
-$24.3M |
| 4 |
REMPR
Roof Eidam Maycock Peralta (REMP)
San Francisco,
California
|
-$20.1M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$19.4M |
SCHO Hedge Fund Activity: Q4 2021 in Review
521 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Schwab Short-Term US Treasury ETF (SCHO) for Q4 2021, worth a combined $6.5B — up 1.5% from $6.4B a quarter earlier.
Buyers outnumbered sellers: 91 funds opened new SCHO positions and 42 closed out — a net gain of 49 holders — while 160 added to existing stakes and 202 trimmed.
The largest buyer was Alesco Advisors, adding an estimated $73.3M. The largest seller was Franklin Resources, cutting an estimated $39.4M.
- 521 institutional investors held Schwab Short-Term US Treasury ETF (SCHO) as of Q4 2021, up from 484 in Q3 2021.
- Funds reported $6.5B of Schwab Short-Term US Treasury ETF stock for Q4 2021, up 1.5% quarter-over-quarter.
- 91 funds opened new Schwab Short-Term US Treasury ETF positions in Q4 2021 and 42 closed out, a net change of +49 holders.
- The largest Schwab Short-Term US Treasury ETF buyer in Q4 2021 was Alesco Advisors, an estimated $73.3M added.
- The largest Schwab Short-Term US Treasury ETF seller in Q4 2021 was Franklin Resources, an estimated $39.4M sold.
Based on aggregated 13F filings for Q4 2021.