Schwab Short-Term US Treasury ETF
SCHO
496 hedge funds and large institutions have $5.61B invested in Schwab Short-Term US Treasury ETF in 2022 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 183 increasing their positions, 200 reducing their positions, and 65 closing their positions.
9% less repeat investments, than reductions
Existing positions increased: 183 | Existing positions reduced: 200
5% less funds holding
Funds holding: 521 → 496 (-25)
5.61% less ownership
Funds ownership: 145.19% → 139.59% (-5.6%)
9% less funds holding in top 10
Funds holding in top 10: 56 → 51 (-5)
14% less capital invested
Capital invested by funds: $6.5B → $5.61B (-$890M)
28% less first-time investments, than exits
New positions opened: 47 | Existing positions closed: 65
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$191M |
| 2 |
KFA
Krane Funds Advisors
New York
|
+$40.2M |
| 3 |
5L
55I LLC
Boston,
Massachusetts
|
+$35.2M |
| 4 |
REMPR
Roof Eidam Maycock Peralta (REMP)
San Francisco,
California
|
+$22.3M |
| 5 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$21.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$852M |
| 2 |
FEG
Fund Evaluation Group
Cincinnati,
Ohio
|
-$136M |
| 3 |
EWA
ERTS Wealth Advisors
Marquette,
Michigan
|
-$26M |
| 4 |
WFA
WestHill Financial Advisors
San Rafael,
California
|
-$24.1M |
| 5 |
ACM
AlphaStar Capital Management
Cornelius,
North Carolina
|
-$19.9M |
SCHO Hedge Fund Activity: Q1 2022 in Review
496 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Schwab Short-Term US Treasury ETF (SCHO) for Q1 2022, worth a combined $5.61B — down 14% from $6.5B a quarter earlier.
Sellers outnumbered buyers: 65 funds closed out of SCHO and 47 opened new positions — a net loss of 18 holders — while 200 trimmed existing stakes and 183 added.
The largest buyer was Bank of America, adding an estimated $191M. The largest seller was JP Morgan Chase, cutting an estimated $852M.
- 496 institutional investors held Schwab Short-Term US Treasury ETF (SCHO) as of Q1 2022, down from 521 in Q4 2021.
- Funds reported $5.61B of Schwab Short-Term US Treasury ETF stock for Q1 2022, down 14% quarter-over-quarter.
- 47 funds opened new Schwab Short-Term US Treasury ETF positions in Q1 2022 and 65 closed out, a net change of -18 holders.
- The largest Schwab Short-Term US Treasury ETF buyer in Q1 2022 was Bank of America, an estimated $191M added.
- The largest Schwab Short-Term US Treasury ETF seller in Q1 2022 was JP Morgan Chase, an estimated $852M sold.
Based on aggregated 13F filings for Q1 2022.