Schwab Short-Term US Treasury ETF
SCHO
525 hedge funds and large institutions have $6.46B invested in Schwab Short-Term US Treasury ETF in 2022 Q2 according to their latest regulatory filings, with 80 funds opening new positions, 168 increasing their positions, 218 reducing their positions, and 48 closing their positions.
67% more first-time investments, than exits
New positions opened: 80 | Existing positions closed: 48
37% more funds holding in top 10
Funds holding in top 10: 51 → 70 (+19)
15% more capital invested
Capital invested by funds: $5.61B → $6.46B (+$852M)
7.69% more ownership
Funds ownership: 139.59% → 147.28% (+7.7%)
6% more funds holding
Funds holding: 495 → 525 (+30)
23% less repeat investments, than reductions
Existing positions increased: 168 | Existing positions reduced: 218
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$496M |
| 2 |
FEG
Fund Evaluation Group
Cincinnati,
Ohio
|
+$93.8M |
| 3 |
MIM
Morningstar Investment Management
Chicago,
Illinois
|
+$54M |
| 4 |
HC
Hamilton Capital
Columbus,
Ohio
|
+$41.6M |
| 5 |
Franklin Resources
San Mateo,
California
|
+$39.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TCM
Tradewinds Capital Management
Bellingham,
Washington
|
-$66.1M |
| 2 |
5L
55I LLC
Boston,
Massachusetts
|
-$59.4M |
| 3 |
JP Morgan Chase
New York
|
-$37M |
| 4 |
JWM
Jackson Wealth Management
Lake Mary,
Florida
|
-$20.7M |
| 5 |
Jane Street
New York
|
-$17.9M |
SCHO Hedge Fund Activity: Q2 2022 in Review
525 of the 5,959 institutional investors tracked by Wall St. Rank reported a position in Schwab Short-Term US Treasury ETF (SCHO) for Q2 2022, worth a combined $6.46B — up 15% from $5.61B a quarter earlier.
Buyers outnumbered sellers: 80 funds opened new SCHO positions and 48 closed out — a net gain of 32 holders — while 168 added to existing stakes and 218 trimmed.
The largest buyer was Bank of America, adding an estimated $496M. The largest seller was Tradewinds Capital Management, cutting an estimated $66.1M.
- 525 institutional investors held Schwab Short-Term US Treasury ETF (SCHO) as of Q2 2022, up from 495 in Q1 2022.
- Funds reported $6.46B of Schwab Short-Term US Treasury ETF stock for Q2 2022, up 15% quarter-over-quarter.
- 80 funds opened new Schwab Short-Term US Treasury ETF positions in Q2 2022 and 48 closed out, a net change of +32 holders.
- The largest Schwab Short-Term US Treasury ETF buyer in Q2 2022 was Bank of America, an estimated $496M added.
- The largest Schwab Short-Term US Treasury ETF seller in Q2 2022 was Tradewinds Capital Management, an estimated $66.1M sold.
Based on aggregated 13F filings for Q2 2022.