Schwab Short-Term US Treasury ETF
SCHO
564 hedge funds and large institutions have $7.7B invested in Schwab Short-Term US Treasury ETF in 2022 Q4 according to their latest regulatory filings, with 100 funds opening new positions, 195 increasing their positions, 211 reducing their positions, and 59 closing their positions.
80,916% more call options, than puts
Call options by funds: $15.4M | Put options by funds: $19K
69% more first-time investments, than exits
New positions opened: 100 | Existing positions closed: 59
9% more capital invested
Capital invested by funds: $7.07B → $7.7B (+$629M)
7% more funds holding
Funds holding: 527 → 564 (+37)
6.26% more ownership
Funds ownership: 145.53% → 151.79% (+6.3%)
0% more funds holding in top 10
Funds holding in top 10: 72 → 72 (0)
8% less repeat investments, than reductions
Existing positions increased: 195 | Existing positions reduced: 211
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$859M |
| 2 |
Charles Schwab
San Francisco,
California
|
+$66.7M |
| 3 |
EEP
Edgehill Endowment Partners
Hamden,
Connecticut
|
+$53.1M |
| 4 |
Morgan Stanley
New York
|
+$46M |
| 5 |
MLM
Mount Lucas Management
Newtown,
Pennsylvania
|
+$35.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$334M |
| 2 |
Goldman Sachs
New York
|
-$61.9M |
| 3 |
Jane Street
New York
|
-$60.7M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$55.8M |
| 5 |
QCMNJ
Quantum Capital Management (New Jersey)
Northfield,
New Jersey
|
-$51.2M |
SCHO Hedge Fund Activity: Q4 2022 in Review
564 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Schwab Short-Term US Treasury ETF (SCHO) for Q4 2022, worth a combined $7.7B — up 8.9% from $7.07B a quarter earlier.
Buyers outnumbered sellers: 100 funds opened new SCHO positions and 59 closed out — a net gain of 41 holders — while 195 added to existing stakes and 211 trimmed.
The largest buyer was Bank of America, adding an estimated $859M. The largest seller was JP Morgan Chase, cutting an estimated $334M.
- 564 institutional investors held Schwab Short-Term US Treasury ETF (SCHO) as of Q4 2022, up from 527 in Q3 2022.
- Funds reported $7.7B of Schwab Short-Term US Treasury ETF stock for Q4 2022, up 8.9% quarter-over-quarter.
- 100 funds opened new Schwab Short-Term US Treasury ETF positions in Q4 2022 and 59 closed out, a net change of +41 holders.
- The largest Schwab Short-Term US Treasury ETF buyer in Q4 2022 was Bank of America, an estimated $859M added.
- The largest Schwab Short-Term US Treasury ETF seller in Q4 2022 was JP Morgan Chase, an estimated $334M sold.
Based on aggregated 13F filings for Q4 2022.