Schwab Short-Term US Treasury ETF
SCHO
572 hedge funds and large institutions have $10.6B invested in Schwab Short-Term US Treasury ETF in 2023 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 210 increasing their positions, 213 reducing their positions, and 55 closing their positions.
41,280% more call options, than puts
Call options by funds: $2.07M | Put options by funds: $5K
40% more first-time investments, than exits
New positions opened: 77 | Existing positions closed: 55
37% more capital invested
Capital invested by funds: $7.7B → $10.6B (+$2.86B)
6.55% more ownership
Funds ownership: 151.79% → 158.34% (+6.5%)
1% more funds holding
Funds holding: 564 → 572 (+8)
1% less repeat investments, than reductions
Existing positions increased: 210 | Existing positions reduced: 213
19% less funds holding in top 10
Funds holding in top 10: 72 → 58 (-14)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$2.49B |
| 2 |
JP Morgan Chase
New York
|
+$291M |
| 3 |
SCM
SCS Capital Management
Boston,
Massachusetts
|
+$54.5M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$33.3M |
| 5 |
LPL Financial
San Diego,
California
|
+$30M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MLM
Mount Lucas Management
Newtown,
Pennsylvania
|
-$35.9M |
| 2 |
CGFA
Colton Groome Financial Advisors
Asheville,
North Carolina
|
-$33.8M |
| 3 |
TI
Tidal Investments
Milwaukee,
Wisconsin
|
-$33.3M |
| 4 |
CSPIA
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
-$20.2M |
| 5 |
MF
Manchester Financial
Westlake Village,
California
|
-$18.7M |
SCHO Hedge Fund Activity: Q1 2023 in Review
572 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Schwab Short-Term US Treasury ETF (SCHO) for Q1 2023, worth a combined $10.6B — up 37% from $7.7B a quarter earlier.
Buyers outnumbered sellers: 77 funds opened new SCHO positions and 55 closed out — a net gain of 22 holders — while 210 added to existing stakes and 213 trimmed.
The largest buyer was Bank of America, adding an estimated $2.49B. The largest seller was Mount Lucas Management, exiting entirely with an estimated $35.9M sold.
- 572 institutional investors held Schwab Short-Term US Treasury ETF (SCHO) as of Q1 2023, up from 564 in Q4 2022.
- Funds reported $10.6B of Schwab Short-Term US Treasury ETF stock for Q1 2023, up 37% quarter-over-quarter.
- 77 funds opened new Schwab Short-Term US Treasury ETF positions in Q1 2023 and 55 closed out, a net change of +22 holders.
- The largest Schwab Short-Term US Treasury ETF buyer in Q1 2023 was Bank of America, an estimated $2.49B added.
- The largest Schwab Short-Term US Treasury ETF seller in Q1 2023 was Mount Lucas Management, an estimated $35.9M sold.
Based on aggregated 13F filings for Q1 2023.