Schwab Short-Term US Treasury ETF
SCHO
599 hedge funds and large institutions have $9.52B invested in Schwab Short-Term US Treasury ETF in 2023 Q4 according to their latest regulatory filings, with 84 funds opening new positions, 214 increasing their positions, 236 reducing their positions, and 56 closing their positions.
196% more call options, than puts
Call options by funds: $1.1M | Put options by funds: $373K
50% more first-time investments, than exits
New positions opened: 84 | Existing positions closed: 56
5% more funds holding
Funds holding: 573 → 599 (+26)
9% less repeat investments, than reductions
Existing positions increased: 214 | Existing positions reduced: 236
1.63% less ownership
Funds ownership: 161.77% → 160.14% (-1.6%)
5% less capital invested
Capital invested by funds: $10.1B → $9.52B (-$534M)
8% less funds holding in top 10
Funds holding in top 10: 48 → 44 (-4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCA
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
+$37.8M |
| 2 |
BB
Busey Bank
Urbana,
Illinois
|
+$30.6M |
| 3 |
JFGLC
Johnson Financial Group LLC (Colorado)
Denver,
Colorado
|
+$15.2M |
| 4 |
Renaissance Technologies
New York
|
+$14.7M |
| 5 |
EWM
Evermay Wealth Management
Arlington,
Virginia
|
+$13.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$210M |
| 2 |
JP Morgan Chase
New York
|
-$206M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$99.1M |
| 4 |
PSP
Pacific Sage Partners
Edmonds,
Washington
|
-$63.7M |
| 5 |
MWM
Merriman Wealth Management
Seattle,
Washington
|
-$44.1M |
SCHO Hedge Fund Activity: Q4 2023 in Review
599 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in Schwab Short-Term US Treasury ETF (SCHO) for Q4 2023, worth a combined $9.52B — down 5.3% from $10.1B a quarter earlier.
Buyers outnumbered sellers: 84 funds opened new SCHO positions and 56 closed out — a net gain of 28 holders — while 214 added to existing stakes and 236 trimmed.
The largest buyer was Clearwater Capital Advisors, adding an estimated $37.8M. The largest seller was Bank of America, cutting an estimated $210M.
- 599 institutional investors held Schwab Short-Term US Treasury ETF (SCHO) as of Q4 2023, up from 573 in Q3 2023.
- Funds reported $9.52B of Schwab Short-Term US Treasury ETF stock for Q4 2023, down 5.3% quarter-over-quarter.
- 84 funds opened new Schwab Short-Term US Treasury ETF positions in Q4 2023 and 56 closed out, a net change of +28 holders.
- The largest Schwab Short-Term US Treasury ETF buyer in Q4 2023 was Clearwater Capital Advisors, an estimated $37.8M added.
- The largest Schwab Short-Term US Treasury ETF seller in Q4 2023 was Bank of America, an estimated $210M sold.
Based on aggregated 13F filings for Q4 2023.