Schwab Short-Term US Treasury ETF
SCHO
589 hedge funds and large institutions have $8.82B invested in Schwab Short-Term US Treasury ETF in 2024 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 241 increasing their positions, 218 reducing their positions, and 48 closing their positions.
146% more capital inflows, than outflows
Capital inflows: $1.05B | Capital outflows: $429M
141% more call options, than puts
Call options by funds: $3.64M | Put options by funds: $1.51M
25% more first-time investments, than exits
New positions opened: 60 | Existing positions closed: 48
11% more repeat investments, than reductions
Existing positions increased: 241 | Existing positions reduced: 218
2.67% more ownership
Funds ownership: 76.51% → 79.18% (+2.7%)
2% more funds holding in top 10
Funds holding in top 10: 43 → 44 (+1)
1% more funds holding
Funds holding: 585 → 589 (+4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$421M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$136M |
| 3 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$126M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$76M |
| 5 |
Wealthfront Advisers
Palo Alto,
California
|
+$26.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Charles Schwab
San Francisco,
California
|
-$137M |
| 2 |
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
-$27M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$21.4M |
| 4 |
JP Morgan Chase
New York
|
-$18M |
| 5 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$17M |
SCHO Hedge Fund Activity: Q3 2024 in Review
589 of the 6,989 institutional investors tracked by Wall St. Rank reported a position in Schwab Short-Term US Treasury ETF (SCHO) for Q3 2024, worth a combined $8.82B — up 9.5% from $8.05B a quarter earlier.
Buyers outnumbered sellers: 60 funds opened new SCHO positions and 48 closed out — a net gain of 12 holders — while 241 added to existing stakes and 218 trimmed.
The largest buyer was Jane Street, opening a new position worth an estimated $421M. The largest seller was Charles Schwab, exiting entirely with an estimated $137M sold.
- 589 institutional investors held Schwab Short-Term US Treasury ETF (SCHO) as of Q3 2024, up from 585 in Q2 2024.
- Funds reported $8.82B of Schwab Short-Term US Treasury ETF stock for Q3 2024, up 9.5% quarter-over-quarter.
- 60 funds opened new Schwab Short-Term US Treasury ETF positions in Q3 2024 and 48 closed out, a net change of +12 holders.
- The largest Schwab Short-Term US Treasury ETF buyer in Q3 2024 was Jane Street, an estimated $421M added.
- The largest Schwab Short-Term US Treasury ETF seller in Q3 2024 was Charles Schwab, an estimated $137M sold.
Based on aggregated 13F filings for Q3 2024.