Schwab Short-Term US Treasury ETF
SCHO
633 hedge funds and large institutions have $8.42B invested in Schwab Short-Term US Treasury ETF in 2024 Q4 according to their latest regulatory filings, with 112 funds opening new positions, 244 increasing their positions, 225 reducing their positions, and 58 closing their positions.
93% more first-time investments, than exits
New positions opened: 112 | Existing positions closed: 58
27% more call options, than puts
Call options by funds: $1.36M | Put options by funds: $1.07M
9% more funds holding in top 10
Funds holding in top 10: 44 → 48 (+4)
8% more funds holding
Funds holding: 587 → 633 (+46)
8% more repeat investments, than reductions
Existing positions increased: 244 | Existing positions reduced: 225
5.43% less ownership
Funds ownership: 80.54% → 75.12% (-5.4%)
39% less capital inflows, than outflows
Capital inflows: $612M | Capital outflows: $1B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$93.4M |
| 2 |
JP Morgan Chase
New York
|
+$80.8M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$41.3M |
| 4 |
MAI Capital Management
Independence,
Ohio
|
+$24.7M |
| 5 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$20.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$418M |
| 2 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$126M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$73.7M |
| 4 |
MIM
Morningstar Investment Management
Chicago,
Illinois
|
-$55.3M |
| 5 |
Mercer Global Advisors
Denver,
Colorado
|
-$52.6M |
SCHO Hedge Fund Activity: Q4 2024 in Review
633 of the 7,614 institutional investors tracked by Wall St. Rank reported a position in Schwab Short-Term US Treasury ETF (SCHO) for Q4 2024, worth a combined $8.42B — down 4.5% from $8.82B a quarter earlier.
Buyers outnumbered sellers: 112 funds opened new SCHO positions and 58 closed out — a net gain of 54 holders — while 244 added to existing stakes and 225 trimmed.
The largest buyer was Bank of America, adding an estimated $93.4M. The largest seller was Jane Street, cutting an estimated $418M.
- 633 institutional investors held Schwab Short-Term US Treasury ETF (SCHO) as of Q4 2024, up from 587 in Q3 2024.
- Funds reported $8.42B of Schwab Short-Term US Treasury ETF stock for Q4 2024, down 4.5% quarter-over-quarter.
- 112 funds opened new Schwab Short-Term US Treasury ETF positions in Q4 2024 and 58 closed out, a net change of +54 holders.
- The largest Schwab Short-Term US Treasury ETF buyer in Q4 2024 was Bank of America, an estimated $93.4M added.
- The largest Schwab Short-Term US Treasury ETF seller in Q4 2024 was Jane Street, an estimated $418M sold.
Based on aggregated 13F filings for Q4 2024.