SCHO icon

Schwab Short-Term US Treasury ETF
SCHO

Overview Fund Activity

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 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
572
Holders Change
+9
Holders Change %
+1.6%
% of All Funds
9.15%
Holding in Top 10
58
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-19.44%
% of All Funds
0.93%
New
77
Increased
210
Reduced
213
Closed
54
Calls
$2.07M
Puts
$5K
Net Calls
+$2.06M
Net Calls Change
-$13.3M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$2.5B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$293M
3
SCM
SCS Capital Management
Massachusetts
+$54.9M
4
Ameriprise
Ameriprise
Minnesota
+$33.4M
5
LPL Financial
LPL Financial
California
+$30.2M

Top Sellers

1
MLM
Mount Lucas Management
Pennsylvania
-$35.9M
2
CGFA
Colton Groome Financial Advisors
North Carolina
-$33.8M
3
TI
Tidal Investments
Wisconsin
-$33.3M
4
CSPIA
Cary Street Partners Investment Advisory
Virginia
-$20.4M
5
MF
Manchester Financial
California
-$18.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
WANY
226
Wealthspire Advisors (New York)
New York
$1.37M – – –
AWS
227
Arkfeld Wealth Strategies
Nebraska
$1.36M -$102K -4,190 -7%
CSPIA
228
Cary Street Partners Investment Advisory
Virginia
$1.35M -$20.4M -835,970 -94%
WC
229
Wealth CMT
New Jersey
$1.35M +$12.9K +530 +1%
PFG
230
PAX Financial Group
Texas
$1.35M +$409K +16,784 +44%
CWM
231
Congress Wealth Management
Massachusetts
$1.33M -$2.1K -86 -0.2%
TLFA
232
True Link Financial Advisors
California
$1.32M +$1.32M +54,260 New
TCM
233
Twele Capital Management
Minnesota
$1.32M -$5.56K -228 -0.4%
HIF
234
Hill Island Financial
Michigan
$1.31M +$10.7K +440 +0.8%
Cerity Partners
235
Cerity Partners
New York
$1.29M +$1.29M +11,220 New
NFW
236
Noble Family Wealth
Florida
$1.28M +$1.28M +52,432 New
AWS
237
Atria Wealth Solutions
New York
$1.28M +$776K +31,804 +155%
FCH
238
Freestone Capital Holdings
Washington
$1.27M -$401K -16,444 -24%
OFG
239
OmniStar Financial Group
North Carolina
$1.27M +$1.27M +51,878 New
PSCM
240
Per Stirling Capital Management
Texas
$1.25M +$22.2K +908 +2%
CS
241
Comerica Securities
Michigan
$1.25M -$20K -820 -2%
HWM
242
HB Wealth Management
Georgia
$1.24M -$24.8K -1,018 -2%
CYG
243
Clean Yield Group
Vermont
$1.24M -$33.6K -1,378 -3%
LPAM
244
Lodestar Private Asset Management
California
$1.24M -$1.06M -43,582 -46%
Baird Financial Group
245
Baird Financial Group
Wisconsin
$1.23M -$23.8K -976 -2%
Corient Private Wealth
246
Corient Private Wealth
Florida
$1.22M +$902K +36,980 +287%
WFS
247
Weitzel Financial Services
Iowa
$1.19M -$56K -2,300 -5%
US Bancorp
248
US Bancorp
Minnesota
$1.18M -$45.4K -1,860 -4%
OMC
249
Old Mission Capital
Illinois
$1.18M +$1.18M +48,236 New
Citigroup
250
Citigroup
New York
$1.16M -$2.98K -122 -0.3%
8 9
10
11 12