SCHO icon

Schwab Short-Term US Treasury ETF
SCHO

Overview Fund Activity

484 hedge funds and large institutions have $6.4B invested in Schwab Short-Term US Treasury ETF in 2021 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 190 increasing their positions, 175 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
484
Holders Change
+11
Holders Change %
+2.33%
% of All Funds
8.5%
Holding in Top 10
56
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+12%
% of All Funds
0.98%
New
50
Increased
190
Reduced
175
Closed
34
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$125M
2
Bank of America
Bank of America
North Carolina
+$50.6M
3
DC
Davenport & Co
Virginia
+$48.3M
4
Stifel Financial
Stifel Financial
Missouri
+$45M
5
KFA
Krane Funds Advisors
New York
+$29.9M

Top Sellers

1
NA
NextCapital Advisers
Illinois
-$168M
2
WFS
Weitzel Financial Services
Iowa
-$125M
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$59.5M
4
EEP
Edgehill Endowment Partners
Connecticut
-$29.9M
5
Renaissance Technologies
Renaissance Technologies
New York
-$18.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
PMG
251
ProVise Management Group
Florida
$824K -$125K -4,904 -13%
PIMG
252
Patriot Investment Management Group
Tennessee
$815K -$20K -782 -2%
BCM
253
Brookstone Capital Management
Illinois
$794K +$38.4K +1,504 +5%
MSFS
254
Main Street Financial Solutions
Pennsylvania
$785K +$129K +5,058 +20%
LFA
255
Landmark Financial Advisors
Kentucky
$778K +$91.4K +3,562 +13%
HFS
256
Howard Financial Services
Texas
$777K -$24.6K -960 -3%
SSB
257
Sandy Spring Bank
Maryland
$753K -$113K -4,424 -13%
UCMOK
258
United Capital Management of KS
Kansas
$738K -$73.3K -2,864 -9%
WSTAM
259
Wilbanks Smith & Thomas Asset Management
Virginia
$728K -$24.4K -952 -3%
Citigroup
260
Citigroup
New York
$723K -$1.92M -74,896 -73%
LNC
261
Lincoln National Corp
Pennsylvania
$723K -$36.4K -1,424 -5%
JCM
262
Jacobsen Capital Management
Utah
$723K +$84.5K +3,304 +13%
AFP
263
Ausdal Financial Partners
Iowa
$723K +$214K +8,342 +42%
MI
264
Moneywise Inc
Virginia
$717K -$21.5K -842 -3%
UB
265
UMB Bank
Missouri
$715K +$24.6K +960 +4%
FWM
266
Frontier Wealth Management
Missouri
$708K -$2.92K -114 -0.4%
SW
267
SteelPeak Wealth
California
$705K -$89.4K -3,490 -11%
RWM
268
Reston Wealth Management
Virginia
$696K +$696K +27,204 New
UWM
269
USAdvisors Wealth Management
Minnesota
$693K +$693K +27,082 New
GAM
270
Gemmer Asset Management
California
$691K -$82.5K -3,226 -11%
RW
271
REDW Wealth
New Mexico
$687K – – –
BWM
272
Blossom Wealth Management
California
$670K -$32.4K -1,266 -5%
BFG
273
Bouchey Financial Group
New York
$667K -$8.45K -330 -1%
Bank of New York Mellon
274
Bank of New York Mellon
New York
$661K -$367K -14,344 -36%
GLLW
275
Graves Light Lenhart Wealth
Virginia
$660K -$5.89K -230 -0.9%
9 10
11
12 13