SCHO icon

Schwab Short-Term US Treasury ETF
SCHO

Overview Fund Activity

597 hedge funds and large institutions have $8.1B invested in Schwab Short-Term US Treasury ETF in 2024 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 239 increasing their positions, 226 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
597
Holders Change
+1
Holders Change %
+0.17%
% of All Funds
8.65%
Holding in Top 10
39
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-9.3%
% of All Funds
0.57%
New
66
Increased
239
Reduced
226
Closed
54
Calls
$660K
Puts
$969K
Net Calls
-$309K
Net Calls Change
-$1.04M

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
$564M
2
SEI Investments
SEI Investments
Pennsylvania
$359M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$24.4M
4
WF
Williams Financial
Vermont
$18.4M
5
Renaissance Technologies
Renaissance Technologies
New York
$41.6M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$446M
2
Bank of America
Bank of America
North Carolina
$3.59B
3
Morgan Stanley
Morgan Stanley
New York
$73.1M
4
FEG
Fund Evaluation Group
Ohio
$6.43M
5
Charles Schwab
Charles Schwab
California
$152M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
276
Congress Wealth Management
Massachusetts
$948K -$60.8K -2,522 -6%
FIC
277
Family Investment Center
Missouri
$934K +$4.63K +192 +0.5%
Bank of New York Mellon
278
Bank of New York Mellon
New York
$932K +$693K +28,770 +290%
KCIC
279
Kuhn & Co Investment Counsel
Illinois
$928K -$8.2K -340 -0.9%
TCM
280
Twele Capital Management
Minnesota
$923K +$42.6K +1,768 +5%
SPL
281
Smart Portfolios LLC
Washington
$903K +$688K +28,530 +320%
EAM
282
Evanson Asset Management
California
$902K -$8.63K -358 -0.9%
GIA
283
GHP Investment Advisors
Colorado
$888K +$888K +36,858 New
CT
284
Cambridge Trust
Massachusetts
$888K -$63K -2,614 -7%
BFWM
285
Bright Futures Wealth Management
New York
$887K +$887K +36,886 New
RFG
286
RFP Financial Group
Georgia
$876K +$258K +10,700 +42%
IC
287
IEQ Capital
California
$851K -$456K -18,902 -35%
WFA
288
Websterrogers Financial Advisors
South Carolina
$851K -$11.3K -470 -1%
SWP
289
Stratos Wealth Partners
Ohio
$843K -$117K -4,842 -12%
JWM
290
Janiczek Wealth Management
Colorado
$841K +$80.1K +3,322 +11%
UCFA
291
United Capital Financial Advisors
Texas
$839K -$603K -25,034 -42%
BCM
292
Brookstone Capital Management
Illinois
$835K +$137K +5,666 +20%
EWA
293
EverSource Wealth Advisors
Alabama
$833K +$3.64K +152 +0.4%
Kovitz Investment Group Partners
294
Kovitz Investment Group Partners
Illinois
$823K -$460K -19,066 -36%
RI
295
Ridgewood Investments
New Jersey
$822K +$186K +7,700 +29%
JWCA
296
J.W. Cole Advisors
Florida
$821K -$129K -5,342 -14%
B
297
Birchbrook
Maine
$814K -$68.5K -2,840 -8%
CFA
298
Cahill Financial Advisors
Minnesota
$813K -$109K -4,538 -12%
DWM
299
Dopkins Wealth Management
New York
$811K -$28.6K -1,186 -3%
PSCM
300
Per Stirling Capital Management
Texas
$803K -$4.58K -190 -0.6%
10 11
12
13 14