SCHO icon

Schwab Short-Term US Treasury ETF
SCHO

Overview Fund Activity

581 hedge funds and large institutions have $8.03B invested in Schwab Short-Term US Treasury ETF in 2024 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 238 increasing their positions, 221 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
581
Holders Change
-16
Holders Change %
-2.68%
% of All Funds
8.45%
Holding in Top 10
42
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+7.69%
% of All Funds
0.61%
New
55
Increased
238
Reduced
221
Closed
62
Calls
$2.02M
Puts
$1.63M
Net Calls
+$389K
Net Calls Change
+$698K

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$39.7M
2
LPL Financial
LPL Financial
California
+$30.5M
3
AssetMark Inc
AssetMark Inc
California
+$22.7M
4
SWA
Stratos Wealth Advisors
Ohio
+$21.7M
5
WIA
World Investment Advisors
California
+$16.5M

Top Sellers

1
GP
Greenline Partners
New York
-$43.1M
2
Ameriprise
Ameriprise
Minnesota
-$42.5M
3
EWM
Evermay Wealth Management
Virginia
-$35.1M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$24.4M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$21.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
UCFA
276
United Capital Financial Advisors
Texas
$879K +$41.6K +1,728 +5%
RI
277
Ridgewood Investments
New Jersey
$869K +$48.1K +2,000 +6%
SWP
278
Stratos Wealth Partners
Ohio
$864K +$22.4K +930 +3%
WFA
279
Websterrogers Financial Advisors
South Carolina
$858K +$8.62K +358 +1%
B
280
Birchbrook
Maine
$844K +$30.9K +1,286 +4%
AWS
281
Arkfeld Wealth Strategies
Nebraska
$842K -$189K -7,838 -18%
TCWM
282
Total Clarity Wealth Management
Illinois
$834K -$346K -14,394 -29%
BCM
283
Brookstone Capital Management
Illinois
$813K -$24.4K -1,008 -3%
DWM
284
Dopkins Wealth Management
New York
$811K +$1.59K +66 +0.2%
FTS
285
Fifth Third Securities
Ohio
$805K +$146K +6,054 +22%
JWCA
286
J.W. Cole Advisors
Florida
$800K -$19.8K -824 -2%
SA
287
Sanctuary Advisors
Indiana
$800K +$800K +33,400 New
CA
288
Cambridge Advisors
Nebraska
$793K – – –
GFP
289
Guardian Financial Partners
California
$783K +$2.02K +84 +0.3%
Bank of Montreal
290
Bank of Montreal
Ontario, Canada
$780K -$246K -10,222 -24%
VA
291
Vident Advisory
Georgia
$778K +$778K +32,346 New
TW
292
TrinityPoint Wealth
Connecticut
$778K +$16K +666 +2%
HSA
293
HBK Sorce Advisory
Pennsylvania
$777K -$12.4K -514 -2%
IA
294
Inspire Advisors
Idaho
$776K -$293K -12,168 -27%
WA
295
Win Advisors
Florida
$760K +$309K +12,856 +69%
PS
296
Planned Solutions
California
$755K +$11.3K +468 +2%
WFS
297
Weitzel Financial Services
Iowa
$748K +$31.7K +1,324 +4%
NCM
298
Nelson Capital Management
California
$745K -$26.4K -1,096 -3%
VVP
299
Venture Visionary Partners
Ohio
$730K -$13.5K -560 -2%
EAM
300
Evanson Asset Management
California
$721K -$180K -7,466 -20%
10 11
12
13 14