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 %
SBH
301
Segall Bryant & Hamill
Illinois
$512K – – –
LRPA
302
L. Roy Papp & Associates
Arizona
$507K – – –
FWM
303
Focused Wealth Management
New York
$507K – – –
WAM
304
Weatherly Asset Management
California
$487K – – –
ACM
305
Antonetti Capital Management
Florida
$479K +$479K +18,700 New
TIM
306
Tortoise Investment Management
New York
$477K – – –
BFPW
307
BOK Financial Private Wealth
Colorado
$473K -$82.4K -3,220 -15%
CCM
308
Chilton Capital Management
Texas
$473K -$7.38K -288 -2%
IWN
309
Independent Wealth Network
Iowa
$473K +$473K +18,552 New
NB
310
Nicolet Bankshares
Wisconsin
$470K +$10.2K +400 +2%
AL
311
ACAS LLC
California
$465K -$1.18K -46 -0.3%
SW
312
SVB Wealth
Massachusetts
$464K +$12.2K +476 +3%
Bank of Montreal
313
Bank of Montreal
Ontario, Canada
$463K +$453K +17,682 +4,421%
HCM
314
Hilton Capital Management
New York
$457K – – –
FC
315
Financial Consulate
Maryland
$456K -$205K -8,018 -31%
NFG
316
Next Financial Group
Texas
$451K -$22.1K -864 -5%
CFO
317
CVA Family Office
Colorado
$448K -$60.3K -2,342 -12%
IA
318
IFP Advisors
Florida
$445K +$16.5K +644 +4%
IWM
319
IHT Wealth Management
Illinois
$423K -$87.4K -3,416 -17%
MSWMA
320
Market Street Wealth Management Advisors
Indiana
$423K -$4.6K -180 -1%
RG
321
Retirement Group
California
$421K -$16.4K -640 -4%
GRP
322
Global Retirement Partners
California
$418K +$2.2K +86 +0.5%
Janney Montgomery Scott
323
Janney Montgomery Scott
Pennsylvania
$416K +$205K +8,000 +97%
HCM
324
Hengehold Capital Management
Ohio
$414K +$6.05K +236 +1%
SWM
325
Shakespeare Wealth Management
Wisconsin
$414K +$414K +16,158 New
11 12
13
14 15