SCHO icon

Schwab Short-Term US Treasury ETF
SCHO

Overview Fund Activity

579 hedge funds and large institutions have $11.8B invested in Schwab Short-Term US Treasury ETF in 2023 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 224 increasing their positions, 212 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
579
Holders Change
+7
Holders Change %
+1.22%
% of All Funds
9.13%
Holding in Top 10
52
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-10.34%
% of All Funds
0.82%
New
68
Increased
224
Reduced
212
Closed
56
Calls
$1.17M
Puts
$139K
Net Calls
+$1.03M
Net Calls Change
-$1.03M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$1.14B
2
Bank of America
Bank of America
North Carolina
+$120M
3
State Street
State Street
Massachusetts
+$74.5M
4
GP
Greenline Partners
New York
+$45.7M
5
CCA
Clearwater Capital Advisors
Illinois
+$38.1M

Top Sellers

1
EEP
Edgehill Endowment Partners
Connecticut
-$61.4M
2
AA
Alesco Advisors
New York
-$35.8M
3
CB
Commerce Bank
Missouri
-$32.1M
4
DC
Davenport & Co
Virginia
-$24.4M
5
HWA
Heartwood Wealth Advisors
Virginia
-$20.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
TCM
401
Triumph Capital Management
Colorado
$310K -$23K -956 -7%
KAS
402
Kestra Advisory Services
Texas
$302K -$48.4K -2,014 -14%
NL
403
NEPC LLC
Massachusetts
$301K +$301K +12,520 New
SFM
404
Signet Financial Management
New Jersey
$300K +$1.06K +44 +0.4%
CWM
405
Curi Wealth Management
North Carolina
$298K – – –
BBNA
406
Bremer Bank National Association
Minnesota
$298K – – –
CFD
407
Creative Financial Designs
Indiana
$298K +$153K +6,386 +106%
CBFP
408
Cedar Brook Financial Partners
Ohio
$297K +$1.2K +50 +0.4%
LA
409
Latitude Advisors
Florida
$297K +$2.64K +110 +0.9%
FTUS
410
Flow Traders U.S.
New York
$296K -$1.64M -68,068 -85%
CFS
411
CRA Financial Services
New Jersey
$294K +$294K +12,236 New
CA
412
Claro Advisors
Massachusetts
$292K +$292K +12,136 New
RPA
413
Rock Point Advisors
Vermont
$290K -$10.9K -452 -4%
IAS
414
IMA Advisory Services
Colorado
$287K -$746K -31,026 -72%
PWM
415
Pacific Wealth Management
California
$282K – – –
RWM
416
Revisor Wealth Management
Ohio
$282K -$11.2K -464 -4%
AMIM
417
Aull & Monroe Investment Management
Alabama
$281K -$1.68K -70 -0.6%
Betterment LLC
418
Betterment LLC
New York
$279K -$20.9K -870 -7%
SOS
419
Silver Oak Securities
Tennessee
$279K +$279K +11,614 New
SA
420
SRH Advisors
Kansas
$276K – – –
SFG
421
Sovereign Financial Group
Connecticut
$274K – – –
ECM
422
Exchange Capital Management
Michigan
$274K +$96 +4 +0%
SFP
423
Strategic Financial Partners
Oregon
$274K – – –
CIM
424
Contravisory Investment Management
Massachusetts
$274K – – –
EAM
425
Empirical Asset Management
Massachusetts
$273K -$1.59K -66 -0.6%
15 16
17
18 19