SCHO icon

Schwab Short-Term US Treasury ETF
SCHO

Overview Fund Activity

628 hedge funds and large institutions have $9.92B invested in Schwab Short-Term US Treasury ETF in 2024 Q4 according to their latest regulatory filings, with 111 funds opening new positions, 241 increasing their positions, 224 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
628
Holders Change
+45
Holders Change %
+7.72%
% of All Funds
8.36%
Holding in Top 10
47
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+9.3%
% of All Funds
0.63%
New
111
Increased
241
Reduced
224
Closed
58
Calls
$1.36M
Puts
$1.07M
Net Calls
+$286K
Net Calls Change
-$1.85M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$92.8M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$80.2M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$41.1M
4
MCM
MAI Capital Management
Ohio
+$24.5M
5
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$20.2M

Top Sellers

1
Jane Street
Jane Street
New York
-$415M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$125M
3
Koshinski Asset Management
Koshinski Asset Management
Illinois
-$94.3M
4
Ameriprise
Ameriprise
Minnesota
-$73.1M
5
MIM
Morningstar Investment Management
Illinois
-$54.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
SA
476
Strategic Advocates
Utah
$237K -$425K -17,672 -64%
AMIM
477
Aull & Monroe Investment Management
Alabama
$235K +$2.65K +110 +1%
Northern Trust
478
Northern Trust
Illinois
$234K +$234K +9,710 New
AQR Capital Management
479
AQR Capital Management
Connecticut
$230K +$230K +9,574 New
GCM
480
Generation Capital Management
New York
$229K +$229K +9,514 New
LCM
481
Logan Capital Management
Pennsylvania
$227K – – –
OFS
482
OneAscent Financial Services
Alabama
$227K +$227K +9,425 New
BCM
483
Blume Capital Management
California
$226K -$17.6K -730 -7%
SCM
484
Seascape Capital Management
New Hampshire
$226K +$1.18K +49 +0.5%
WC
485
Waterloo Capital
Texas
$225K -$21.7K -900 -9%
EFG
486
Ethos Financial Group
Pennsylvania
$223K – – –
FWM
487
FFT Wealth Management
Pennsylvania
$222K +$222K +9,228 New
Empower Advisory Group
488
Empower Advisory Group
Colorado
$219K +$219K +9,085 New
LIA
489
Lynx Investment Advisory
District of Columbia
$218K -$7.96K -331 -4%
DI
490
Diligent Investors
California
$218K +$7.7K +320 +4%
IJWM
491
Inman Jager Wealth Management
Mississippi
$215K +$215K +8,923 New
ASN
492
Advisory Services Network
Georgia
$215K +$215K +8,921 New
DWT
493
Dorsey & Whitney Trust
South Dakota
$212K -$306K -12,726 -59%
SPA
494
Sentinel Pension Advisors
Massachusetts
$211K +$2.05K +85 +1%
DWA
495
Delap Wealth Advisory
Oregon
$209K +$209K +8,706 New
WLIM
496
White Lighthouse Investment Management
Massachusetts
$209K -$38.5K -1,600 -16%
WAM
497
Weatherly Asset Management
California
$205K – – –
IWM
498
IHT Wealth Management
Illinois
$203K -$36.5K -1,519 -15%
MCM
499
Mengis Capital Management
Oregon
$202K -$2.67K -111 -1%
HH
500
Hilltop Holdings
Texas
$202K +$202K +8,406 New
18 19
20
21 22