SCHO icon

Schwab Short-Term US Treasury ETF
SCHO

Overview Fund Activity

596 hedge funds and large institutions have $9.57B invested in Schwab Short-Term US Treasury ETF in 2023 Q4 according to their latest regulatory filings, with 82 funds opening new positions, 213 increasing their positions, 236 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
596
Holders Change
+23
Holders Change %
+4.01%
% of All Funds
8.74%
Holding in Top 10
43
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-8.51%
% of All Funds
0.63%
New
82
Increased
213
Reduced
236
Closed
57
Calls
$1.11M
Puts
$373K
Net Calls
+$732K
Net Calls Change
+$325K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$132M
2
CCA
2
Clearwater Capital Advisors
Illinois
$78.2M
3
BB
3
Busey Bank
Illinois
$30.9M
4
JFGLC
4
Johnson Financial Group LLC (Colorado)
Colorado
$15.7M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$24M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$3.88B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$1.75B
3
Ameriprise
3
Ameriprise
Minnesota
$473M
4
PSP
4
Pacific Sage Partners
Washington
$1.06M
5
MWM
5
Merriman Wealth Management
Washington
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FRA
526
Front Row Advisors
California
$55.1K – – –
SWM
527
Spire Wealth Management
Virginia
$53.9K +$7.41K +306 +16%
MFA
528
Morling Financial Advisors
California
$48.6K – – –
MCM
529
MidAtlantic Capital Management
Virginia
$48.1K +$48.1K +1,984 New
HR
530
Howe & Rusling
New York
$42.2K +$42.2K +1,742 New
WWM
531
Wagner Wealth Management
South Carolina
$41K +$2.18K +90 +6%
Bank of Montreal
532
Bank of Montreal
Ontario, Canada
$39.4K +$9.16K +378 +30%
GJIA
533
Glass Jacobson Investment Advisors
Maryland
$38.9K – – –
MBFW
534
Morton Brown Family Wealth
Pennsylvania
$38.3K -$21.6K -892 -36%
CJ
535
Caitlin John
Michigan
$37.6K +$37.6K +1,552 New
CTC
536
Central Trust Company
Missouri
$37.1K – – –
HNB
537
Huntington National Bank
Ohio
$35.3K – – –
MLA
538
MB, Levis & Associates
Pennsylvania
$34.6K +$34.6K +1,430 New
AWM
539
AllSquare Wealth Management
New York
$31.3K – – –
HI
540
Hendershot Investments
Virginia
$29.8K – – –
BIA
541
Bell Investment Advisors
California
$29.5K -$1.16K -48 -4%
Bessemer Group
542
Bessemer Group
New Jersey
$28K – – –
CCP
543
Clarkston Capital Partners
Michigan
$24.2K -$20K -826 -45%
GM
544
GeoWealth Management
Illinois
$24K +$24K +972 New
CWP
545
Concord Wealth Partners
Virginia
$23.3K +$20.4K +840 +700%
PK
546
Pflug Koory
Nebraska
$23.3K +$1.45K +60 +7%
PFBT
547
Parkside Financial Bank & Trust
Missouri
$22.9K – – –
Deutsche Bank
548
Deutsche Bank
Germany
$22.2K – – –
BHWM
549
Beaird Harris Wealth Management
Texas
$21.9K – – –
RFA
550
Register Financial Advisors
Georgia
$21.7K +$21.7K +894 New
20 21
22
23 24