SCHO icon

Schwab Short-Term US Treasury ETF
SCHO

Overview Fund Activity

573 hedge funds and large institutions have $10B invested in Schwab Short-Term US Treasury ETF in 2023 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 209 increasing their positions, 224 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
573
Holders Change
-6
Holders Change %
-1.04%
% of All Funds
9.14%
Holding in Top 10
47
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-9.62%
% of All Funds
0.75%
New
56
Increased
209
Reduced
224
Closed
57
Calls
$412K
Puts
$5K
Net Calls
+$407K
Net Calls Change
-$627K

Top Buyers

1
Wealthfront Advisers
Wealthfront Advisers
California
$116M
2
MWM
Merriman Wealth Management
Washington
$44.1M
3
Goldman Sachs
Goldman Sachs
New York
$45M
4
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$67M
5
TI
Tidal Investments
Wisconsin
$23.5M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$4.04B
2
Ameriprise
Ameriprise
Minnesota
$578M
3
HC
Hamilton Capital
Ohio
$3.35M
4
BIA
Bell Investment Advisors
California
$30.3K
5
Osaic Holdings
Osaic Holdings
Arizona
$16.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
WB
551
Webster Bank
Connecticut
$5.32K – – –
BCMLT
552
Beacon Capital Management LLC (Tennessee)
Tennessee
$5K – – –
CAM
553
Costello Asset Management
Pennsylvania
$4.5K – – –
KA
554
Kozak & Associates
Colorado
$4.15K +$4.15K +174 New
SPIA
555
Steward Partners Investment Advisory
New York
$4.07K -$4.17K -174 -51%
QCMNJ
556
Quantum Capital Management (New Jersey)
New Jersey
$3.74K – – –
AAP
557
Arax Advisory Partners
Colorado
$3.41K +$48 +2 +1%
CWP
558
Concord Wealth Partners
Virginia
$2.87K – – –
WFA
559
WestHill Financial Advisors
California
$2.63K – – –
GI
560
Gradient Investments
Minnesota
$2.6K – – –
LWCFA
561
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2.44K -$31K -1,296 -93%
GWM
562
Geneos Wealth Management
Colorado
$2.06K – – –
QCG
563
Quadrant Capital Group
Ohio
$1.92K – – –
PMFA
564
Plante Moran Financial Advisors
Michigan
$1.68K +$1.68K +70 New
PO
565
Private Ocean
California
$1.62K +$1.62K +68 New
BWM
566
Baystate Wealth Management
Massachusetts
$1.55K – – –
KFI
567
Key Financial Inc
Pennsylvania
$1.53K +$1.53K +64 New
MWA
568
Moser Wealth Advisors
Washington
$1.49K – – –
BAM
569
Bellevue Asset Management
Washington
$1.34K – – –
TFA
570
Transamerica Financial Advisors
Florida
$1K – – –
CAS
571
Coppell Advisory Solutions
Texas
$386 -$17.2K -712 -98%
GWSA
572
Global Wealth Strategies & Associates
Colorado
$78 – – –
CIA
573
Compass Ion Advisors
Pennsylvania
– -$13.6M -567,200 Closed
DF
574
Donoghue Forlines
Massachusetts
– -$4.5M -187,428 Closed
DPI
575
Diversified Portfolios Inc
Michigan
– -$2.77M -115,334 Closed
21 22
23
24 25