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Schwab Short-Term US Treasury ETF
SCHO

586 hedge funds and large institutions have $8.82B invested in Schwab Short-Term US Treasury ETF in 2024 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 246 increasing their positions, 214 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

141% more call options, than puts

Call options by funds: $3.64M | Put options by funds: $1.51M

21% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 47

15% more repeat investments, than reductions

Existing positions increased: 246 | Existing positions reduced: 214

10% more capital invested

Capital invested by funds: $8.05B → $8.82B (+$766M)

8.08% more ownership

Funds ownership: 152.96% → 161.03% (+8.1%)

2% more funds holding in top 10

Funds holding in top 10: 43 → 44 (+1)

0% more funds holding

Funds holding: 584 → 586 (+2)

Holders
586
Holders Change
+2
Holders Change %
+0.34%
% of All Funds
8.41%
Holding in Top 10
44
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.33%
% of All Funds
0.63%
New
57
Increased
246
Reduced
214
Closed
47
Calls
$3.64M
Puts
$1.51M
Net Calls
+$2.13M
Net Calls Change
+$1.74M

Top Buyers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
+$421M
2
Bank of America
Bank of America
North Carolina
+$136M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$126M
4
Ameriprise
Ameriprise
Minnesota
+$76M
5
MIM
Morningstar Investment Management
Illinois
+$44.2M

Top Sellers

Rank Fund Capital Flow
1
Charles Schwab
Charles Schwab
California
-$137M
2
CCA
Clearwater Capital Advisors
Illinois
-$27M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$21.4M
4
JP Morgan Chase
JP Morgan Chase
New York
-$18M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$17M
Name Holding Trade Value Shares
Change 		Change in
Stake
MLA
576
MB, Levis & Associates
Pennsylvania
$4.16K -$8.75K -360 -68%
ADL
577
Asset Dedication LLC
California
$4.08K – – –
QCMNJ
578
Quantum Capital Management (New Jersey)
New Jersey
$3.82K – – –
AAP
579
Arax Advisory Partners
Colorado
$3.64K – – –
CSWM
580
Cassady Schiller Wealth Management
Ohio
$3.18K – – –
CWP
581
Concord Wealth Partners
Virginia
$2.94K – – –
QCG
582
Quadrant Capital Group
Ohio
$1.96K – – –
GPFA
583
Game Plan Financial Advisors
Ohio
$1.7K +$49 +2 +3%
MWA
584
Moser Wealth Advisors
Washington
$1.59K – – –
KFI
585
Key Financial Inc
Pennsylvania
$1.57K – – –
TFA
586
Transamerica Financial Advisors
Florida
$1K – – –
CA
587
Claris Advisors
Missouri
$637 +$632 +26 New
IAS
588
IMA Advisory Services
Colorado
$8 – – –
Charles Schwab
589
Charles Schwab
California
– -$137M -5,700,306 Closed
Toronto Dominion Bank
590
Toronto Dominion Bank
Ontario, Canada
– -$9.63M -400,000 Closed
RWA
591
Redhawk Wealth Advisors
Minnesota
– -$4.91M -204,108 Closed
SW
592
Simplicity Wealth
New Jersey
– -$4.33M -179,948 Closed
FIM
593
Freedom Investment Management
Connecticut
– -$2.05M -85,222 Closed
SFC
594
Strategic Financial Concepts
Texas
– -$695 -67,318 Closed
DB
595
Dravo Bay
Delaware
– -$1.52M -63,132 Closed
PWA
596
Pillar Wealth Advisors
Pennsylvania
– -$1.01M -41,924 Closed
BFM
597
Boothbay Fund Management
New York
– -$964K -40,058 Closed
SWP
598
Stratos Wealth Partners
Ohio
– -$864K -35,918 Closed
VA
599
Vident Advisory
Georgia
– -$778K -32,346 Closed
VVP
600
Venture Visionary Partners
Ohio
– -$730K -30,310 Closed
22 23
24
25 26

SCHO Hedge Fund Activity: Q3 2024 in Review

586 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Schwab Short-Term US Treasury ETF (SCHO) for Q3 2024, worth a combined $8.82B — up 9.5% from $8.05B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new SCHO positions and 47 closed out — a net gain of 10 holders — while 246 added to existing stakes and 214 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $421M. The largest seller was Charles Schwab, exiting entirely with an estimated $137M sold.

  • 586 institutional investors held Schwab Short-Term US Treasury ETF (SCHO) as of Q3 2024, up from 584 in Q2 2024.
  • Funds reported $8.82B of Schwab Short-Term US Treasury ETF stock for Q3 2024, up 9.5% quarter-over-quarter.
  • 57 funds opened new Schwab Short-Term US Treasury ETF positions in Q3 2024 and 47 closed out, a net change of +10 holders.
  • The largest Schwab Short-Term US Treasury ETF buyer in Q3 2024 was Jane Street, an estimated $421M added.
  • The largest Schwab Short-Term US Treasury ETF seller in Q3 2024 was Charles Schwab, an estimated $137M sold.

Based on aggregated 13F filings for Q3 2024.