SCHO icon

Schwab Short-Term US Treasury ETF
SCHO

Overview Fund Activity

572 hedge funds and large institutions have $10.6B invested in Schwab Short-Term US Treasury ETF in 2023 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 210 increasing their positions, 213 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
572
Holders Change
+9
Holders Change %
+1.6%
% of All Funds
9.15%
Holding in Top 10
58
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-19.44%
% of All Funds
0.93%
New
77
Increased
210
Reduced
213
Closed
54
Calls
$2.07M
Puts
$5K
Net Calls
+$2.06M
Net Calls Change
-$13.3M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$5.85B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$826M
3
SCM
3
SCS Capital Management
Massachusetts
$55.5M
4
Ameriprise
4
Ameriprise
Minnesota
$657M
5
LPL Financial
5
LPL Financial
California
$44.8M

Top Sellers

1
MLM
1
Mount Lucas Management
Pennsylvania
$0
2
CGFA
2
Colton Groome Financial Advisors
North Carolina
$0
3
TI
3
Tidal Investments
Wisconsin
$0
4
CSPIA
4
Cary Street Partners Investment Advisory
Virginia
$1.35M
5
MF
5
Manchester Financial
California
$11.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
AP
601
Adero Partners
California
– -$265K -10,980 Closed
BIP
602
Blueprint Investment Partners
North Carolina
– -$241K -9,990 Closed
APWM
603
Atlas Private Wealth Management
New York
– -$239K -9,892 Closed
PWS
604
Paragon Wealth Strategies
Florida
– -$238K -9,872 Closed
RWM
605
Reston Wealth Management
Virginia
– -$238K -9,862 Closed
BWP
606
Balboa Wealth Partners
Arizona
– -$232K -9,620 Closed
CSIC
607
Clifford Swan Investment Counsel
California
– -$225K -9,320 Closed
CIA
608
Capital Investment Advisors
Georgia
– -$216K -8,964 Closed
D
609
Diversified
Delaware
– -$211K -8,740 Closed
HCM
610
Hilton Capital Management
New York
– -$206K -8,548 Closed
RFN
611
RDA Financial Network
Iowa
– -$204K -8,468 Closed
ACM
612
Antonetti Capital Management
Florida
– -$202K -8,370 Closed
MWM
613
MinichMacGregor Wealth Management
New York
– -$131K -5,414 Closed
Bessemer Group
614
Bessemer Group
New Jersey
– -$93K -3,862 Closed
MM
615
Main Management
California
– -$73K -3,040 Closed
TRCT
616
Tower Research Capital (TRC)
New York
– -$71K -2,950 Closed
ZIG
617
Zullo Investment Group
Pennsylvania
– -$65.3K -2,706 Closed
CPA
618
Cardiff Park Advisors
California
– -$41.4K -1,718 Closed
PB
619
Pinnacle Bancorp
Nebraska
– -$35K -1,446 Closed
SIC
620
SJS Investment Consulting
Ohio
– -$29.2K -1,212 Closed
IGWM
621
ICA Group Wealth Management
Colorado
– -$14.1K -584 Closed
TVWM
622
Tower View Wealth Management
Wisconsin
– -$7K -300 Closed
MFC
623
Morris Financial Concepts
South Carolina
– -$7.09K -294 Closed
IWP
624
IAG Wealth Partners
Wisconsin
– -$1.21K -50 Closed
CAS
625
Coppell Advisory Solutions
Texas
– -$386 -16 Closed
22 23 24
25
26