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 %
FWA
601
Freedom Wealth Alliance
Wisconsin
– -$243K -10,084 Closed
FFM
602
Forum Financial Management
Illinois
– -$242K -10,054 Closed
RJT
603
Raymond James Trust
Florida
– -$241K -10,012 Closed
FPCP
604
Fort Point Capital Partners
California
– -$238K -9,890 Closed
RWM
605
Reston Wealth Management
Virginia
– -$237K -9,848 Closed
LA
606
LexAurum Advisors
Kansas
– -$236K -9,826 Closed
PWP
607
Private Wealth Partners
California
– -$233K -9,700 Closed
FLPIM
608
F.L. Putnam Investment Management
Massachusetts
– -$220K -9,142 Closed
SL
609
SWMG LLC
Texas
– -$219K -9,122 Closed
IAA
610
Independent Advisor Alliance
North Carolina
– -$219K -9,118 Closed
WKSWA
611
White Knight Strategic Wealth Advisors
New Jersey
– -$213K -8,848 Closed
SAMC
612
Spectrum Asset Management (California)
California
– -$212K -8,840 Closed
BAMG
613
Brand Asset Management Group
Missouri
– -$210K -8,734 Closed
WP
614
WealthPLAN Partners
Nebraska
– -$127K -5,300 Closed
TFP
615
Tilia Fiduciary Partners
North Carolina
– -$95.7K -3,984 Closed
SF
616
Safeguard Financial
Wisconsin
– -$65K -2,714 Closed
MCA
617
Maryland Capital Advisors
Maryland
– -$20.5K -854 Closed
DI
618
Disciplined Investments
Oklahoma
– -$13.9K -580 Closed
AWM
619
Aspire Wealth Management
Massachusetts
– -$13.6K -568 Closed
IGWM
620
ICA Group Wealth Management
Colorado
– -$12.6K -526 Closed
HR
621
Howe & Rusling
New York
– -$10.9K -454 Closed
CTWM
622
Cherry Tree Wealth Management
Minnesota
– -$4.9K -204 Closed
HS
623
Horan Securities
United States
– -$4.12K -172 Closed
GWM
624
GSB Wealth Management
Connecticut
– -$3.9K -162 Closed
WWP
625
WR Wealth Planners
Missouri
– -$2.64K -110 Closed
22 23 24
25
26