SCHO icon

Schwab Short-Term US Treasury ETF
SCHO

Overview Fund Activity

484 hedge funds and large institutions have $6.4B invested in Schwab Short-Term US Treasury ETF in 2021 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 190 increasing their positions, 175 reducing their positions, and 34 closing their positions.

Holders
484
Holders Change
+11
Holders Change %
+2.33%
% of All Funds
8.5%
Holding in Top 10
56
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+12%
% of All Funds
0.98%
New
50
Increased
190
Reduced
175
Closed
34
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$466M
2
Bank of America
2
Bank of America
North Carolina
$1.22B
3
DC
3
Davenport & Co
Virginia
$75.8M
4
Stifel Financial
4
Stifel Financial
Missouri
$94.5M
5
KFA
5
Krane Funds Advisors
New York
$35.6M

Top Sellers

1
NA
1
NextCapital Advisers
Illinois
$234K
2
WFS
2
Weitzel Financial Services
Iowa
$2.84M
3
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$234K
4
EEP
4
Edgehill Endowment Partners
Connecticut
$41.4M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$2.19M
Name Holding Trade Value Shares
Change 		Shares
Change %
BIA
76
Bigelow Investment Advisors
Maine
$9.4M +$1.07M +41,762 +13%
RJFSA
77
Raymond James Financial Services Advisors
Florida
$9.34M -$42.4K -1,658 -0.5%
PAG
78
Private Advisor Group
New Jersey
$9.23M +$3.1M +121,210 +51%
KF
79
Krilogy Financial
Missouri
$9.07M -$112K -4,360 -1%
FVWA
80
Foster Victor Wealth Advisors
South Carolina
$8.9M +$1.04M +40,568 +13%
JAG
81
Journey Advisory Group
Kentucky
$8.82M +$902K +35,250 +11%
DIA
82
Dean Investment Associates
Ohio
$8.71M +$166K +6,490 +2%
LPL Financial
83
LPL Financial
California
$8.62M +$1.51M +59,008 +21%
LWM
84
Laidlaw Wealth Management
New York
$8.57M -$726K -28,356 -8%
Cetera Investment Advisers
85
Cetera Investment Advisers
Illinois
$8.55M -$32.6K -1,272 -0.4%
CW
86
CreativeOne Wealth
Kansas
$8.45M +$1.46M +57,182 +21%
AF
87
Advisornet Financial
Minnesota
$8.28M -$229K -8,934 -3%
FNT
88
First National Trust
Pennsylvania
$8.27M +$430K +16,806 +5%
MFT
89
Moisand Fitzgerald Tamayo
Florida
$7.68M +$107K +4,168 +1%
UBS Group
90
UBS Group
Switzerland
$7.67M -$151K -5,912 -2%
HI
91
Harrington Investments
California
$7.53M -$586K -22,880 -7%
MPM
92
Meritage Portfolio Management
Kansas
$7.41M +$1.32M +51,770 +22%
RJA
93
Raymond James & Associates
Florida
$7.35M +$1.02M +39,890 +16%
CA
94
Cambridge Associates
Massachusetts
$7.31M – – –
MA
95
Modus Advisors
Minnesota
$7.2M -$237K -9,244 -3%
SP
96
Successful Portfolios
Florida
$6.93M +$240K +9,384 +4%
FIM
97
Freedom Investment Management
Connecticut
$6.93M +$128K +5,008 +2%
SSWM
98
Sheets Smith Wealth Management
North Carolina
$6.74M +$186K +7,264 +3%
SPL
99
Smart Portfolios LLC
Washington
$6.68M +$6.68M +261,036 New
HighTower Advisors
100
HighTower Advisors
Illinois
$6.45M -$2.66K -104 -0%
2 3
4
5 6