SCHO icon

Schwab Short-Term US Treasury ETF
SCHO

Overview Fund Activity

596 hedge funds and large institutions have $9.57B invested in Schwab Short-Term US Treasury ETF in 2023 Q4 according to their latest regulatory filings, with 82 funds opening new positions, 213 increasing their positions, 236 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
596
Holders Change
+23
Holders Change %
+4.01%
% of All Funds
8.74%
Holding in Top 10
43
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-8.51%
% of All Funds
0.63%
New
82
Increased
213
Reduced
236
Closed
57
Calls
$1.11M
Puts
$373K
Net Calls
+$732K
Net Calls Change
+$325K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$132M
2
CCA
2
Clearwater Capital Advisors
Illinois
$78.2M
3
BB
3
Busey Bank
Illinois
$30.9M
4
JFGLC
4
Johnson Financial Group LLC (Colorado)
Colorado
$15.7M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$24M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$3.88B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$1.75B
3
Ameriprise
3
Ameriprise
Minnesota
$473M
4
PSP
4
Pacific Sage Partners
Washington
$1.06M
5
MWM
5
Merriman Wealth Management
Washington
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
76
Advisornet Financial
Minnesota
$10M -$18.3K -756 -0.2%
JAG
77
Journey Advisory Group
Kentucky
$9.97M +$937K +38,686 +10%
CWM
78
Comprehensive Wealth Management
Washington
$9.92M -$204K -8,414 -2%
VFG
79
Valley Financial Group
Pennsylvania
$9.62M +$9.62M +397,136 New
SC
80
Savant Capital
Illinois
$9.52M -$73.5K -3,032 -0.8%
Mariner
81
Mariner
Kansas
$9.32M +$1.41M +58,170 +18%
SFA
82
Seneca Financial Advisors
New York
$9.29M +$1.13M +46,546 +14%
RCA
83
Resonant Capital Advisors
Wisconsin
$8.98M +$2.53M +104,436 +39%
MSG
84
Main Street Group
Virginia
$8.82M +$8.82M +363,950 New
AA
85
Alesco Advisors
New York
$8.67M -$205K -8,454 -2%
Cetera Investment Advisers
86
Cetera Investment Advisers
Illinois
$8.63M +$332K +13,700 +4%
SIA
87
Soltis Investment Advisors
Utah
$8.6M -$372K -15,374 -4%
CB
88
Commerce Bank
Missouri
$8.48M -$2.6M -107,396 -23%
HI
89
Harbour Investments
Wisconsin
$8.44M -$237K -9,800 -3%
GGS
90
Galvin Gaustad & Stein
Arizona
$8.3M +$2.16M +89,118 +35%
DIA
91
Dean Investment Associates
Ohio
$8.23M -$566K -23,364 -6%
AF
92
Allworth Financial
California
$8.15M -$2.91M -120,266 -26%
Cambridge Investment Research Advisors
93
Cambridge Investment Research Advisors
Iowa
$8.07M +$3.1M +127,858 +62%
SAS
94
SMI Advisory Services
Indiana
$7.95M +$1.2M +49,636 +18%
BRWA
95
B. Riley Wealth Advisors
Florida
$7.92M +$8.14K +336 +0.1%
APG
96
Abacus Planning Group
South Carolina
$7.84M -$2.38M -98,314 -23%
MWC
97
MBM Wealth Consultants
Missouri
$7.41M +$1.23M +50,660 +20%
FFN
98
Focus Financial Network
Minnesota
$7.38M +$1.08M +44,678 +17%
DWM
99
Dakota Wealth Management
Florida
$7.21M +$1.31M +54,252 +22%
SA
100
Strategic Advocates
Utah
$7.19M -$2.17M -89,692 -23%
2 3
4
5 6