SCHO icon

Schwab Short-Term US Treasury ETF
SCHO

Overview Fund Activity

581 hedge funds and large institutions have $8.03B invested in Schwab Short-Term US Treasury ETF in 2024 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 238 increasing their positions, 221 reducing their positions, and 62 closing their positions.

Holders
581
Holders Change
-16
Holders Change %
-2.68%
% of All Funds
8.45%
Holding in Top 10
42
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+7.69%
% of All Funds
0.61%
New
55
Increased
238
Reduced
221
Closed
62
Calls
$2.02M
Puts
$1.63M
Net Calls
+$389K
Net Calls Change
+$698K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$3.63B
2
LPL Financial
2
LPL Financial
California
$80.8M
3
AssetMark Inc
3
AssetMark Inc
California
$26M
4
SWA
4
Stratos Wealth Advisors
Ohio
$24.9M
5
WIA
5
World Investment Advisors
California
$16.5M

Top Sellers

1
GP
1
Greenline Partners
New York
$15.4M
2
Ameriprise
2
Ameriprise
Minnesota
$508M
3
EWM
3
Evermay Wealth Management
Virginia
$1.55M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$0
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$11.3M
Name Market Value Shares Shares
Change 		Shares
Change %
BWM
76
Brown Wealth Management
Illinois
$10.8M 447,054 +35,666 +9%
BFG
77
Bouchey Financial Group
New York
$10.6M 438,656 -72,536 -14%
HI
78
Harbour Investments
Wisconsin
$10.1M 417,712 +53,116 +15%
CAPTRUST Financial Advisors
79
CAPTRUST Financial Advisors
North Carolina
$9.85M 409,262 -167,092 -29%
EK
80
Evensky & Katz
Florida
$9.7M 403,174 -37,572 -9%
DWM
81
Dakota Wealth Management
Florida
$9.63M 400,026 -7,096 -2%
Toronto Dominion Bank
82
Toronto Dominion Bank
Ontario, Canada
$9.63M 400,000 +400,000 New
MSG
83
Main Street Group
Virginia
$9.57M 399,508 +12,652 +3%
GGS
84
Galvin Gaustad & Stein
Arizona
$9.56M 397,372 +14,198 +4%
Mariner
85
Mariner
Kansas
$9.46M 392,986 +17,824 +5%
MWP
86
Meridian Wealth Partners
Pennsylvania
$9.22M 383,284 +14,016 +4%
RC
87
Roundview Capital
New Jersey
$9.22M 382,964 -9,090 -2%
SC
88
Savant Capital
Illinois
$9.03M 375,230 +319,094 +568%
AWE
89
Avidian Wealth Enterprises
Texas
$8.93M 371,044 +4,784 +1%
DIA
90
Dean Investment Associates
Ohio
$8.39M 348,692 -7,204 -2%
MFG
91
Merit Financial Group
Georgia
$8.32M 345,602 -228,852 -40%
BRWA
92
B. Riley Wealth Advisors
Florida
$8.2M 340,674 +14,086 +4%
AA
93
Alesco Advisors
New York
$8.17M 339,666 -15,254 -4%
PWA
94
Peterson Wealth Advisors
Utah
$7.6M 315,786 +3,452 +1%
APG
95
Abacus Planning Group
South Carolina
$7.58M 314,930 -1,928 -0.6%
MA
96
Mutual Advisors
Nebraska
$7.56M 312,470 +39,284 +14%
DAS
97
Dynamic Advisor Solutions
Arizona
$7.5M 311,642 +728 +0.2%
SAS
98
SMI Advisory Services
Indiana
$7.4M 307,880 -3,084 -1%
MWC
99
MBM Wealth Consultants
Missouri
$7.29M 303,022 -14,998 -5%
ZRP
100
Zynergy Retirement Planning
New Jersey
$7.21M 299,732 +299,732 New
2 3
4
5 6