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.

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

Top Sellers

1
NA
NextCapital Advisers
Illinois
$234K
2
WFS
Weitzel Financial Services
Iowa
$2.84M
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$234K
4
EEP
Edgehill Endowment Partners
Connecticut
$41.4M
5
Renaissance Technologies
Renaissance Technologies
New York
$2.19M
Name Holding Trade Value Shares
Change 		Shares
Change %
BIP
176
Blueprint Investment Partners
North Carolina
$1.87M +$590K +23,044 +46%
TW
177
TrinityPoint Wealth
Connecticut
$1.82M -$43K -1,682 -2%
TFA
178
Toth Financial Advisory
Virginia
$1.81M -$170K -6,646 -9%
CPFP
179
Clear Perspectives Financial Planning
Ohio
$1.76M +$389K +15,206 +28%
MAM
180
Marquette Asset Management
Minnesota
$1.75M -$76.6K -2,992 -4%
SAM
181
Summit Asset Management
Tennessee
$1.72M +$693K +27,090 +68%
UC
182
Unio Capital
New Jersey
$1.71M -$2.39M -93,340 -58%
PGAM
183
Princeton Global Asset Management
New Jersey
$1.7M +$28.1K +1,096 +2%
OIA
184
OneDigital Investment Advisors
Kansas
$1.69M +$182K +7,114 +12%
CFGS
185
Concourse Financial Group Securities
Alabama
$1.66M +$296K +11,570 +22%
CMBA
186
C.M. Bidwell & Associates
Hawaii
$1.64M -$1.64K -64 -0.1%
SWM
187
SigFig Wealth Management
California
$1.64M -$9.01K -352 -0.5%
CF
188
Centaurus Financial
California
$1.62M -$117K -4,570 -7%
Financial Engines Advisors
189
Financial Engines Advisors
California
$1.61M -$783K -30,614 -33%
PP
190
PrairieView Partners
Minnesota
$1.6M -$161K -6,280 -9%
VVP
191
Venture Visionary Partners
Ohio
$1.59M -$45.1K -1,764 -3%
HNW
192
High Note Wealth
Minnesota
$1.58M -$36.1K -1,412 -2%
SEP
193
Southland Equity Partners
Missouri
$1.53M +$38.4K +1,500 +3%
EAM
194
Evanson Asset Management
California
$1.51M +$967K +37,744 +177%
STA
195
Summit Trail Advisors
New York
$1.5M +$1.5M +58,592 New
TCM
196
Twele Capital Management
Minnesota
$1.47M +$20.8K +814 +1%
JCIA
197
Jackson Creek Investment Advisors
Colorado
$1.47M +$18.5K +724 +1%
PRS
198
Pinkerton Retirement Specialists
Idaho
$1.47M +$26.3K +1,026 +2%
PCIA
199
Prime Capital Investment Advisors
Kansas
$1.44M +$111K +4,322 +8%
TSS
200
Two Sigma Securities
New York
$1.43M -$833K -32,552 -37%
6 7
8
9 10