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

Top Sellers

1
Bank of America
Bank of America
North Carolina
$3.88B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.75B
3
Ameriprise
Ameriprise
Minnesota
$473M
4
PSP
Pacific Sage Partners
Washington
$1.06M
5
MWM
Merriman Wealth Management
Washington
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
LWM
176
Ledge Wealth Management
Minnesota
$2.5M +$84.9K +3,506 +4%
TSS
177
Two Sigma Securities
New York
$2.5M +$2.04M +84,024 +437%
Comerica Bank
178
Comerica Bank
Texas
$2.45M +$1.84M +75,924 +303%
CAN
179
Cetera Advisor Networks
California
$2.42M +$451K +18,620 +23%
Rockefeller Capital Management
180
Rockefeller Capital Management
New York
$2.39M -$574K -23,678 -19%
HA
181
HC Advisors
Georgia
$2.36M +$1.77M +73,020 +298%
WCFA
182
Walkner Condon Financial Advisors
Wisconsin
$2.34M -$94.4K -3,896 -4%
AWM
183
AE Wealth Management
Kansas
$2.32M -$3.65M -150,478 -61%
FA
184
Fortis Advisors
Pennsylvania
$2.32M +$31.8K +1,314 +1%
RWA
185
Roberts Wealth Advisors
California
$2.19M – – –
LA
186
Lifeworks Advisors
Michigan
$2.18M -$107K -4,404 -5%
AIS
187
American Investment Services
Massachusetts
$2.17M +$243K +10,012 +13%
CAG
188
Csenge Advisory Group
Florida
$2.13M +$350K +14,448 +20%
CWM
189
Cedar Wealth Management
California
$2.1M -$582K -24,026 -22%
FCH
190
Freestone Capital Holdings
Washington
$2.08M +$614K +25,338 +42%
JCIA
191
Jackson Creek Investment Advisors
Colorado
$2.08M +$11.2K +462 +0.5%
RSWA
192
Robinson Smith Wealth Advisors
Maine
$2.05M +$2.05M +84,506 New
BIA
193
Bigelow Investment Advisors
Maine
$2.03M -$440K -18,162 -18%
BA
194
Bluesphere Advisors
Pennsylvania
$2.01M – – –
TPCW
195
TD Private Client Wealth
New York
$1.98M +$43.3K +1,788 +2%
LEFP
196
Leading Edge Financial Planning
Tennessee
$1.93M -$727K -30,022 -27%
MAG
197
Members Advisory Group
New York
$1.92M -$2.36M -97,436 -55%
FVWA
198
Foster Victor Wealth Advisors
South Carolina
$1.9M -$109K -4,522 -5%
AssetMark Inc
199
AssetMark Inc
California
$1.89M -$222K -9,152 -11%
TCM
200
Towercrest Capital Management
Pennsylvania
$1.88M -$55.4K -2,286 -3%
6 7
8
9 10