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.

New
Increased
Maintained
Reduced
Closed
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
Bank of America
North Carolina
+$39.7M
2
LPL Financial
LPL Financial
California
+$30.5M
3
AssetMark Inc
AssetMark Inc
California
+$22.7M
4
SWA
Stratos Wealth Advisors
Ohio
+$21.7M
5
WIA
World Investment Advisors
California
+$16.5M

Top Sellers

1
GP
Greenline Partners
New York
-$43.1M
2
Ameriprise
Ameriprise
Minnesota
-$42.5M
3
EWM
Evermay Wealth Management
Virginia
-$35.1M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$24.4M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$21.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
JCIA
176
Jackson Creek Investment Advisors
Colorado
$2.25M +$117K +4,850 +5%
CCA
177
Cobblestone Capital Advisors
New York
$2.24M -$23.2K -962 -1%
AWS
178
Atria Wealth Solutions
New York
$2.17M +$806K +33,498 +59%
DT
179
Diversified Trust
Tennessee
$2.14M +$65.6K +2,726 +3%
BIA
180
Bigelow Investment Advisors
Maine
$2.09M +$84.1K +3,496 +4%
MIA
181
Milestone Investment Advisors
Wisconsin
$2.07M +$301K +12,508 +17%
FIM
182
Freedom Investment Management
Connecticut
$2.05M -$1.76M -73,284 -46%
TPCW
183
TD Private Client Wealth
New York
$2.05M +$17.8K +738 +0.9%
WCFA
184
Walkner Condon Financial Advisors
Wisconsin
$2.04M -$54.4K -2,260 -3%
Corient Private Wealth
185
Corient Private Wealth
Florida
$2.01M +$105K +4,360 +5%
Bank of New York Mellon
186
Bank of New York Mellon
New York
$2.01M +$1.08M +44,820 +116%
CIR
187
Clear Investment Research
Georgia
$1.95M +$363K +15,100 +23%
P
188
&Partners
Tennessee
$1.94M +$1.94M +80,446 New
PS
189
Principal Securities
Iowa
$1.91M +$555K +23,058 +41%
CWM
190
Cedar Wealth Management
California
$1.87M -$281K -11,684 -13%
HA
191
Herold Advisors
New York
$1.86M -$78.6K -3,266 -4%
LWA
192
Lantern Wealth Advisors
New York
$1.86M +$769K +56,734 +70%
LA
193
Lindenwold Advisors
Pennsylvania
$1.85M -$15.2K -632 -0.8%
William Blair & Company
194
William Blair & Company
Illinois
$1.82M -$80.8K -3,356 -4%
LPAM
195
Lodestar Private Asset Management
California
$1.82M +$4.91K +204 +0.3%
LAM
196
Lummis Asset Management
Texas
$1.8M +$19.1K +794 +1%
Prudential Financial
197
Prudential Financial
New Jersey
$1.8M +$240K +9,954 +15%
MIS
198
Morningstar Investment Services
Illinois
$1.8M -$168K -6,972 -9%
TVAMP
199
Tennessee Valley Asset Management Partners
Tennessee
$1.78M +$1.78M +73,878 New
SB
200
Strategic Blueprint
Georgia
$1.76M -$93K -3,866 -5%
6 7
8
9 10