SCHO icon

Schwab Short-Term US Treasury ETF
SCHO

Overview Fund Activity

499 hedge funds and large institutions have $4.52B invested in Schwab Short-Term US Treasury ETF in 2020 Q4 according to their latest regulatory filings, with 76 funds opening new positions, 199 increasing their positions, 163 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
499
Holders Change
+36
Holders Change %
+7.78%
% of All Funds
8.85%
Holding in Top 10
60
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+5.26%
% of All Funds
1.06%
New
76
Increased
199
Reduced
163
Closed
31
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$156M
2
SEI Investments
SEI Investments
Pennsylvania
$278M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$29.2M
4
Charles Schwab
Charles Schwab
California
$87.2M
5
Ameriprise
Ameriprise
Minnesota
$481M

Top Sellers

1
NA
NextCapital Advisers
Illinois
$155M
2
VNA
Valley National Advisers
Pennsylvania
$30.3M
3
MWP
Meridian Wealth Partners
Pennsylvania
$12.3M
4
FAIM
Financial Advocates Investment Management
Washington
$2.06M
5
Wells Fargo
Wells Fargo
California
$29.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
FF
201
Friedenthal Financial
New Jersey
$1.38M +$298K +11,586 +27%
TFA
202
Toth Financial Advisory
Virginia
$1.38M +$366K +14,240 +36%
SCM
203
Seascape Capital Management
New Hampshire
$1.35M -$1.18M -45,786 -47%
OAM
204
Optimal Asset Management
California
$1.33M +$1.33M +51,872 New
LWAC
205
Laurel Wealth Advisors (California)
California
$1.33M +$136K +5,292 +11%
CA
206
Cambridge Associates
Massachusetts
$1.33M -$2.5M -97,474 -65%
MA
207
Menlo Advisors
California
$1.31M – – –
OFA
208
Oak Family Advisors
Illinois
$1.31M +$1.31M +51,052 New
MA
209
MUFG Americas
New York
$1.3M +$64.2K +2,500 +5%
ACA
210
Aptus Capital Advisors
Alabama
$1.28M +$1.26M +48,940 +5,536%
PCWA
211
Pacific Capital Wealth Advisors
California
$1.27M – – –
Baird Financial Group
212
Baird Financial Group
Wisconsin
$1.26M -$128K -5,000 -9%
PWM
213
Perigon Wealth Management
California
$1.26M +$611K +23,770 +94%
SA
214
Strategic Advisors
New York
$1.25M +$131K +5,120 +12%
AWM
215
Avitas Wealth Management
California
$1.24M +$37.2K +1,446 +3%
TCM
216
Twele Capital Management
Minnesota
$1.22M +$12.6K +490 +1%
SWM
217
SeaCrest Wealth Management
New York
$1.22M -$86.5K -3,368 -7%
PRS
218
Pinkerton Retirement Specialists
Idaho
$1.21M -$335K -13,026 -22%
CA
219
Calton & Associates
Florida
$1.2M +$39.8K +1,548 +3%
JCIA
220
Jackson Creek Investment Advisors
Colorado
$1.19M +$91.6K +3,566 +8%
PGAM
221
Princeton Global Asset Management
New Jersey
$1.19M +$148K +5,774 +14%
WIC
222
Whitegate Investment Counselors
New Hampshire
$1.19M +$36.9K +1,438 +3%
WWM
223
WT Wealth Management
Arizona
$1.18M -$464K -18,050 -28%
WC
224
Wealth CMT
New Jersey
$1.17M +$205K +7,964 +21%
CGFA
225
Colton Groome Financial Advisors
North Carolina
$1.15M -$36K -1,400 -3%
7 8
9
10 11