SCHO icon

Schwab Short-Term US Treasury ETF
SCHO

Overview Fund Activity

572 hedge funds and large institutions have $10.6B invested in Schwab Short-Term US Treasury ETF in 2023 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 210 increasing their positions, 213 reducing their positions, and 54 closing their positions.

Holders
572
Holders Change
+9
Holders Change %
+1.6%
% of All Funds
9.16%
Holding in Top 10
58
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-19.44%
% of All Funds
0.93%
New
77
Increased
210
Reduced
213
Closed
54
Calls
$2.07M
Puts
$5K
Net Calls
+$2.06M
Net Calls Change
-$13.3M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$5.85B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$826M
3
SCM
3
SCS Capital Management
Massachusetts
$55.5M
4
Ameriprise
4
Ameriprise
Minnesota
$657M
5
LPL Financial
5
LPL Financial
California
$44.8M

Top Sellers

1
MLM
1
Mount Lucas Management
Pennsylvania
$0
2
CGFA
2
Colton Groome Financial Advisors
North Carolina
$0
3
TI
3
Tidal Investments
Wisconsin
$0
4
CSPIA
4
Cary Street Partners Investment Advisory
Virginia
$1.35M
5
MF
5
Manchester Financial
California
$11.1M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$5.85B 119,969,418 +51,337,702 +75%
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$826M 16,929,318 +6,004,237 +55%
Ameriprise
3
Ameriprise
Minnesota
$657M 13,502,363 +687,067 +5%
SEI Investments
4
SEI Investments
Pennsylvania
$314M 6,439,971 +128,520 +2%
Charles Schwab
5
Charles Schwab
California
$164M 3,364,348 +53,826 +2%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$140M 2,873,150 +448,417 +18%
Stifel Financial
7
Stifel Financial
Missouri
$109M 2,243,818 +234,268 +12%
MIM
8
Morningstar Investment Management
Illinois
$99.8M 2,044,868 +313,924 +18%
HC
9
Hamilton Capital
Ohio
$78.7M 1,613,912 +21,632 +1%
PSP
10
Pacific Sage Partners
Washington
$66.1M 1,355,672 +10,712 +0.8%
Morgan Stanley
11
Morgan Stanley
New York
$65.6M 1,343,674 -315,538 -19%
EEP
12
Edgehill Endowment Partners
Connecticut
$61.4M 1,259,008 -75,189 -6%
CB
13
Commerce Bank
Missouri
$56.3M 1,154,490 +25,307 +2%
SCM
14
SCS Capital Management
Massachusetts
$55.5M 1,137,095 +1,124,961 +9,271%
Mercer Global Advisors
15
Mercer Global Advisors
Colorado
$53.1M 1,088,152 +214,128 +24%
DC
16
Davenport & Co
Virginia
$50.5M 1,035,789 +35,355 +4%
AA
17
Alesco Advisors
New York
$47.8M 979,656 +42,108 +4%
MA
18
MCF Advisors
Kentucky
$47M 962,642 +87,220 +10%
Osaic Holdings
19
Osaic Holdings
Arizona
$45.5M 931,804 +46,078 +5%
LPL Financial
20
LPL Financial
California
$44.8M 918,976 +619,621 +207%
PNC Financial Services Group
21
PNC Financial Services Group
Pennsylvania
$43.4M 889,181 +94,766 +12%
BOPW
22
Brandywine Oak Private Wealth
Pennsylvania
$42M 860,633 -137,854 -14%
RJFSA
23
Raymond James Financial Services Advisors
Florida
$41.8M 857,469 +917 +0.1%
BIA
24
Bell Investment Advisors
California
$40.3M 825,770 +66,112 +9%
BSB
25
Bangor Savings Bank
Maine
$35.1M 720,394 +5,739 +0.8%
1
2 3 4 5