SCHO icon

Schwab Short-Term US Treasury ETF
SCHO

Overview Fund Activity

597 hedge funds and large institutions have $8.1B invested in Schwab Short-Term US Treasury ETF in 2024 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 239 increasing their positions, 226 reducing their positions, and 54 closing their positions.

Holders
597
Holders Change
+1
Holders Change %
+0.17%
% of All Funds
8.66%
Holding in Top 10
39
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-9.3%
% of All Funds
0.57%
New
66
Increased
239
Reduced
226
Closed
54
Calls
$660K
Puts
$969K
Net Calls
-$309K
Net Calls Change
-$1.04M

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$564M
2
SEI Investments
2
SEI Investments
Pennsylvania
$359M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$24.4M
4
WF
4
Williams Financial
Vermont
$18.4M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$41.6M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$446M
2
Bank of America
2
Bank of America
North Carolina
$3.59B
3
Morgan Stanley
3
Morgan Stanley
New York
$73.1M
4
FEG
4
Fund Evaluation Group
Ohio
$6.43M
5
Charles Schwab
5
Charles Schwab
California
$152M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$3.59B 74,561,088 -5,458,738 -7%
Ameriprise
2
Ameriprise
Minnesota
$564M 11,521,516 +1,665,913 +17%
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$446M 9,256,207 -26,867,865 -74%
SEI Investments
4
SEI Investments
Pennsylvania
$359M 7,454,433 +827,234 +12%
Charles Schwab
5
Charles Schwab
California
$152M 3,150,695 -418,134 -12%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$145M 3,008,063 +172,430 +6%
Stifel Financial
7
Stifel Financial
Missouri
$133M 2,751,778 +352,649 +15%
Wealthfront Advisers
8
Wealthfront Advisers
California
$87.1M 1,807,465 +291,145 +19%
CCA
9
Clearwater Capital Advisors
Illinois
$81.8M 1,696,272 +82,523 +5%
State Street
10
State Street
Massachusetts
$74.7M 1,550,000 – –
MIM
11
Morningstar Investment Management
Illinois
$73.1M 1,517,077 -384,671 -20%
Morgan Stanley
12
Morgan Stanley
New York
$73.1M 1,515,981 -1,203,639 -44%
SCM
13
SCS Capital Management
Massachusetts
$67.2M 1,394,137 -74,854 -5%
Mercer Global Advisors
14
Mercer Global Advisors
Colorado
$66.8M 1,384,839 +64,757 +5%
GP
15
Greenline Partners
New York
$62.7M 1,221,499 +79,466 +7%
PNC Financial Services Group
16
PNC Financial Services Group
Pennsylvania
$60.5M 1,254,825 -158,454 -11%
MA
17
MCF Advisors
Kentucky
$54.2M 1,124,007 +46,379 +4%
LPL Financial
18
LPL Financial
California
$50.3M 1,043,980 +213,925 +26%
Renaissance Technologies
19
Renaissance Technologies
New York
$41.6M 863,535 +367,335 +74%
FCI
20
Financial Counselors Inc
Kansas
$41.6M 862,949 +358,669 +71%
BSB
21
Bangor Savings Bank
Maine
$37.2M 770,660 +19,107 +3%
EWM
22
Evermay Wealth Management
Virginia
$36.7M 761,457 +142,655 +23%
FCA
23
FLC Capital Advisors
California
$34.7M 720,449 -3,508 -0.5%
MPWT
24
MassMutual Private Wealth & Trust
Connecticut
$33.6M 696,162 +329,761 +90%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$32.9M 683,229 -5,191 -0.8%
1
2 3 4 5