SCHO icon

Schwab Short-Term US Treasury ETF
SCHO

Overview Fund Activity

628 hedge funds and large institutions have $9.92B invested in Schwab Short-Term US Treasury ETF in 2024 Q4 according to their latest regulatory filings, with 111 funds opening new positions, 484 increasing their positions, 28 reducing their positions, and 58 closing their positions.

Holders
628
Holders Change
+45
Holders Change %
+7.72%
% of All Funds
8.36%
Holding in Top 10
47
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+9.3%
% of All Funds
0.63%
New
111
Increased
484
Reduced
28
Closed
58
Calls
$1.36M
Puts
$1.07M
Net Calls
+$286K
Net Calls Change
-$1.85M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$3.86B
2
Koshinski Asset Management
2
Koshinski Asset Management
Illinois
$1.52B
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$500M
4
Ameriprise
4
Ameriprise
Minnesota
$513M
5
SEI Investments
5
SEI Investments
Pennsylvania
$391M

Top Sellers

1
Jane Street
1
Jane Street
New York
$1.51M
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$34K
3
BB
3
Busey Bank
Illinois
$0
4
ACM
4
AlphaStar Capital Management
North Carolina
$0
5
DAS
5
Dynamic Advisor Solutions
Arizona
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$3.86B 160,244,548 +82,051,493 +105%
Koshinski Asset Management
2
Koshinski Asset Management
Illinois
$1.52B 63,214 +29,647 +88%
Ameriprise
3
Ameriprise
Minnesota
$513M 21,347,139 +9,152,670 +75%
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$500M 20,762,162 +12,048,633 +138%
SEI Investments
5
SEI Investments
Pennsylvania
$391M 16,267,808 +8,514,242 +110%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$173M 7,207,855 +4,457,169 +162%
Stifel Financial
7
Stifel Financial
Missouri
$142M 5,921,744 +2,922,717 +97%
Wealthfront Advisers
8
Wealthfront Advisers
California
$90.4M 3,755,864 +1,332,956 +55%
LPL Financial
9
LPL Financial
California
$80.9M 3,361,106 +1,642,412 +96%
State Street
10
State Street
Massachusetts
$74.6M 3,100,000 +1,550,000 +100%
Renaissance Technologies
11
Renaissance Technologies
New York
$70.5M 2,929,758 +1,598,331 +120%
MA
12
MCF Advisors
Kentucky
$70.5M 2,929,208 +1,674,798 +134%
Morgan Stanley
13
Morgan Stanley
New York
$63M 2,618,644 +1,275,657 +95%
PNC Financial Services Group
14
PNC Financial Services Group
Pennsylvania
$60.6M 2,518,362 +1,210,645 +93%
WCF
15
West Coast Financial
California
$59.1M 2,457,475 +1,520,253 +162%
CCA
16
Clearwater Capital Advisors
Illinois
$58.9M 2,447,588 +1,283,078 +110%
Wealth Enhancement Advisory Services
17
Wealth Enhancement Advisory Services
Minnesota
$51.5M 2,140,452 +1,489,215 +229%
SCM
18
SCS Capital Management
Massachusetts
$50.4M 2,093,437 +1,028,789 +97%
Mercer Global Advisors
19
Mercer Global Advisors
Colorado
$47.7M 1,983,729 -94,935 -5%
MIM
20
Morningstar Investment Management
Illinois
$45.5M 1,890,735 -196,339 -9%
BSB
21
Bangor Savings Bank
Maine
$40.1M 1,666,108 +869,727 +109%
TCM
22
TruNorth Capital Management
Michigan
$38.3M 1,592,885 +914,643 +135%
Wells Fargo
23
Wells Fargo
California
$38.2M 1,589,099 +1,098,516 +224%
UCMOK
24
United Capital Management of KS
Kansas
$37.7M 1,568,952 +825,594 +111%
MFT
25
Moisand Fitzgerald Tamayo
Florida
$37.3M 1,548,840 +803,550 +108%
1
2 3 4 5