SCHO icon

Schwab Short-Term US Treasury ETF
SCHO

Overview Fund Activity

39 hedge funds and large institutions have $105M invested in Schwab Short-Term US Treasury ETF in 2013 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 13 increasing their positions, 12 reducing their positions, and 9 closing their positions.

Holders
39
Holders Change
+1
Holders Change %
+2.63%
% of All Funds
1.13%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.15%
New
10
Increased
13
Reduced
12
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
DWM
1
Destination Wealth Management
California
$13.4M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$4.07M
3
BSW
3
Buckingham Strategic Wealth
Missouri
$2.44M
4
QCMNJ
4
Quantum Capital Management (New Jersey)
New Jersey
$27.8M
5
CHJWM
5
Carlton Hofferkamp & Jenks Wealth Management
Texas
$5.56M

Top Sellers

1
PFG
1
Piershale Financial Group
Illinois
$0
2
PMG
2
ProVise Management Group
Florida
$293K
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$418K
4
DS
4
DRW Securities
Illinois
$0
5
CA
5
Callahan Advisors
Texas
$3.14M
Name Holding Trade Value Shares
Change 		Shares
Change %
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$418K -$2.2M -86,816 -84%
Bank of America
27
Bank of America
North Carolina
$361K -$12.8K -506 -3%
PMG
28
ProVise Management Group
Florida
$293K -$3.13M -123,656 -91%
Morgan Stanley
29
Morgan Stanley
New York
$132K +$132K +5,238 New
MAS
30
Madden Advisory Services
Florida
$107K – – –
BCI
31
Brinker Capital Investments
Pennsylvania
$87K +$6.9K +272 +9%
BBPWM
32
Blue Bell Private Wealth Management
Pennsylvania
$76K +$76K +2,988 New
CDIA
33
Capital Directions Investment Advisors
Georgia
$30K -$30K -1,190 -50%
LTFS
34
Ladenburg Thalmann Financial Services
Florida
$30K – – –
Citigroup
35
Citigroup
New York
$17K +$17K +658 New
ASN
36
Advisory Services Network
Georgia
$3K +$3K +124 New
KCPG
37
Kavar Capital Partners Group
Kansas
$2K +$2K +100 New
MA
38
MCF Advisors
Kentucky
$1K +$1K +40 New
PFG
39
Piershale Financial Group
Illinois
– -$9.12M -360,852 Closed
DS
40
DRW Securities
Illinois
– -$572K -22,608 Closed
BSB
41
Bangor Savings Bank
Maine
– -$297K -11,764 Closed
AAM
42
Autus Asset Management
Arizona
– -$297K -11,760 Closed
BCM
43
Bluefin Capital Management
New York
– -$300K -10,594 Closed
RIA
44
Regal Investment Advisors
Michigan
– -$187K -7,400 Closed
PP
45
Palladium Partners
Virginia
– -$124K -4,912 Closed
S
46
SignatureFD
Georgia
– -$12K -482 Closed
FANJ
47
Financial Architects (New Jersey)
New Jersey
– -$1K -72 Closed
1
2