SCHO icon

Schwab Short-Term US Treasury ETF

42 hedge funds and large institutions have $118M invested in Schwab Short-Term US Treasury ETF in 2014 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 16 increasing their positions, 15 reducing their positions, and 5 closing their positions.

Holders
42
Holders Change
+3
Holders Change %
+7.69%
% of All Funds
1.21%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.17%
New
9
Increased
16
Reduced
15
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CWM
26
Cabot Wealth Management
Massachusetts
$508K 10,051 +1,173 +13%
BCM
27
Bluefin Capital Management
New York
$500K 10,689 +10,689 New
Susquehanna International Group
28
Susquehanna International Group
Pennsylvania
$428K 8,469 -71,937 -89%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$411K 8,137 -125 -2%
MAM
30
Marquette Asset Management
Minnesota
$396K 7,839 +7,839 New
BMM
31
Buffington Mohr McNeal
Idaho
$365K 7,230 -1,750 -19%
Morgan Stanley
32
Morgan Stanley
New York
$334K 6,610 +3,991 +152%
VKH
33
Virtu KCG Holdings
New York
$258K 5,097 -4,041 -44%
BCI
34
Brinker Capital Investments
Pennsylvania
$255K 5,035 +3,321 +194%
PP
35
Palladium Partners
Virginia
$124K 2,456 +2,456 New
BBPWM
36
Blue Bell Private Wealth Management
Pennsylvania
$77K 1,521 +27 +2%
MAS
37
Madden Advisory Services
Florida
$48K 950 -1,175 -55%
Bank of America
38
Bank of America
North Carolina
$32K 624 -6,532 -91%
LTFS
39
Ladenburg Thalmann Financial Services
Florida
$30K 595
FNBT
40
FineMark National Bank & Trust
Florida
$25K 494 +494 New
NMIS
41
Northwestern Mutual Investment Services
Wisconsin
$6K 112 +112 New
KCPG
42
Kavar Capital Partners Group
Kansas
$2K 50
CDIA
43
Capital Directions Investment Advisors
Georgia
-595 Closed
Citigroup
44
Citigroup
New York
-329 Closed
ASN
45
Advisory Services Network
Georgia
-62 Closed
MA
46
MCF Advisors
Kentucky
-20 Closed
AA
47
Apriem Advisors
California
-5 Closed