SCHO icon

Schwab Short-Term US Treasury ETF
SCHO

Overview Fund Activity

66 hedge funds and large institutions have $183M invested in Schwab Short-Term US Treasury ETF in 2015 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 22 increasing their positions, 24 reducing their positions, and 7 closing their positions.

Holders
66
Holders Change
+3
Holders Change %
+4.76%
% of All Funds
1.76%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.16%
New
10
Increased
22
Reduced
24
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$8.98M
2
EWM
2
Evermay Wealth Management
Virginia
$3.17M
3
Jane Street
3
Jane Street
New York
$1.88M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$1.37M
5
BSB
5
Bangor Savings Bank
Maine
$8.17M

Top Sellers

1
DWM
1
Destination Wealth Management
California
$2.77M
2
JWS
2
Juncture Wealth Strategies
Arizona
$10.8M
3
FWM
3
Frontier Wealth Management
Missouri
$6.85M
4
IF
4
Ironwood Financial
Arizona
$3.61M
5
CA
5
Capital Advantage
California
$8.21M
Name Holding Trade Value Shares
Change 		Shares
Change %
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$1.44M +$1.05M +41,198 +264%
Susquehanna International Group
27
Susquehanna International Group
Pennsylvania
$1.37M +$1.37M +53,982 New
VNA
28
Valley National Advisers
Pennsylvania
$1.19M -$267K -10,530 -18%
IFS
29
Ifrah Financial Services
Arkansas
$690K +$9.34K +368 +1%
CWM
30
Cabot Wealth Management
Massachusetts
$688K -$14.3K -562 -2%
AWM
31
AllSquare Wealth Management
New York
$652K – – –
SAM
32
Summit Asset Management
Tennessee
$602K – – –
Wells Fargo
33
Wells Fargo
California
$602K +$379K +14,956 +170%
FC
34
Financial Consulate
Maryland
$583K -$1.07M -42,218 -65%
OIA
35
Optimum Investment Advisors
Illinois
$568K -$225K -8,870 -28%
SGAM
36
Steinberg Global Asset Management
Florida
$530K +$116K +4,568 +28%
REMPR
37
Roof Eidam Maycock Peralta (REMP)
California
$514K -$136K -5,350 -21%
LIM
38
Leavell Investment Management
Alabama
$450K +$450K +17,752 New
PWM
39
Perigon Wealth Management
California
$423K +$133K +5,228 +46%
Koshinski Asset Management
40
Koshinski Asset Management
Illinois
$419K +$119K +4,692 +40%
CS
41
Credit Suisse
Switzerland
$336K -$287K -11,334 -46%
Mariner
42
Mariner
Kansas
$330K +$124K +4,890 +60%
LA
43
LVW Advisors
New York
$320K -$660 -26 -0.2%
Bank of America
44
Bank of America
North Carolina
$318K -$643K -25,300 -67%
GWM
45
Gupta Wealth Management
California
$288K +$288K +11,362 New
FI
46
FormulaFolio Investments
Michigan
$268K -$940K -36,974 -78%
Cambridge Investment Research Advisors
47
Cambridge Investment Research Advisors
Iowa
$262K +$23.2K +914 +10%
Citigroup
48
Citigroup
New York
$254K – – –
MAM
49
Marquette Asset Management
Minnesota
$238K +$30.5K +1,200 +15%
SHJ
50
Sharkey, Howes & Javer
Colorado
$229K +$229K +9,012 New
1
2
3