SCHO icon

Schwab Short-Term US Treasury ETF
SCHO

Overview Fund Activity

101 hedge funds and large institutions have $344M invested in Schwab Short-Term US Treasury ETF in 2015 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 45 increasing their positions, 24 reducing their positions, and 8 closing their positions.

Holders
101
Holders Change
+16
Holders Change %
+18.82%
% of All Funds
2.65%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.37%
New
25
Increased
45
Reduced
24
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
REMPR
1
Roof Eidam Maycock Peralta (REMP)
California
$13.4M
2
LA
2
LVW Advisors
New York
$6.15M
3
FWM
3
Frontier Wealth Management
Missouri
$8.44M
4
Morgan Stanley
4
Morgan Stanley
New York
$4.28M
5
BRWA
5
B. Riley Wealth Advisors
Florida
$3.3M

Top Sellers

1
SWA
1
SFMG Wealth Advisors
Texas
$0
2
Jane Street
2
Jane Street
New York
$520K
3
PMG
3
ProVise Management Group
Florida
$0
4
QCMNJ
4
Quantum Capital Management (New Jersey)
New Jersey
$30.1M
5
CWM
5
Concert Wealth Management
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BRWA
26
B. Riley Wealth Advisors
Florida
$3.3M 130,898 +130,898 New
ADL
27
Asset Dedication LLC
California
$3.01M 119,442 +119,442 New
SG Americas Securities
28
SG Americas Securities
New York
$2.52M 100,000 +100,000 New
DWM
29
Destination Wealth Management
California
$2.5M 98,976 -35,288 -26%
SCA
30
STALEY CAPITAL ADVISERS
Pennsylvania
$2.45M 97,000 +600 +0.6%
UCFA
31
United Capital Financial Advisors
Texas
$2.4M 95,282 -20,632 -18%
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$2.4M 95,262 +51,618 +118%
UBS Group
33
UBS Group
Switzerland
$2.25M 89,144 -6,064 -6%
MFT
34
Moisand Fitzgerald Tamayo
Florida
$2.22M 88,028 +88,028 New
Envestnet Asset Management
35
Envestnet Asset Management
Illinois
$2.07M 82,034 -42,390 -34%
CCM
36
Carlson Capital Management
Minnesota
$2.06M 81,616 -2,474 -3%
Susquehanna International Group
37
Susquehanna International Group
Pennsylvania
$1.78M 70,364 -43,052 -38%
LWAC
38
Laurel Wealth Advisors (California)
California
$1.77M 70,112 +70,112 New
RWM
39
Rench Wealth Management
Texas
$1.77M 70,058 -35,062 -33%
CWM
40
Confluence Wealth Management
Oregon
$1.59M 63,034 +30,616 +94%
RJFSA
41
Raymond James Financial Services Advisors
Florida
$1.52M 60,354 -858 -1%
FANJ
42
Financial Architects (New Jersey)
New Jersey
$1.3M 51,504 +38,954 +310%
SAM
43
Summit Asset Management
Tennessee
$1.21M 47,814 +20,184 +73%
CA
44
Capital Advantage
California
$1.04M 41,414 -8,464 -17%
SFA
45
Sequoia Financial Advisors
Ohio
$897K 35,576 +12,402 +54%
VNA
46
Valley National Advisers
Pennsylvania
$870K 34,504 -772 -2%
OIA
47
Optimum Investment Advisors
Illinois
$815K 32,320 +16,420 +103%
CWM
48
Cabot Wealth Management
Massachusetts
$811K 32,140 +1,822 +6%
LPL Financial
49
LPL Financial
California
$783K 31,042 +14,052 +83%
Ameriprise
50
Ameriprise
Minnesota
$752K 29,824 +8,322 +39%
1
2
3 4 5