SCHO icon

Schwab Short-Term US Treasury ETF
SCHO

Overview Fund Activity

123 hedge funds and large institutions have $343M invested in Schwab Short-Term US Treasury ETF in 2016 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 47 increasing their positions, 42 reducing their positions, and 8 closing their positions.

Holders
123
Holders Change
+12
Holders Change %
+10.81%
% of All Funds
3.29%
Holding in Top 10
16
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.43%
New
22
Increased
47
Reduced
42
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bessemer Group
1
Bessemer Group
New Jersey
$31.1M
2
FWM
2
Frontier Wealth Management
Missouri
$10.3M
3
KLC
3
Knowledge Leaders Capital
Colorado
$4.04M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$3.71M
5
BFPW
5
BOK Financial Private Wealth
Colorado
$2.09M

Top Sellers

1
SWA
1
SFMG Wealth Advisors
Texas
$1.41M
2
QCMNJ
2
Quantum Capital Management (New Jersey)
New Jersey
$21M
3
Wells Fargo
3
Wells Fargo
California
$2.19M
4
JWS
4
Juncture Wealth Strategies
Arizona
$6.85M
5
GC
5
Grimes & Company
Massachusetts
$2.35M
Name Market Value Shares Shares
Change 		Shares
Change %
PAM
26
Peak Asset Management
Colorado
$2.94M 115,514 +26,328 +30%
RWM
27
Rench Wealth Management
Texas
$2.86M 112,048 +21,960 +24%
UBS Group
28
UBS Group
Switzerland
$2.75M 107,742 +5,114 +5%
SCA
29
STALEY CAPITAL ADVISERS
Pennsylvania
$2.64M 103,400 +6,400 +7%
ADL
30
Asset Dedication LLC
California
$2.61M 102,260 -8,556 -8%
SG Americas Securities
31
SG Americas Securities
New York
$2.55M 100,000 – –
SG
32
Societe Generale
$2.55M 100,000 +100,000 New
GC
33
Grimes & Company
Massachusetts
$2.35M 92,314 -201,838 -69%
AWM
34
Avior Wealth Management
Nebraska
$2.24M 87,842 +7,908 +10%
FANJ
35
Financial Architects (New Jersey)
New Jersey
$2.22M 87,148 +12,266 +16%
Ameriprise
36
Ameriprise
Minnesota
$2.22M 89,908 +8,200 +10%
Wells Fargo
37
Wells Fargo
California
$2.19M 85,948 -287,556 -77%
BFPW
38
BOK Financial Private Wealth
Colorado
$2.09M 81,920 +81,920 New
RJFSA
39
Raymond James Financial Services Advisors
Florida
$2.03M 79,502 +12,874 +19%
IF
40
Ironwood Financial
Arizona
$1.98M 77,666 +4,306 +6%
CCWA
41
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.88M 73,886 +73,886 New
Mariner
42
Mariner
Kansas
$1.79M 70,036 +21,678 +45%
SFA
43
Sequoia Financial Advisors
Ohio
$1.76M 69,014 +33,726 +96%
CWM
44
Confluence Wealth Management
Oregon
$1.75M 68,632 +3,268 +5%
CCM
45
Carlson Capital Management
Minnesota
$1.74M 68,110 -4,048 -6%
LWAC
46
Laurel Wealth Advisors (California)
California
$1.61M 63,276 -2,472 -4%
Jane Street
47
Jane Street
New York
$1.56M 61,036 +26,386 +76%
SAMC
48
Spectrum Asset Management (California)
California
$1.55M 60,680 +3,150 +5%
CIC
49
Carnegie Investment Counsel
Ohio
$1.5M 59,030 +59,030 New
UCFA
50
United Capital Financial Advisors
Texas
$1.46M 57,292 -12,210 -18%
1
2
3 4 5