SCHO icon

Schwab Short-Term US Treasury ETF
SCHO

Overview Fund Activity

160 hedge funds and large institutions have $635M invested in Schwab Short-Term US Treasury ETF in 2017 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 65 increasing their positions, 53 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
160
Holders Change
+22
Holders Change %
+15.94%
% of All Funds
3.99%
Holding in Top 10
22
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+10%
% of All Funds
0.55%
New
31
Increased
65
Reduced
53
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SEI Investments
1
SEI Investments
Pennsylvania
$95.4M
2
FIMG
2
Financial & Investment Management Group
Michigan
$32.3M
3
SWA
3
SFMG Wealth Advisors
Texas
$28.2M
4
IA
4
IndexIQ Advisors
New York
$53.1M
5
Bank of America
5
Bank of America
North Carolina
$13.6M

Top Sellers

1
FC
1
Financial Consulate
Maryland
$3.92M
2
REMPR
2
Roof Eidam Maycock Peralta (REMP)
California
$2.03M
3
FWM
3
Frontier Wealth Management
Missouri
$4.85M
4
FI
4
FormulaFolio Investments
Michigan
$2.97M
5
Wells Fargo
5
Wells Fargo
California
$558K
Name Holding Trade Value Shares
Change 		Shares
Change %
BCI
26
Brinker Capital Investments
Pennsylvania
$5.69M +$1.69M +66,790 +42%
RWM
27
Rench Wealth Management
Texas
$5.13M +$269K +10,668 +6%
FWM
28
Frontier Wealth Management
Missouri
$4.85M -$4.99M -197,712 -51%
MFT
29
Moisand Fitzgerald Tamayo
Florida
$4.63M +$1.11M +44,116 +32%
CMP
30
Courage Miller Partners
Virginia
$4.26M +$111K +4,380 +3%
FC
31
Financial Consulate
Maryland
$3.92M -$15M -595,626 -79%
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$3.54M +$3.19M +126,568 +917%
CWM
33
Cabot Wealth Management
Massachusetts
$3.47M +$1.88M +74,558 +118%
SAM
34
SignalPoint Asset Management
Missouri
$3.44M +$2.2M +87,078 +177%
GIA
35
GHP Investment Advisors
Colorado
$3.44M +$2.28M +90,422 +198%
UBS Group
36
UBS Group
Switzerland
$3.07M -$129K -5,098 -4%
FI
37
FormulaFolio Investments
Michigan
$2.97M -$3.56M -141,000 -55%
KF
38
Krilogy Financial
Missouri
$2.94M – – –
AWM
39
Avior Wealth Management
Nebraska
$2.85M +$62.5K +2,476 +2%
BCM
40
Bienville Capital Management
New York
$2.77M -$101K -4,000 -4%
SCA
41
STALEY CAPITAL ADVISERS
Pennsylvania
$2.77M -$50.5K -2,000 -2%
AIM
42
Arcadia Investment Management
Michigan
$2.69M +$183K +7,270 +7%
Morgan Stanley
43
Morgan Stanley
New York
$2.64M +$344K +13,640 +15%
LTFS
44
Ladenburg Thalmann Financial Services
Florida
$2.55M +$2.43M +96,440 +2,118%
SG Americas Securities
45
SG Americas Securities
New York
$2.52M – – –
Charles Schwab
46
Charles Schwab
California
$2.52M +$1.42M +56,148 +129%
DI
47
Diligent Investors
California
$2.42M +$113K +4,460 +5%
Ameriprise
48
Ameriprise
Minnesota
$2.37M +$75K +2,970 +3%
SAM
49
Summit Asset Management
Tennessee
$2.37M -$1M -39,804 -30%
CP
50
Corbenic Partners
Pennsylvania
$2.33M +$500K +19,816 +27%
1
2
3 4 5