SCHO icon

Schwab Short-Term US Treasury ETF
SCHO

Overview Fund Activity

307 hedge funds and large institutions have $2.38B invested in Schwab Short-Term US Treasury ETF in 2018 Q4 according to their latest regulatory filings, with 84 funds opening new positions, 120 increasing their positions, 77 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
307
Holders Change
+55
Holders Change %
+21.83%
% of All Funds
6.85%
Holding in Top 10
47
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+62.07%
% of All Funds
1.05%
New
84
Increased
120
Reduced
77
Closed
27
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
DF
1
Donoghue Forlines
Massachusetts
$173M
2
Ameriprise
2
Ameriprise
Minnesota
$99.1M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$91.1M
4
HCM
4
Hilton Capital Management
New York
$62.5M
5
BCM
5
Brookstone Capital Management
Illinois
$54.1M

Top Sellers

1
IA
1
IndexIQ Advisors
New York
$53M
2
FIMG
2
Financial & Investment Management Group
Michigan
$0
3
LTFS
3
Ladenburg Thalmann Financial Services
Florida
$19.2M
4
MWM
4
MinichMacGregor Wealth Management
New York
$0
5
Jane Street
5
Jane Street
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Wealth Enhancement Advisory Services
26
Wealth Enhancement Advisory Services
Minnesota
$23M +$1.01M +40,362 +5%
BSB
27
Bangor Savings Bank
Maine
$23M +$6M +240,346 +35%
Charles Schwab
28
Charles Schwab
California
$21.7M +$3.46M +138,494 +19%
CF
29
Corrigan Financial
Rhode Island
$19.5M +$2.31M +92,766 +13%
LTFS
30
Ladenburg Thalmann Financial Services
Florida
$19.2M -$13.1M -525,050 -41%
ACG
31
Allen Capital Group
Nebraska
$19.1M +$4.25M +170,522 +29%
FIM
32
Freedom Investment Management
Connecticut
$17.6M -$1.11M -44,568 -6%
LIM
33
Leavell Investment Management
Alabama
$16.8M -$1.96M -78,366 -10%
Wells Fargo
34
Wells Fargo
California
$15.6M +$2.49M +99,748 +19%
RRC
35
Relaxing Retirement Coach
Massachusetts
$15.1M -$508K -20,336 -3%
5L
36
55I LLC
Massachusetts
$14.9M +$14.9M +596,218 New
WCM
37
Weatherstone Capital Management
Colorado
$14.8M +$14.8M +595,226 New
FHA
38
First Horizon Advisors
Tennessee
$14.3M +$6.67M +267,474 +88%
FCA
39
FLC Capital Advisors
California
$13.1M +$13.1M +525,972 New
Morgan Stanley
40
Morgan Stanley
New York
$13.1M -$4.21M -168,788 -24%
LJAC
41
L.J. Altfest & Co
New York
$12.9M +$319K +12,782 +3%
WF
42
WealthTrust Fairport
Ohio
$12.3M +$12.3M +493,450 New
DW
43
Domani Wealth
Pennsylvania
$11.9M +$6.6M +264,440 +125%
Bank of New York Mellon
44
Bank of New York Mellon
New York
$11.8M +$8.11M +325,092 +222%
BCM
45
Blume Capital Management
California
$11.5M +$4.78M +191,414 +71%
UWM
46
USAdvisors Wealth Management
Minnesota
$11.5M +$1.28M +51,330 +13%
CWM
47
Cabot Wealth Management
Massachusetts
$11.2M +$3.51M +140,770 +46%
BOPW
48
Brandywine Oak Private Wealth
Pennsylvania
$10.6M +$10.6M +411,506 New
FAIM
49
Financial Advocates Investment Management
Washington
$10.4M +$9.51M +380,998 +1,091%
BC
50
Brinker Capital
Pennsylvania
$9.15M +$2.99M +119,962 +49%
1
2
3 4 5