SCHO icon

Schwab Short-Term US Treasury ETF
SCHO

Overview Fund Activity

340 hedge funds and large institutions have $3.37B invested in Schwab Short-Term US Treasury ETF in 2019 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 133 increasing their positions, 122 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
340
Holders Change
+33
Holders Change %
+10.75%
% of All Funds
7.37%
Holding in Top 10
53
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+12.77%
% of All Funds
1.15%
New
63
Increased
133
Reduced
122
Closed
27
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Financial Engines Advisors
Financial Engines Advisors
California
$842M
2
Bank of America
Bank of America
North Carolina
$435M
3
NFG
Next Financial Group
Texas
$25.8M
4
HCM
Hengehold Capital Management
Ohio
$27.2M
5
BOPW
Brandywine Oak Private Wealth
Pennsylvania
$27.6M

Top Sellers

1
HCM
Hilton Capital Management
New York
$107M
2
DF
Donoghue Forlines
Massachusetts
$112M
3
Ameriprise
Ameriprise
Minnesota
$65.5M
4
I
INVST
Indiana
$5.82M
5
AI
Atria Investments
North Carolina
$20.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
NFH
26
NEXT Financial Holdings
Texas
$25.8M +$25.8M +1,029,240 New
BSB
27
Bangor Savings Bank
Maine
$24.2M +$994K +39,624 +4%
Wealth Enhancement Advisory Services
28
Wealth Enhancement Advisory Services
Minnesota
$24M +$877K +35,040 +4%
FCA
29
FLC Capital Advisors
California
$22.4M +$9.17M +365,280 +69%
ACG
30
Allen Capital Group
Nebraska
$20.8M +$1.6M +63,712 +8%
CF
31
Corrigan Financial
Rhode Island
$20.8M +$1.19M +47,544 +6%
AI
32
Atria Investments
North Carolina
$20.8M -$27M -1,075,406 -56%
LJAC
33
L.J. Altfest & Co
New York
$20.6M +$7.67M +306,106 +59%
LTFS
34
Ladenburg Thalmann Financial Services
Florida
$17.7M -$1.64M -65,500 -9%
LIM
35
Leavell Investment Management
Alabama
$16.6M -$254K -10,104 -2%
BC
36
Brinker Capital
Pennsylvania
$15.2M +$6.02M +239,842 +65%
FHA
37
First Horizon Advisors
Tennessee
$15M +$623K +24,834 +4%
UWM
38
USAdvisors Wealth Management
Minnesota
$14.5M +$2.94M +116,974 +25%
RRC
39
Relaxing Retirement Coach
Massachusetts
$14.1M -$1.09M -43,348 -7%
WF
40
WealthTrust Fairport
Ohio
$13.8M +$1.38M +54,980 +11%
LYV
41
Live Your Vision
Pennsylvania
$13.1M +$11M +439,418 +534%
BCM
42
Blume Capital Management
California
$12.2M +$597K +23,774 +5%
PNC Financial Services Group
43
PNC Financial Services Group
Pennsylvania
$11.7M +$4.11M +163,694 +54%
DBRC
44
D.B. Root & Company
Pennsylvania
$11.4M +$10.8M +429,300 +1,854%
CWM
45
Cabot Wealth Management
Massachusetts
$10.8M -$447K -17,814 -4%
RC
46
Roundview Capital
New Jersey
$10.7M +$7.94M +316,260 +292%
Wells Fargo
47
Wells Fargo
California
$10.6M -$5.07M -202,028 -32%
Bank of New York Mellon
48
Bank of New York Mellon
New York
$10.5M -$1.32M -52,482 -11%
AEPG
49
American Economic Planning Group
New Jersey
$10.5M +$10.5M +418,758 New
VDFA
50
Vickerman & Driscoll Financial Advisors
Washington
$10.5M +$10.5M +416,920 New
1
2
3 4 5