SCHO icon

Schwab Short-Term US Treasury ETF
SCHO

Overview Fund Activity

227 hedge funds and large institutions have $950M invested in Schwab Short-Term US Treasury ETF in 2018 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 99 increasing their positions, 62 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
227
Holders Change
+13
Holders Change %
+6.07%
% of All Funds
5.21%
Holding in Top 10
21
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-12.5%
% of All Funds
0.48%
New
40
Increased
99
Reduced
62
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SEI Investments
SEI Investments
Pennsylvania
+$40M
2
IA
IndexIQ Advisors
New York
+$30.7M
3
FAAS
First Allied Advisory Services
California
+$14.2M
4
CM
Columbus Macro
Pennsylvania
+$13M
5
QCMNJ
Quantum Capital Management (New Jersey)
New Jersey
+$7.44M

Top Sellers

1
FIMG
Financial & Investment Management Group
Michigan
-$14.9M
2
FC
Financial Consulate
Maryland
-$11.4M
3
SI
Scharf Investments
California
-$6.75M
4
ECML
Eagle Capital Management (Louisiana)
Louisiana
-$6.69M
5
Morgan Stanley
Morgan Stanley
New York
-$3.69M
Name Holding Trade Value Shares
Change 		Shares
Change %
AB
51
AT Bancorp
Iowa
$3.1M +$571K +22,932 +23%
Wolverine Trading
52
Wolverine Trading
Illinois
$3.02M +$723K +28,994 +32%
PTCG
53
Pring Turner Capital Group
California
$2.95M -$436K -17,500 -13%
GIA
54
GHP Investment Advisors
Colorado
$2.88M -$20.1K -808 -0.7%
ACM
55
Advisors Capital Management
New Jersey
$2.86M +$346K +13,866 +14%
PP
56
PrairieView Partners
Minnesota
$2.81M +$211K +8,480 +8%
UBS Group
57
UBS Group
Switzerland
$2.79M +$187K +7,522 +7%
SCA
58
STALEY CAPITAL ADVISERS
Pennsylvania
$2.74M -$105K -4,200 -4%
Ameriprise
59
Ameriprise
Minnesota
$2.72M +$233K +9,358 +9%
RJFSA
60
Raymond James Financial Services Advisors
Florida
$2.67M +$83.8K +3,362 +3%
AA
61
Advisory Alpha
Michigan
$2.64M +$2.06M +82,946 +352%
SWM
62
SeaCrest Wealth Management
New York
$2.47M +$1.11M +44,370 +81%
FWM
63
Frontier Wealth Management
Missouri
$2.46M -$3.43M -137,606 -58%
Mariner
64
Mariner
Kansas
$2.44M +$828K +33,216 +51%
SP
65
Successful Portfolios
Florida
$2.39M +$421K +16,906 +21%
AG
66
Advisor Group
Arizona
$2.33M +$1.42M +56,854 +155%
KF
67
Krilogy Financial
Missouri
$2.19M +$88.3K +3,544 +4%
CCM
68
Carlson Capital Management
Minnesota
$2.19M +$209K +8,390 +11%
Susquehanna International Group
69
Susquehanna International Group
Pennsylvania
$2.07M +$157K +6,294 +8%
DAC
70
Dividend Assets Capital
South Carolina
$2.05M +$742K +29,800 +57%
MWA
71
MFA Wealth Advisors
Pennsylvania
$2.04M +$20.5K +830 +1%
REMPR
72
Roof Eidam Maycock Peralta (REMP)
California
$2.03M -$880K -35,308 -30%
SWA
73
SFMG Wealth Advisors
Texas
$2.03M -$449K -18,034 -18%
SBL
74
Sargent Bickham Lagudis
Colorado
$1.98M +$1.69M +67,832 +586%
SAM
75
Summit Asset Management
Tennessee
$1.97M +$9.97K +400 +0.5%
1 2
3
4 5