We are live on ! Find out more
SCHO icon

Schwab Short-Term US Treasury ETF

237 hedge funds and large institutions have $1.09B invested in Schwab Short-Term US Treasury ETF in 2018 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 97 increasing their positions, 76 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 21

28% more repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 76

15% more capital invested

Capital invested by funds: $950M → $1.09B (+$143M)

10% more funds holding in top 10

Funds holding in top 10: 2123 (+2)

4% more funds holding

Funds holding: 227237 (+10)

2.03% more ownership

Funds ownership: 81.96%83.99% (+2%)

Holders
237
Holders Change
+10
Holders Change %
+4.41%
% of All Funds
5.43%
Holding in Top 10
23
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.52%
% of All Funds
0.53%
New
34
Increased
97
Reduced
76
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CA
51
Callahan Advisors
Texas
$3.66M -$2.26M -91,024 -38%
PAM
52
Peak Asset Management
Colorado
$3.62M +$300K +12,080 +9%
RPGK
53
Retirement Planning Group (Kansas)
Kansas
$3.42M +$219K +8,814 +7%
VHAM
54
Van Hulzen Asset Management
California
$3.39M -$1.27M -51,298 -27%
BC
55
Brinker Capital
Pennsylvania
$3.29M +$2.11M +84,802 +178%
AB
56
AT Bancorp
Iowa
$3.1M +$646 +26 +0%
JIC
57
Johnson Investment Counsel
Ohio
$3.07M +$3.07M +123,574 New
Wolverine Trading
58
Wolverine Trading
Illinois
$3.02M
Mariner
59
Mariner
Kansas
$2.93M +$497K +19,992 +20%
ACM
60
Advisors Capital Management
New Jersey
$2.92M +$65K +2,618 +2%
SP
61
Successful Portfolios
Florida
$2.77M +$380K +15,284 +16%
AF
62
Advisornet Financial
Minnesota
$2.69M -$457K -18,402 -15%
SCA
63
STALEY CAPITAL ADVISERS
Pennsylvania
$2.68M -$54.7K -2,200 -2%
KWM
64
Kingsview Wealth Management
Oregon
$2.67M +$1.39M +56,078 +109%
BFPW
65
BOK Financial Private Wealth
Colorado
$2.65M +$2.64M +106,338 New
RJFSA
66
Raymond James Financial Services Advisors
Florida
$2.61M -$48.9K -1,970 -2%
GIA
67
GHP Investment Advisors
Colorado
$2.55M -$319K -12,828 -11%
Bank of New York Mellon
68
Bank of New York Mellon
New York
$2.49M +$2.49M +100,218 New
FEG
69
Fund Evaluation Group
Ohio
$2.48M -$1.5M -60,266 -38%
KF
70
Krilogy Financial
Missouri
$2.3M +$108K +4,348 +5%
SWM
71
SeaCrest Wealth Management
New York
$2.28M -$186K -7,478 -8%
GCA
72
Gradient Capital Advisors
California
$2.26M +$765K +30,802 +51%
SFA
73
Sequoia Financial Advisors
Ohio
$2.19M +$682K +27,472 +45%
HI
74
Harrington Investments
California
$2.1M -$2.44M -98,100 -54%
Allianz Asset Management
75
Allianz Asset Management
Germany
$2.1M +$2.09M +84,330 New