SCHO icon

Schwab Short-Term US Treasury ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
AG
51
Advisor Group
Arizona
$9.14M +$5.76M +230,754 +171%
QCMC
52
Quantum Capital Management (California)
California
$8.72M +$8.72M +349,490 New
FEG
53
Fund Evaluation Group
Ohio
$8.7M -$853K -34,200 -9%
HSA
54
HBK Sorce Advisory
Pennsylvania
$8.63M +$7.39M +295,970 +592%
Cambridge Investment Research Advisors
55
Cambridge Investment Research Advisors
Iowa
$8.47M +$675K +27,046 +9%
CHJWM
56
Carlton Hofferkamp & Jenks Wealth Management
Texas
$8.09M -$149K -5,986 -2%
HighTower Advisors
57
HighTower Advisors
Illinois
$7.93M +$7.08M +284,046 +831%
SBL
58
Sargent Bickham Lagudis
Colorado
$7.9M +$6.01M +241,006 +319%
HFS
59
Howard Financial Services
Texas
$7.77M +$7.77M +311,350 New
WP
60
WealthSource Partners
California
$7.61M -$652K -26,122 -8%
PNC Financial Services Group
61
PNC Financial Services Group
Pennsylvania
$7.52M +$1.68M +67,182 +29%
DIA
62
Dean Investment Associates
Ohio
$7.43M +$171K +6,846 +2%
JWS
63
Juncture Wealth Strategies
Arizona
$7.35M -$1.85M -74,174 -20%
TF
64
Trek Financial
Arizona
$7.24M +$7.24M +289,968 New
BFPW
65
BOK Financial Private Wealth
Colorado
$7.16M +$3.92M +157,148 +121%
HCM
66
Hengehold Capital Management
Ohio
$6.97M +$6.68M +267,696 +2,338%
ATI
67
Act Two Investors
California
$6.22M +$6.22M +249,184 New
MFT
68
Moisand Fitzgerald Tamayo
Florida
$6.01M -$783K -31,356 -12%
AIA
69
Arcadia Investment Advisors
Idaho
$5.95M -$844K -33,814 -12%
CFA
70
Cahill Financial Advisors
Minnesota
$5.75M +$643K +25,784 +13%
Commonwealth Equity Services
71
Commonwealth Equity Services
Massachusetts
$5.68M +$2.51M +100,774 +80%
WIA
72
World Investment Advisors
California
$5.56M +$5.56M +222,816 New
BTS
73
BB&T Securities
Virginia
$5.4M +$340K +13,646 +7%
APG
74
Abacus Planning Group
South Carolina
$4.95M -$66.8K -2,676 -1%
PP
75
PrairieView Partners
Minnesota
$4.7M -$69.9K -2,800 -1%