SCHO icon

Schwab Short-Term US Treasury ETF
SCHO

Overview Fund Activity

170 hedge funds and large institutions have $807M invested in Schwab Short-Term US Treasury ETF in 2017 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 80 increasing their positions, 47 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
170
Holders Change
+5
Holders Change %
+3.03%
% of All Funds
4.24%
Holding in Top 10
24
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+50%
% of All Funds
0.6%
New
22
Increased
80
Reduced
47
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IA
IndexIQ Advisors
New York
$121M
2
SEI Investments
SEI Investments
Pennsylvania
$136M
3
UCFA
United Capital Financial Advisors
Texas
$23.5M
4
Morgan Stanley
Morgan Stanley
New York
$15.6M
5
TH
Timber Hill
Connecticut
$12.8M

Top Sellers

1
LIM
Leavell Investment Management
Alabama
$16.7M
2
EWM
Evermay Wealth Management
Virginia
$761K
3
MWM
Merriman Wealth Management
Washington
$695K
4
Jane Street
Jane Street
New York
$0
5
RPGK
Retirement Planning Group (Kansas)
Kansas
$3.04M
Name Holding Trade Value Shares
Change 		Shares
Change %
EK
76
Evensky & Katz
Florida
$1.12M +$1.12M +44,504 New
PAG
77
Pinnacle Advisory Group
Maryland
$1.04M -$154K -6,108 -13%
SFS
78
Strategic Financial Services
New York
$947K +$5.8K +230 +0.6%
WP
79
WealthSource Partners
California
$946K +$58.5K +2,320 +7%
LPL Financial
80
LPL Financial
California
$860K +$191K +7,592 +29%
SAMC
81
Spectrum Asset Management (California)
California
$850K +$4.08K +162 +0.5%
AI
82
Atria Investments
North Carolina
$847K +$36.3K +1,438 +4%
AG
83
Advisor Group
Arizona
$846K +$108K +4,290 +15%
FANJ
84
Financial Architects (New Jersey)
New Jersey
$845K -$338K -13,418 -29%
MA
85
MUFG Americas
New York
$790K +$7.21K +286 +0.9%
EWM
86
Evermay Wealth Management
Virginia
$761K -$4.71M -187,098 -86%
CA
87
Cambridge Advisors
Nebraska
$761K +$101 +4 +0%
IFS
88
Ifrah Financial Services
Arkansas
$726K +$18.9K +750 +3%
PWM
89
Perigon Wealth Management
California
$722K +$181K +7,184 +33%
BTS
90
BB&T Securities
Virginia
$717K -$28.1K -1,114 -4%
AFP
91
Ausdal Financial Partners
Iowa
$716K +$1.97K +78 +0.3%
AA
92
Advisory Alpha
Michigan
$705K +$25.1K +998 +4%
MAS
93
Managed Account Services
Florida
$705K +$303K +12,020 +75%
MWM
94
Merriman Wealth Management
Washington
$695K -$3.84M -152,228 -85%
Koshinski Asset Management
95
Koshinski Asset Management
Illinois
$626K +$63.2K +2,510 +11%
EAM
96
Evanson Asset Management
California
$600K +$371K +14,720 +162%
MCP
97
Mirador Capital Partners
California
$594K +$46.8K +1,860 +9%
SGAM
98
Steinberg Global Asset Management
Florida
$589K +$10.4K +414 +2%
SDWMA
99
Schneider Downs Wealth Management Advisors
Pennsylvania
$583K +$106K +4,208 +22%
Citadel Advisors
100
Citadel Advisors
Florida
$556K +$153K +6,062 +38%
2 3
4
5 6