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
Commonwealth Equity Services
101
Commonwealth Equity Services
Massachusetts
$1.15M +$218K +8,760 +23%
MA
102
Mutual Advisors
Nebraska
$1.14M -$292K -11,746 -20%
CWM
103
Confluence Wealth Management
Oregon
$1.13M -$305K -12,264 -21%
Lido Advisors
104
Lido Advisors
California
$1.1M +$745K +30,004 +213%
HCIA
105
Hochman Cole Investment Advisors
Illinois
$1.06M +$4.12K +166 +0.4%
SAM
106
Summit Asset Management
Tennessee
$1.01M -$952K -38,312 -48%
LFS
107
Lutz Financial Services
Nebraska
$1.01M -$12.4K -500 -1%
SAMC
108
Spectrum Asset Management (California)
California
$1M -$9.94K -400 -1%
RFA
109
Reilly Financial Advisors
California
$1M -$15.9K -640 -2%
Deutsche Bank
110
Deutsche Bank
Germany
$996K +$24.1K +970 +2%
SWM
111
SigFig Wealth Management
California
$962K -$158K -6,354 -14%
DAC
112
Dividend Assets Capital
South Carolina
$945K -$1.1M -44,400 -54%
PA
113
Parallel Advisors
California
$933K -$53.6K -2,156 -5%
3C
114
361 Capital
Colorado
$925K +$924K +37,188 New
FAIM
115
Financial Advocates Investment Management
Washington
$867K +$88.8K +3,574 +11%
CW
116
CreativeOne Wealth
Kansas
$863K +$618K +24,862 +253%
Franklin Resources
117
Franklin Resources
California
$847K -$854K -34,370 Closed
HighTower Advisors
118
HighTower Advisors
Illinois
$835K +$433K +17,424 +108%
Royal Bank of Canada
119
Royal Bank of Canada
Ontario, Canada
$819K -$49.2K -1,980 -6%
LPL Financial
120
LPL Financial
California
$813K -$365K -14,696 -31%
MAS
121
Managed Account Services
Florida
$809K -$44.5K -1,790 -5%
PSUF
122
People's United Financial
Connecticut
$801K +$436K +17,536 +120%
AWA
123
Arete Wealth Advisors
Illinois
$796K +$498K +20,044 +168%
MA
124
MUFG Americas
New York
$780K
PAG
125
Pinnacle Advisory Group
Maryland
$780K +$8.2K +330 +1%