SCHO icon

Schwab Short-Term US Treasury ETF
SCHO

Overview Fund Activity

340 hedge funds and large institutions have $3.37B invested in Schwab Short-Term US Treasury ETF in 2019 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 133 increasing their positions, 122 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
340
Holders Change
+33
Holders Change %
+10.75%
% of All Funds
7.37%
Holding in Top 10
53
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+12.77%
% of All Funds
1.15%
New
63
Increased
133
Reduced
122
Closed
27
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Financial Engines Advisors
Financial Engines Advisors
California
$842M
2
Bank of America
Bank of America
North Carolina
$435M
3
NFG
Next Financial Group
Texas
$25.8M
4
HCM
Hengehold Capital Management
Ohio
$27.2M
5
BOPW
Brandywine Oak Private Wealth
Pennsylvania
$27.6M

Top Sellers

1
HCM
Hilton Capital Management
New York
$107M
2
DF
Donoghue Forlines
Massachusetts
$112M
3
Ameriprise
Ameriprise
Minnesota
$65.5M
4
I
INVST
Indiana
$5.82M
5
AI
Atria Investments
North Carolina
$20.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
LWAC
126
Laurel Wealth Advisors (California)
California
$1.86M +$390K +15,524 +26%
LFA
127
Landmark Financial Advisors
Kentucky
$1.85M -$48K -1,912 -3%
BFG
128
Bouchey Financial Group
New York
$1.85M +$42.3K +1,684 +2%
AWA
129
Arete Wealth Advisors
Illinois
$1.81M +$493K +19,662 +38%
HI
130
Harrington Investments
California
$1.79M +$113K +4,500 +7%
Commonwealth Equity Services
131
Commonwealth Equity Services
Massachusetts
$1.77M -$3.94M -156,988 -69%
MWA
132
MFA Wealth Advisors
Pennsylvania
$1.77M +$1.77M +70,102 New
CW
133
CreativeOne Wealth
Kansas
$1.75M +$243K +9,698 +16%
UBS Group
134
UBS Group
Switzerland
$1.74M -$1.31M -52,224 -43%
SWM
135
SVA Wealth Management
Wisconsin
$1.72M +$63.8K +2,544 +4%
FC
136
Financial Consulate
Maryland
$1.72M -$44.1K -1,756 -3%
DI
137
Diligent Investors
California
$1.72M -$33.3K -1,326 -2%
UCMOK
138
United Capital Management of KS
Kansas
$1.69M -$424K -16,928 -20%
BDF
139
Black Diamond Financial
Maryland
$1.65M +$248K +9,872 +18%
SFA
140
Sequoia Financial Advisors
Ohio
$1.57M -$798K -31,794 -34%
TC
141
TownSquare Capital
Utah
$1.47M +$1.47M +58,568 New
GVAG
142
Great Valley Advisor Group
Delaware
$1.46M +$1.46M +58,380 New
SG
143
Somerset Group
Minnesota
$1.41M +$1.41M +56,284 New
MA
144
Mutual Advisors
Nebraska
$1.4M +$365K +14,562 +35%
BIA
145
Bigelow Investment Advisors
Maine
$1.39M +$804K +32,038 +138%
SFS
146
Sowell Financial Services
Arkansas
$1.34M -$129K -5,146 -9%
MAFM
147
Mid Atlantic Financial Management
Pennsylvania
$1.34M -$915K -36,482 -41%
SWM
148
SeaCrest Wealth Management
New York
$1.32M -$486K -19,382 -27%
PSUF
149
People's United Financial
Connecticut
$1.28M +$166K +6,604 +15%
PFA
150
Pinnacle Family Advisors
Missouri
$1.28M -$1.31M -52,250 -51%
4 5
6
7 8