SCHO icon

Schwab Short-Term US Treasury ETF
SCHO

Overview Fund Activity

214 hedge funds and large institutions have $816M invested in Schwab Short-Term US Treasury ETF in 2017 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 63 increasing their positions, 68 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
214
Holders Change
+44
Holders Change %
+25.88%
% of All Funds
4.86%
Holding in Top 10
24
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.55%
New
61
Increased
63
Reduced
68
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$131M
2
FEG
Fund Evaluation Group
Ohio
+$6.56M
3
Financial Engines Advisors
Financial Engines Advisors
California
+$3.71M
4
QCMNJ
Quantum Capital Management (New Jersey)
New Jersey
+$3.68M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$3.11M

Top Sellers

1
IA
IndexIQ Advisors
New York
-$118M
2
SWA
SFMG Wealth Advisors
Texas
-$24.5M
3
SPL
Smart Portfolios LLC
Washington
-$11.9M
4
TH
Timber Hill
Connecticut
-$11.7M
5
FIMG
Financial & Investment Management Group
Michigan
-$8.63M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
151
Capital Advantage
California
$259K -$951 -38 -0.4%
BIA
152
Bigelow Investment Advisors
Maine
$253K +$253K +10,132 New
PAG
153
Private Advisor Group
New Jersey
$250K -$50K -2,000 -17%
Citigroup
154
Citigroup
New York
$250K – – –
JWA
155
JFS Wealth Advisors
Pennsylvania
$246K +$128K +5,104 +108%
DIS
156
Diversified Investment Strategies
Louisiana
$240K -$213K -8,500 -47%
RW
157
REDW Wealth
New Mexico
$237K +$5.81K +232 +3%
ADL
158
Asset Dedication LLC
California
$236K -$78.8K -3,136 -25%
BWA
159
Burt Wealth Advisors
Maryland
$229K -$44.7K -1,786 -16%
SBA
160
Secrest Blakey & Associates
North Carolina
$225K +$225K +8,990 New
CIM
161
Contravisory Investment Management
Massachusetts
$217K -$12.2K -488 -5%
MSAM
162
Moloney Securities Asset Management
Missouri
$216K – – –
AWM
163
AE Wealth Management
Kansas
$209K +$209K +8,374 New
RPA
164
Rock Point Advisors
Vermont
$205K +$5.51K +220 +3%
MI
165
Moneywise Inc
Virginia
$205K +$205K +8,196 New
MWP
166
MYCIO Wealth Partners
Pennsylvania
$200K – – –
ASN
167
Advisory Services Network
Georgia
$179K +$6.19K +248 +4%
AIM
168
Anchor Investment Management
South Carolina
$169K +$50K +2,000 +42%
WAM
169
Wealthspire Advisors (Maryland)
Maryland
$147K -$22.6K -900 -13%
US Bancorp
170
US Bancorp
Minnesota
$146K +$102K +4,076 +232%
VIA
171
Vantage Investment Advisors
Pennsylvania
$130K +$59.2K +2,366 +83%
Carson Wealth (CWM LLC)
172
Carson Wealth (CWM LLC)
Nebraska
$128K +$54.5K +2,180 +74%
1IA
173
1834 Investment Advisors
Wisconsin
$115K +$115K +4,594 New
CA
174
Calton & Associates
Florida
$115K +$115K +4,626 New
RCC
175
Red Cedar Capital
Nebraska
$114K +$114K +4,540 New
5 6
7
8 9