SCHO icon

Schwab Short-Term US Treasury ETF

252 hedge funds and large institutions have $1.3B invested in Schwab Short-Term US Treasury ETF in 2018 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 114 increasing their positions, 76 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
252
Holders Change
+15
Holders Change %
+6.33%
% of All Funds
5.77%
Holding in Top 10
29
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+26.09%
% of All Funds
0.66%
New
39
Increased
114
Reduced
76
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
WWM
151
Windsor Wealth Management
Indiana
$600K +$600K +24,220 New
AWMG
152
Alliance Wealth Management Group
New Jersey
$589K +$102K +4,116 +21%
TCM
153
Towercrest Capital Management
Pennsylvania
$589K +$102K +4,116 +21%
RCA
154
Rowland Carmichael Advisors
Arizona
$577K -$16.2K -652 -3%
PWA
155
Providence Wealth Advisors
Illinois
$539K -$11.2K -450 -2%
TPWA
156
TRUE Private Wealth Advisors
Oregon
$531K -$3.77K -152 -0.7%
FF
157
Friedenthal Financial
New Jersey
$525K +$17.2K +696 +3%
DBRC
158
D.B. Root & Company
Pennsylvania
$507K +$40.1K +1,616 +9%
NL
159
NWAM LLC
Washington
$498K +$498K +20,112 New
VCM
160
Virtue Capital Management
Tennessee
$497K +$206K +8,322 +71%
CMBA
161
C.M. Bidwell & Associates
Hawaii
$491K -$251K -10,136 -34%
EK
162
Evensky & Katz
Florida
$483K +$319K +12,892 +195%
DP
163
DDD Partners
Washington
$476K +$476K +19,216 New
WAM
164
Weatherly Asset Management
California
$471K
HB
165
Homrich & Berg
Georgia
$464K
PAG
166
Private Advisor Group
New Jersey
$447K +$64.9K +2,620 +17%
ECM
167
Exchange Capital Management
Michigan
$434K +$290K +11,694 +201%
AA
168
Alesco Advisors
New York
$428K +$428K +17,280 New
SGCA
169
Steel Grove Capital Advisors
Tennessee
$419K
MI
170
Moneywise Inc
Virginia
$416K +$68.7K +2,770 +20%
SBH
171
Segall Bryant & Hamill
Illinois
$397K +$397K +16,000 New
JC
172
Jentner Corp
Ohio
$392K -$27.1K -1,092 -6%
RW
173
REDW Wealth
New Mexico
$379K -$81.6K -3,290 -18%
CA
174
Calton & Associates
Florida
$375K -$198 -8 -0.1%
EWM
175
Evermay Wealth Management
Virginia
$373K