SCHO icon

Schwab Short-Term US Treasury ETF
SCHO

Overview Fund Activity

368 hedge funds and large institutions have $3.05B invested in Schwab Short-Term US Treasury ETF in 2019 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 168 increasing their positions, 108 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
368
Holders Change
+23
Holders Change %
+6.67%
% of All Funds
8.08%
Holding in Top 10
54
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+5.88%
% of All Funds
1.19%
New
55
Increased
168
Reduced
108
Closed
32
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
Jane Street
New York
$241M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$93.9M
3
PAG
Pinnacle Advisory Group
Maryland
$79.6M
4
Bank of America
Bank of America
North Carolina
$527M
5
FAG
Financial Advisory Group
Texas
$35.9M

Top Sellers

1
Financial Engines Advisors
Financial Engines Advisors
California
$110M
2
IA
IndexIQ Advisors
New York
$731K
3
Baird Financial Group
Baird Financial Group
Wisconsin
$0
4
AA
Alesco Advisors
New York
$26.9M
5
HCM
Hilton Capital Management
New York
$122M
Name Holding Trade Value Shares
Change 		Shares
Change %
UCMOK
151
United Capital Management of KS
Kansas
$1.45M -$115K -4,542 -7%
SG
152
Somerset Group
Minnesota
$1.38M -$70.8K -2,798 -5%
SWM
153
SeaCrest Wealth Management
New York
$1.38M -$27.1K -1,072 -2%
NCM
154
Northwest Capital Management
Oregon
$1.31M +$229K +9,046 +21%
TFS
155
TrustCore Financial Services
Tennessee
$1.3M +$153K +6,040 +13%
CWP
156
Capital Wealth Planning
Florida
$1.26M +$870K +34,420 +223%
CWM
157
Centric Wealth Management
Illinois
$1.26M -$1.54M -60,726 -55%
FC
158
Financial Consulate
Maryland
$1.25M +$3.59K +142 +0.3%
AI
159
Atria Investments
North Carolina
$1.2M +$129K +5,120 +12%
NFG
160
Next Financial Group
Texas
$1.18M -$614K -24,248 -34%
TF
161
Trek Financial
Arizona
$1.18M +$681K +26,926 +137%
CGFA
162
Colton Groome Financial Advisors
North Carolina
$1.17M +$259K +10,256 +28%
JWA
163
JFS Wealth Advisors
Pennsylvania
$1.17M +$269K +10,630 +30%
CA
164
Cambridge Advisors
Nebraska
$1.17M +$382K +15,108 +49%
MAFM
165
Mid Atlantic Financial Management
Pennsylvania
$1.14M -$525K -20,764 -32%
SFA
166
Sequoia Financial Advisors
Ohio
$1.14M -$351K -13,896 -24%
RRWA
167
Rainey & Randall Wealth Advisors
Florida
$1.07M +$31.9K +1,262 +3%
SA
168
Strategic Advisors
New York
$1.07M -$170K -6,708 -14%
CA
169
Calton & Associates
Florida
$1.05M +$174K +6,882 +20%
TW
170
TrinityPoint Wealth
Connecticut
$1.02M +$1.02M +40,532 New
SF
171
Synovus Financial
Georgia
$1.02M +$34.6K +1,370 +4%
IWC
172
Integrated Wealth Concepts
Massachusetts
$995K +$5.67K +224 +0.6%
SWM
173
SigFig Wealth Management
California
$986K +$64.8K +2,562 +7%
3C
174
361 Capital
Colorado
$979K +$44.1K +1,742 +5%
PIMG
175
Patriot Investment Management Group
Tennessee
$976K +$190K +7,498 +24%
5 6
7
8 9