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 %
GAM
176
Gemmer Asset Management
California
$112K +$14.8K +592 +15%
CAPTRUST Financial Advisors
177
CAPTRUST Financial Advisors
North Carolina
$109K – – –
SWP
178
Stratos Wealth Partners
Ohio
$95K +$95K +3,786 New
CTC
179
Central Trust Company
Missouri
$84K +$84K +3,364 New
ECM
180
Exchange Capital Management
Michigan
$81K -$12.4K -494 -13%
NSB
181
Norway Savings Bank
Maine
$80K – – –
Northwestern Mutual Wealth Management
182
Northwestern Mutual Wealth Management
Wisconsin
$78K +$78K +3,116 New
PFA
183
Pathway Financial Advisors
Vermont
$61K +$61K +2,444 New
PA
184
Parallel Advisors
California
$55K – – –
WCG
185
Wall Capital Group
Arizona
$50K -$200K -8,000 -80%
GRP
186
Global Retirement Partners
California
$45K +$45K +1,780 New
Bank of Montreal
187
Bank of Montreal
Ontario, Canada
$44K +$44K +1,740 New
TWA
188
TCI Wealth Advisors
Arizona
$43K +$43K +1,700 New
BCP
189
Blackhawk Capital Partners
Wisconsin
$36K +$36K +1,426 New
FRA
190
Front Row Advisors
California
$32K +$32K +1,284 New
Manulife (Manufacturers Life Insurance)
191
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$27K +$27K +1,068 New
KFA
192
Kabarec Financial Advisors
Illinois
$25K +$25K +1,000 New
PWM
193
Perigon Wealth Management
California
$24K -$697K -27,710 -97%
AWM
194
AllSquare Wealth Management
New York
$23K – – –
EA
195
Edge Advisors
Georgia
$23K +$97 +4 +0.4%
SPIA
196
Steward Partners Investment Advisory
New York
$19K -$13K -532 -41%
FDCDDQ
197
Federation des caisses Desjardins du Quebec
Quebec, Canada
$17.6K – – –
SQA
198
Simon Quick Advisors
New Jersey
$15K +$2.35K +96 +19%
BBPWM
199
Blue Bell Private Wealth Management
Pennsylvania
$14K -$34.9K -1,404 -71%
FAAS
200
First Allied Advisory Services
California
$12K +$12K +490 New
6 7
8
9 10