SCHO icon

Schwab Short-Term US Treasury ETF
SCHO

Overview Fund Activity

227 hedge funds and large institutions have $950M invested in Schwab Short-Term US Treasury ETF in 2018 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 99 increasing their positions, 62 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
227
Holders Change
+13
Holders Change %
+6.07%
% of All Funds
5.21%
Holding in Top 10
21
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-12.5%
% of All Funds
0.48%
New
40
Increased
99
Reduced
62
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SEI Investments
SEI Investments
Pennsylvania
+$40M
2
IA
IndexIQ Advisors
New York
+$30.7M
3
FAAS
First Allied Advisory Services
California
+$14.2M
4
CM
Columbus Macro
Pennsylvania
+$13M
5
QCMNJ
Quantum Capital Management (New Jersey)
New Jersey
+$7.44M

Top Sellers

1
FIMG
Financial & Investment Management Group
Michigan
-$14.9M
2
FC
Financial Consulate
Maryland
-$11.4M
3
SI
Scharf Investments
California
-$6.75M
4
ECML
Eagle Capital Management (Louisiana)
Louisiana
-$6.69M
5
Morgan Stanley
Morgan Stanley
New York
-$3.69M
Name Holding Trade Value Shares
Change 		Shares
Change %
KFA
201
Kabarec Financial Advisors
Illinois
$25K – – –
APP
202
Avantax Planning Partners
Iowa
$25K +$25K +1,000 New
PWM
203
Perigon Wealth Management
California
$24K – – –
AWM
204
AllSquare Wealth Management
New York
$23K – – –
EA
205
Edge Advisors
Georgia
$23K +$48 +2 +0.2%
PWAG
206
Polaris Wealth Advisory Group
California
$21K +$21K +824 New
EWM
207
Elmwood Wealth Management
California
$19.3K +$19.3K +776 New
WOC
208
West Oak Capital
California
$18.2K +$18.2K +730 New
FDCDDQ
209
Federation des caisses Desjardins du Quebec
Quebec, Canada
$17.5K – – –
SQA
210
Simon Quick Advisors
New Jersey
$15K +$49 +2 +0.3%
BBPWM
211
Blue Bell Private Wealth Management
Pennsylvania
$14K – – –
TFS
212
TrustCore Financial Services
Tennessee
$11K +$11K +460 New
AOWM
213
Alpha Omega Wealth Management
Virginia
$10K – – –
TL
214
TrueWealth LLC
Georgia
$10K +$49 +2 +0.5%
Manulife (Manufacturers Life Insurance)
215
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$8K -$19.9K -762 -71%
AIA
216
Armor Investment Advisors
North Carolina
$6K – – –
OIA
217
OneDigital Investment Advisors
Kansas
$6K +$2.73K +112 +84%
AIS
218
Accurate Investment Solutions
Pennsylvania
$4K – – –
BlackRock
219
BlackRock
New York
$4K +$3.09K +102 +340%
VNA
220
Valley National Advisers
Pennsylvania
$2K -$454K -18,596 -100%
BFEC
221
Benjamin F. Edwards & Company
Missouri
$2K – – –
KCPG
222
Kavar Capital Partners Group
Kansas
$2K +$2K +100 New
SWA
223
Sutton Wealth Advisors
Florida
$299 – – –
SI
224
Scharf Investments
California
– -$6.75M -269,738 Closed
ECML
225
Eagle Capital Management (Louisiana)
Louisiana
– -$6.69M -267,344 Closed
6 7 8
9
10