SCHO icon

Schwab Short-Term US Treasury ETF
SCHO

Overview Fund Activity

424 hedge funds and large institutions have $2.93B invested in Schwab Short-Term US Treasury ETF in 2019 Q4 according to their latest regulatory filings, with 96 funds opening new positions, 167 increasing their positions, 123 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
424
Holders Change
+56
Holders Change %
+15.22%
% of All Funds
8.37%
Holding in Top 10
53
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.85%
% of All Funds
1.05%
New
96
Increased
167
Reduced
123
Closed
35
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
NA
NextCapital Advisers
Illinois
+$40.1M
2
Ameriprise
Ameriprise
Minnesota
+$34.5M
3
HCM
Hilton Capital Management
New York
+$25M
4
SEI Investments
SEI Investments
Pennsylvania
+$11.9M
5
Truist Financial
Truist Financial
North Carolina
+$9.78M

Top Sellers

1
Jane Street
Jane Street
New York
-$224M
2
Financial Engines Advisors
Financial Engines Advisors
California
-$64.3M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$22.9M
4
PAG
Pinnacle Advisory Group
Maryland
-$21.7M
5
SFSG
Stearns Financial Services Group
North Carolina
-$20.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
LWM
201
Laidlaw Wealth Management
New York
$960K +$960K +38,036 New
PIMG
202
Patriot Investment Management Group
Tennessee
$946K -$25.6K -1,014 -3%
MIS
203
Morningstar Investment Services
Illinois
$921K +$301K +11,908 +48%
IF
204
Ironwood Financial
Arizona
$919K -$711K -28,156 -44%
IFS
205
Ifrah Financial Services
Arkansas
$909K +$16.6K +656 +2%
SAMC
206
Spectrum Asset Management (California)
California
$904K -$20.2K -800 -2%
SAM
207
Summit Asset Management
Tennessee
$880K -$2.98K -118 -0.3%
JWM
208
Janiczek Wealth Management
Colorado
$878K +$3.59K +142 +0.4%
RA
209
Riversedge Advisors
Delaware
$878K +$111K +4,418 +15%
GWM
210
Geneos Wealth Management
Colorado
$878K +$870K +34,512 +10,991%
SC
211
Slow Capital
California
$856K +$15.5K +614 +2%
WIC
212
Whitegate Investment Counselors
New Hampshire
$832K +$52.4K +2,078 +7%
SL
213
Savior LLC
Massachusetts
$828K +$828K +32,816 New
CCM
214
Chilton Capital Management
Texas
$810K +$810K +32,092 New
LFS
215
Lutz Financial Services
Nebraska
$796K -$17.5K -692 -2%
SG
216
Somerset Group
Minnesota
$795K -$584K -23,116 -42%
MIAN
217
Mariner Independent Advisor Network
Kansas
$784K +$784K +31,058 New
GAM
218
Gemmer Asset Management
California
$781K -$26.3K -1,040 -3%
MAS
219
Managed Account Services
Florida
$775K +$23K +910 +3%
Koshinski Asset Management
220
Koshinski Asset Management
Illinois
$769K +$160K +6,322 +26%
AWMG
221
Alliance Wealth Management Group
New Jersey
$764K +$35.6K +1,412 +5%
TCM
222
Towercrest Capital Management
Pennsylvania
$764K +$35.6K +1,412 +5%
WC
223
Wealth CMT
New Jersey
$763K +$763K +30,230 New
APA
224
American Portfolios Advisors
New York
$763K +$169K +6,676 +28%
HA
225
Harborview Advisors
Maine
$731K +$39.5K +1,566 +6%
7 8
9
10 11