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Schwab Short-Term US Treasury ETF
SCHO

31 hedge funds and large institutions have $36.9M invested in Schwab Short-Term US Treasury ETF in 2013 Q2 according to their latest regulatory filings, with 31 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

23.42% more ownership

Funds ownership: 0% → 23.42% (+23%)

Holders
31
Holders Change
+31
Holders Change %
–
% of All Funds
1.01%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.07%
New
31
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
RJA
1
Raymond James & Associates
Florida
$5.74M +$5.75M +227,360 New
CMP
2
Courage Miller Partners
Virginia
$4.8M +$4.81M +190,406 New
TCM
3
Twele Capital Management
Minnesota
$4.18M +$4.18M +165,560 New
CA
4
Callahan Advisors
Texas
$4.06M +$4.07M +160,990 New
CHJWM
5
Carlton Hofferkamp & Jenks Wealth Management
Texas
$3.57M +$3.58M +141,580 New
SCA
6
STALEY CAPITAL ADVISERS
Pennsylvania
$2.17M +$2.17M +85,800 New
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$1.25M +$1.25M +49,660 New
CS
8
Credit Suisse
Switzerland
$1.24M +$1.24M +49,002 New
RJFSA
9
Raymond James Financial Services Advisors
Florida
$1.09M +$1.1M +43,406 New
LYV
10
Live Your Vision
Pennsylvania
$1.07M +$1.07M +42,264 New
CP
11
Corbenic Partners
Pennsylvania
$883K +$884K +35,000 New
CCM
12
Carlson Capital Management
Minnesota
$857K +$859K +33,974 New
IFS
13
Ifrah Financial Services
Arkansas
$812K +$813K +32,188 New
Wells Fargo
14
Wells Fargo
California
$792K +$793K +31,386 New
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$758K +$759K +30,040 New
SAM
16
Summit Asset Management
Tennessee
$599K +$600K +23,730 New
DS
17
DRW Securities
Illinois
$591K +$592K +23,408 New
BSW
18
Buckingham Strategic Wealth
Missouri
$463K +$464K +18,370 New
BMM
19
Buffington Mohr McNeal
Idaho
$378K +$379K +15,000 New
AAM
20
Autus Asset Management
Arizona
$297K +$297K +11,760 New
BSB
21
Bangor Savings Bank
Maine
$297K +$297K +11,764 New
PFG
22
Piershale Financial Group
Illinois
$290K +$291K +11,506 New
VFS
23
VSR Financial Services
Kansas
$252K +$253K +10,000 New
PP
24
Palladium Partners
Virginia
$124K +$124K +4,912 New
U
25
UBS
Switzerland
$123K +$123K +4,874 New
1
2

SCHO Hedge Fund Activity: Q2 2013 in Review

31 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in Schwab Short-Term US Treasury ETF (SCHO) for Q2 2013, worth a combined $36.9M.

Buyers outnumbered sellers: 31 funds opened new SCHO positions and 0 closed out — a net gain of 31 holders — while 0 added to existing stakes and 0 trimmed.

  • 31 institutional investors held Schwab Short-Term US Treasury ETF (SCHO) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $36.9M of Schwab Short-Term US Treasury ETF stock for Q2 2013.
  • 31 funds opened new Schwab Short-Term US Treasury ETF positions in Q2 2013 and 0 closed out, a net change of +31 holders.

Based on aggregated 13F filings for Q2 2013.