We are live on ! Find out more
SCHO icon

Schwab Short-Term US Treasury ETF

38 hedge funds and large institutions have $89.8M invested in Schwab Short-Term US Treasury ETF in 2013 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 12 increasing their positions, 9 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more funds holding in top 10

Funds holding in top 10: 25 (+3)

143% more capital invested

Capital invested by funds: $36.9M → $89.8M (+$52.9M)

140% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 5

33% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 9

23% more funds holding

Funds holding: 3138 (+7)

18.9% more ownership

Funds ownership: 23.42%42.31% (+19%)

Holders
38
Holders Change
+7
Holders Change %
+22.58%
% of All Funds
1.23%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.16%
New
12
Increased
12
Reduced
9
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
QCMNJ
1
Quantum Capital Management (New Jersey)
New Jersey
$26.6M +$26.6M +1,053,238 New
PFG
2
Piershale Financial Group
Illinois
$9.12M +$8.82M +349,346 +3,036%
DWM
3
Destination Wealth Management
California
$6.18M +$6.17M +244,492 New
RJA
4
Raymond James & Associates
Florida
$5.7M -$46.5K -1,844 -0.8%
CMP
5
Courage Miller Partners
Virginia
$4.66M -$156K -6,178 -3%
CHJWM
6
Carlton Hofferkamp & Jenks Wealth Management
Texas
$4.43M +$856K +33,920 +24%
TCM
7
Twele Capital Management
Minnesota
$4.18M -$4.04K -160 -0.1%
CCM
8
Chinook Capital Management
Oregon
$3.66M +$3.65M +144,798 New
CA
9
Callahan Advisors
Texas
$3.62M -$449K -17,800 -11%
PMG
10
ProVise Management Group
Florida
$3.42M +$3.41M +135,230 New
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$2.61M +$1.85M +73,300 +244%
SCA
12
STALEY CAPITAL ADVISERS
Pennsylvania
$2.2M +$35.3K +1,400 +2%
U
13
UBS
Switzerland
$1.68M +$1.56M +61,700 +1,266%
CCM
14
Carlson Capital Management
Minnesota
$1.36M +$504K +19,972 +59%
OIA
15
Optimum Investment Advisors
Illinois
$1.35M +$1.35M +53,500 New
LYV
16
Live Your Vision
Pennsylvania
$1.19M +$120K +4,746 +11%
CS
17
Credit Suisse
Switzerland
$1.02M -$220K -8,698 -18%
Wells Fargo
18
Wells Fargo
California
$938K +$145K +5,756 +18%
BSW
19
Buckingham Strategic Wealth
Missouri
$785K +$320K +12,682 +69%
IFS
20
Ifrah Financial Services
Arkansas
$771K -$41.9K -1,662 -5%
VKH
21
Virtu KCG Holdings
New York
$601K +$600K +23,776 New
SAM
22
Summit Asset Management
Tennessee
$600K
DS
23
DRW Securities
Illinois
$572K -$20.2K -800 -3%
BMM
24
Buffington Mohr McNeal
Idaho
$402K +$22.5K +890 +6%
Bank of America
25
Bank of America
North Carolina
$374K +$374K +14,818 New