SCHO icon

Schwab Short-Term US Treasury ETF
SCHO

Overview Fund Activity

39 hedge funds and large institutions have $105M invested in Schwab Short-Term US Treasury ETF in 2013 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 13 increasing their positions, 12 reducing their positions, and 9 closing their positions.

Holders
39
Holders Change
+1
Holders Change %
+2.63%
% of All Funds
1.13%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.15%
New
10
Increased
13
Reduced
12
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ECML
1
Eagle Capital Management (Louisiana)
Louisiana
$11.9M
2
DWM
2
Destination Wealth Management
California
$13.4M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$4.07M
4
BFG
4
Bouchey Financial Group
New York
$2.16M
5
BSW
5
Buckingham Strategic Wealth
Missouri
$2.44M

Top Sellers

1
PFG
1
Piershale Financial Group
Illinois
$0
2
PMG
2
ProVise Management Group
Florida
$293K
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$418K
4
DS
4
DRW Securities
Illinois
$0
5
CA
5
Callahan Advisors
Texas
$3.14M
Name Market Value Shares Shares
Change 		Shares
Change %
QCMNJ
1
Quantum Capital Management (New Jersey)
New Jersey
$27.8M 549,188 +22,569 +4%
DWM
2
Destination Wealth Management
California
$13.4M 265,027 +142,781 +117%
ECML
3
Eagle Capital Management (Louisiana)
Louisiana
$11.9M 234,581 +234,581 New
RJA
4
Raymond James & Associates
Florida
$5.61M 111,001 -1,757 -2%
CHJWM
5
Carlton Hofferkamp & Jenks Wealth Management
Texas
$5.56M 110,050 +22,300 +25%
TCM
6
Twele Capital Management
Minnesota
$5.18M 102,560 +19,860 +24%
CMP
7
Courage Miller Partners
Virginia
$4.21M 83,270 -8,844 -10%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$4.07M 80,406 +80,406 New
CCM
9
Chinook Capital Management
Oregon
$3.53M 69,882 -2,517 -3%
CA
10
Callahan Advisors
Texas
$3.14M 62,033 -9,562 -13%
BSW
11
Buckingham Strategic Wealth
Missouri
$2.44M 48,322 +32,796 +211%
SCA
12
STALEY CAPITAL ADVISERS
Pennsylvania
$2.33M 46,100 +2,500 +6%
BFG
13
Bouchey Financial Group
New York
$2.16M 42,725 +42,725 New
LYV
14
Live Your Vision
Pennsylvania
$1.9M 37,630 +14,125 +60%
CCM
15
Carlson Capital Management
Minnesota
$1.76M 34,877 +7,904 +29%
U
16
UBS
Switzerland
$1.64M 32,496 -791 -2%
Wells Fargo
17
Wells Fargo
California
$1.07M 21,193 +2,622 +14%
OIA
18
Optimum Investment Advisors
Illinois
$1.02M 20,250 -6,500 -24%
CS
19
Credit Suisse
Switzerland
$990K 19,575 -577 -3%
IFS
20
Ifrah Financial Services
Arkansas
$777K 15,364 +101 +0.7%
AI
21
Atria Investments
North Carolina
$747K 14,783 +14,783 New
SAM
22
Summit Asset Management
Tennessee
$600K 11,865 – –
VKH
23
Virtu KCG Holdings
New York
$462K 9,138 -2,750 -23%
BMM
24
Buffington Mohr McNeal
Idaho
$454K 8,980 +1,035 +13%
CWM
25
Cabot Wealth Management
Massachusetts
$449K 8,878 +2,682 +43%
1
2