SCHO icon

Schwab Short-Term US Treasury ETF
SCHO

Overview Fund Activity

63 hedge funds and large institutions have $206M invested in Schwab Short-Term US Treasury ETF in 2014 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 21 increasing their positions, 13 reducing their positions, and 5 closing their positions.

Holders
63
Holders Change
+17
Holders Change %
+36.96%
% of All Funds
1.68%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.24%
New
25
Increased
21
Reduced
13
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JWS
1
Juncture Wealth Strategies
Arizona
$20.1M
2
FWM
2
Frontier Wealth Management
Missouri
$14.3M
3
DWM
3
Destination Wealth Management
California
$13.9M
4
CA
4
Capital Advantage
California
$11.1M
5
Goldman Sachs
5
Goldman Sachs
New York
$9.95M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$28K
2
QCMNJ
2
Quantum Capital Management (New Jersey)
New Jersey
$33.6M
3
RJA
3
Raymond James & Associates
Florida
$0
4
CWM
4
Confluence Wealth Management
Oregon
$249K
5
Jane Street
5
Jane Street
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
QCMNJ
1
Quantum Capital Management (New Jersey)
New Jersey
$33.6M 664,106 -158,627 -19%
ECML
2
Eagle Capital Management (Louisiana)
Louisiana
$23.6M 466,936 +33,669 +8%
JWS
3
Juncture Wealth Strategies
Arizona
$20.1M 397,024 +397,024 New
FWM
4
Frontier Wealth Management
Missouri
$14.3M 282,572 +282,572 New
DWM
5
Destination Wealth Management
California
$13.9M 274,904 +254,838 +1,270%
CA
6
Capital Advantage
California
$11.1M 219,616 +219,616 New
Goldman Sachs
7
Goldman Sachs
New York
$9.95M 196,789 +196,789 New
BSB
8
Bangor Savings Bank
Maine
$7.07M 139,751 +139,751 New
CHJWM
9
Carlton Hofferkamp & Jenks Wealth Management
Texas
$6.72M 132,775 +6,850 +5%
IF
10
Ironwood Financial
Arizona
$6.58M 130,097 +130,097 New
RWM
11
Rench Wealth Management
Texas
$5.53M 109,404 -25,587 -19%
TCM
12
Twele Capital Management
Minnesota
$5.18M 102,360 – –
CA
13
Callahan Advisors
Texas
$4.81M 95,068 +16,951 +22%
CMP
14
Courage Miller Partners
Virginia
$4.8M 94,843 +2,149 +2%
RPGK
15
Retirement Planning Group (Kansas)
Kansas
$4.77M 94,253 +10,200 +12%
BSW
16
Buckingham Strategic Wealth
Missouri
$4.1M 81,053 +1,909 +2%
UCFA
17
United Capital Financial Advisors
Texas
$3.04M 60,176 +49,321 +454%
SCA
18
STALEY CAPITAL ADVISERS
Pennsylvania
$2.59M 51,200 -1,700 -3%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$2.53M 50,101 +50,024 +64,966%
LYV
20
Live Your Vision
Pennsylvania
$2.36M 46,457 -3,831 -8%
UBS Group
21
UBS Group
Switzerland
$2.13M 42,022 +42,022 New
CCM
22
Carlson Capital Management
Minnesota
$2.11M 41,782 +3,869 +10%
FC
23
Financial Consulate
Maryland
$1.65M 32,596 +32,596 New
VNA
24
Valley National Advisers
Pennsylvania
$1.45M 28,679 +28,679 New
FI
25
FormulaFolio Investments
Michigan
$1.2M 23,758 +23,758 New
1
2 3