SCHO icon

Schwab Short-Term US Treasury ETF

111 hedge funds and large institutions have $346M invested in Schwab Short-Term US Treasury ETF in 2016 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 42 increasing their positions, 27 reducing their positions, and 11 closing their positions.

Holders
111
Holders Change
+10
Holders Change %
+9.9%
% of All Funds
2.96%
Holding in Top 10
16
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+14.29%
% of All Funds
0.43%
New
21
Increased
42
Reduced
27
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
QCMNJ
1
Quantum Capital Management (New Jersey)
New Jersey
$30.5M 600,115 +3,583 +0.6%
KKAMG
2
Kernodle & Katon Asset Management Group
Arkansas
$24.4M 480,783 -27,850 -5%
MWM
3
MinichMacGregor Wealth Management
New York
$20.3M 400,315 -10,501 -3%
SWA
4
SFMG Wealth Advisors
Texas
$19.1M 375,658 +375,658 New
REMPR
5
Roof Eidam Maycock Peralta (REMP)
California
$17.2M 339,450 +73,165 +27%
LIM
6
Leavell Investment Management
Alabama
$16M 315,564 -686,653 -69%
ECML
7
Eagle Capital Management (Louisiana)
Louisiana
$12.8M 251,623 -513 -0.2%
JWS
8
Juncture Wealth Strategies
Arizona
$12.4M 243,167 +3,525 +1%
CA
9
Callahan Advisors
Texas
$10.7M 209,993 -45,355 -18%
CF
10
Corrigan Financial
Rhode Island
$9.95M 195,901 -8,266 -4%
Wells Fargo
11
Wells Fargo
California
$9.49M 186,752 +25,524 +16%
BSB
12
Bangor Savings Bank
Maine
$8.76M 172,380 +3,109 +2%
LA
13
LVW Advisors
New York
$8.3M 163,406 +41,402 +34%
GC
14
Grimes & Company
Massachusetts
$7.47M 147,076 +3,358 +2%
EWM
15
Evermay Wealth Management
Virginia
$7.46M 146,749 +4,080 +3%
CHJWM
16
Carlton Hofferkamp & Jenks Wealth Management
Texas
$7.08M 139,459 -4,285 -3%
PTCG
17
Pring Turner Capital Group
California
$6.98M 137,410 +137,410 New
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$6.56M 129,084 +28,650 +29%
FWM
19
Frontier Wealth Management
Missouri
$5.71M 112,435 -54,880 -33%
RPGK
20
Retirement Planning Group (Kansas)
Kansas
$5.67M 111,568 -180 -0.2%
Bessemer Group
21
Bessemer Group
New Jersey
$5.59M 110,000
BSW
22
Buckingham Strategic Wealth
Missouri
$5.38M 105,854 -5,498 -5%
BCI
23
Brinker Capital Investments
Pennsylvania
$5.28M 103,972 +16,731 +19%
CMP
24
Courage Miller Partners
Virginia
$4.4M 86,652 -2,503 -3%
ADL
25
Asset Dedication LLC
California
$2.82M 55,408 -4,313 -7%