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Schwab Short-Term US Treasury ETF

307 hedge funds and large institutions have $2.38B invested in Schwab Short-Term US Treasury ETF in 2018 Q4 according to their latest regulatory filings, with 84 funds opening new positions, 120 increasing their positions, 77 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
307
Holders Change
+55
Holders Change %
+21.83%
% of All Funds
6.85%
Holding in Top 10
47
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+62.07%
% of All Funds
1.05%
New
84
Increased
120
Reduced
77
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
IWM
251
IHT Wealth Management
Illinois
$206K -$38.7K -1,548 -16%
HB
252
Homrich & Berg
Georgia
$202K -$265K -10,612 -57%
JCM
253
Janney Capital Management
Pennsylvania
$201K -$44.2K -1,770 -18%
GRP
254
Global Retirement Partners
California
$191K -$12K -480 -6%
ADL
255
Asset Dedication LLC
California
$184K
RCAG
256
Rehmann Capital Advisory Group
Michigan
$172K +$172K +6,900 New
AIM
257
Anchor Investment Management
South Carolina
$168K
FNC
258
First National Corp
Massachusetts
$167K +$167K +6,682 New
NFG
259
Next Financial Group
Texas
$153K +$153K +6,136 New
LFG
260
Larson Financial Group
Missouri
$145K -$61.1K -2,446 -30%
RCC
261
Red Cedar Capital
Nebraska
$131K +$901 +36 +0.7%
RFA
262
Reilly Financial Advisors
California
$103K -$741K -29,640 -88%
DWM
263
Destination Wealth Management
California
$103K +$4.18K +168 +4%
BWA
264
Burt Wealth Advisors
Maryland
$94K -$5.07K -204 -5%
TNBTD
265
Trustmark National Bank Trust Department
Mississippi
$94K
Carson Wealth (CWM LLC)
266
Carson Wealth (CWM LLC)
Nebraska
$89K +$36.6K +1,472 +70%
THWM
267
Taylor Hoffman Wealth Management
Virginia
$81K +$81K +3,260 New
PFBT
268
Parkside Financial Bank & Trust
Missouri
$65K +$99 +4 +0.2%
NSG
269
Nalls Sherbakoff Group
Tennessee
$58K +$58K +2,316 New
FRA
270
Front Row Advisors
California
$57K +$25K +1,000 +78%
AssetMark Inc
271
AssetMark Inc
California
$51K +$51K +2,032 New
AOWM
272
Alpha Omega Wealth Management
Virginia
$50K +$23.8K +950 +90%
FCA
273
FinTrust Capital Advisors
South Carolina
$47K +$47K +1,882 New
GI
274
Gradient Investments
Minnesota
$46K +$46K +1,850 New
SQA
275
Simon Quick Advisors
New Jersey
$43K +$25.2K +1,006 +141%