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Schwab Short-Term US Treasury ETF

340 hedge funds and large institutions have $3.37B invested in Schwab Short-Term US Treasury ETF in 2019 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 133 increasing their positions, 122 reducing their positions, and 27 closing their positions.

Holders
340
Holders Change
+33
Holders Change %
+10.75%
% of All Funds
7.37%
Holding in Top 10
53
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+12.77%
% of All Funds
1.15%
New
63
Increased
133
Reduced
122
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
SA
251
SRH Advisors
Kansas
$289K 5,766 -214 -4%
CFA
252
Carroll Financial Associates
North Carolina
$288K 5,746 +984 +21%
EWM
253
Evermay Wealth Management
Virginia
$280K 5,585
PB
254
Pinnacle Bancorp
Nebraska
$279K 5,568 -1,655 -23%
RPA
255
Rock Point Advisors
Vermont
$277K 5,518 +1,075 +24%
AWM
256
AE Wealth Management
Kansas
$273K 5,447 +5,447 New
CCA
257
Cobblestone Capital Advisors
New York
$259K 5,160 +5,160 New
AFP
258
Ausdal Financial Partners
Iowa
$252K 5,031 +19 +0.4%
ACS
259
Archford Capital Strategies
Illinois
$251K 4,995 -102 -2%
Citigroup
260
Citigroup
New York
$251K 5,002 -4 -0.1%
CWP
261
Capital Wealth Planning
Florida
$251K 5,000
CCG
262
Ceeto Capital Group
Florida
$251K 5,000
MFGP
263
Marshall Financial Group (Pennsylvania)
Pennsylvania
$250K 4,974 +3 +0.1%
HFS
264
HL Financial Services
Kentucky
$233K 4,650 +500 +12%
WWM
265
Western Wealth Management
Colorado
$231K 4,577
AWA
266
Acorn Wealth Advisors
Michigan
$230K 4,594 -976 -18%
WLIM
267
White Lighthouse Investment Management
Massachusetts
$229K 4,565 +4,565 New
EFSCE
268
Enterprise Financial Services Corp (EFSC)
Missouri
$225K 4,490 +4,490 New
CIM
269
Contravisory Investment Management
Massachusetts
$217K 4,330
SI
270
SimpliFi Inc
California
$216K 4,299 +16 +0.4%
CMBA
271
C.M. Bidwell & Associates
Hawaii
$214K 4,263 -998 -19%
CIAS
272
Capital Investment Advisory Services
North Carolina
$213K 4,235 +4,235 New
SQA
273
Simon Quick Advisors
New Jersey
$212K 4,223 +3,364 +392%
Creative Planning
274
Creative Planning
Kansas
$211K 4,204 +4,204 New
IWM
275
IHT Wealth Management
Illinois
$207K 4,123