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Schwab Short-Term US Treasury ETF

345 hedge funds and large institutions have $3.33B invested in Schwab Short-Term US Treasury ETF in 2019 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 165 increasing their positions, 105 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
345
Holders Change
+5
Holders Change %
+1.47%
% of All Funds
7.5%
Holding in Top 10
51
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.77%
% of All Funds
1.11%
New
42
Increased
165
Reduced
105
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
WLIM
251
White Lighthouse Investment Management
Massachusetts
$297K +$65.8K +2,600 +28%
MAM
252
Marquette Asset Management
Minnesota
$295K
BCP
253
Blackhawk Capital Partners
Wisconsin
$294K -$267K -10,564 -48%
SA
254
SRH Advisors
Kansas
$292K
EWM
255
Evermay Wealth Management
Virginia
$283K
RPA
256
Rock Point Advisors
Vermont
$283K +$3.8K +150 +1%
Citigroup
257
Citigroup
New York
$279K +$25.8K +1,018 +10%
RF
258
RHS Financial
California
$262K -$142K -5,602 -35%
AFP
259
Ausdal Financial Partners
Iowa
$254K +$504 +20 +0.2%
CCG
260
Ceeto Capital Group
Florida
$253K
MFGP
261
Marshall Financial Group (Pennsylvania)
Pennsylvania
$252K +$304 +12 +0.1%
EWM
262
Empirical Wealth Management
Washington
$244K +$244K +9,658 New
PFA
263
Pathway Financial Advisors
Vermont
$242K -$127K -5,000 -34%
SMG
264
Spectrum Management Group
Indiana
$238K +$191K +7,540 +408%
ACS
265
Archford Capital Strategies
Illinois
$236K -$16.6K -658 -7%
WWM
266
Western Wealth Management
Colorado
$232K
GC
267
Gratus Capital
Georgia
$230K -$66.3K -2,620 -22%
MIS
268
Morningstar Investment Services
Illinois
$230K +$230K +9,102 New
BCM
269
Brookstone Capital Management
Illinois
$229K -$43.6M -1,722,190 -99%
EFSCE
270
Enterprise Financial Services Corp (EFSC)
Missouri
$227K
CMBA
271
C.M. Bidwell & Associates
Hawaii
$224K +$8.25K +326 +4%
CIAS
272
Capital Investment Advisory Services
North Carolina
$222K +$8.08K +320 +4%
CIM
273
Contravisory Investment Management
Massachusetts
$219K
SI
274
SimpliFi Inc
California
$219K +$1.37K +54 +0.6%
SQA
275
Simon Quick Advisors
New Jersey
$215K +$1.32K +52 +0.6%