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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 %
AWM
276
AE Wealth Management
Kansas
$214K -$61.5K -2,432 -22%
IWM
277
IHT Wealth Management
Illinois
$212K +$2.99K +118 +1%
CFS
278
CRA Financial Services
New Jersey
$201K +$201K +7,932 New
APCM
279
Alaska Permanent Capital Management
Alaska
$199K +$199K +7,900 New
RCAG
280
Rehmann Capital Advisory Group
Michigan
$175K +$175K +6,900 New
AIM
281
Anchor Investment Management
South Carolina
$161K
RFA
282
Reilly Financial Advisors
California
$157K +$73.3K +2,900 +88%
IWA
283
IBEX Wealth Advisors
New Jersey
$155K -$985K -38,938 -86%
CAPTRUST Financial Advisors
284
CAPTRUST Financial Advisors
North Carolina
$151K +$68.2K +2,702 +82%
RCC
285
Red Cedar Capital
Nebraska
$134K +$812 +32 +0.6%
OIA
286
OneDigital Investment Advisors
Kansas
$134K +$84.1K +3,330 +169%
LFG
287
Larson Financial Group
Missouri
$120K +$2.52K +100 +2%
Barclays
288
Barclays
United Kingdom
$115K -$40.6K -1,600 -26%
SBA
289
Secrest Blakey & Associates
North Carolina
$115K -$203 -8 -0.2%
WAP
290
Wealthcare Advisory Partners
Pennsylvania
$100K +$76.4K +3,028 +324%
Northwestern Mutual Wealth Management
291
Northwestern Mutual Wealth Management
Wisconsin
$97K +$97K +3,826 New
AOWM
292
Alpha Omega Wealth Management
Virginia
$93K -$77.9K -3,094 -46%
BAM
293
Barrett Asset Management
New York
$91K +$40.4K +1,600 +80%
EK
294
Evensky & Katz
Florida
$87K -$420K -16,482 -83%
ASN
295
Advisory Services Network
Georgia
$84K +$508 +20 +0.6%
BFEC
296
Benjamin F. Edwards & Company
Missouri
$70K +$67.9K +2,680 +3,268%
PB
297
Pinnacle Bancorp
Nebraska
$67K -$213K -8,470 -76%
DWM
298
Destination Wealth Management
California
$67K -$15.9K -632 -19%
FRA
299
Front Row Advisors
California
$58K
CWM
300
Cedar Wealth Management
California
$51K +$8.44K +332 +20%