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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change
Shares
Change %
THWM
301
Taylor Hoffman Wealth Management
Virginia
$55K -$27.3K -1,082 -33%
OIA
302
OneDigital Investment Advisors
Kansas
$50K +$13.1K +516 +35%
BAM
303
Barrett Asset Management
New York
$50K +$30K +1,200 +150%
PFGIA
304
Patriot Financial Group Insurance Agency
Massachusetts
$49K +$49K +1,942 New
SMG
305
Spectrum Management Group
Indiana
$46K -$613K -24,660 -93%
CWM
306
Cedar Wealth Management
California
$42K +$42K +1,674 New
AWM
307
AllSquare Wealth Management
New York
$37K +$13.9K +562 +60%
GI
308
Gradient Investments
Minnesota
$31K -$14.9K -600 -32%
GSWM
309
Golden State Wealth Management
California
$31K +$31K +1,230 New
LFG
310
LifePlan Financial Group
Ohio
$28K
EWM
311
Elmwood Wealth Management
California
$28K +$8.91K +350 +47%
CA
312
Cetera Advisors
Colorado
$28K +$28K +1,100 New
US Bancorp
313
US Bancorp
Minnesota
$27K -$9.77K -382 -27%
WOC
314
West Oak Capital
California
$25K +$6.93K +280 +38%
BL
315
Balentine LLC
Georgia
$25K +$25K +1,000 New
BWA
316
Burt Wealth Advisors
Maryland
$23K -$70K -2,850 -75%
WAP
317
Wealthcare Advisory Partners
Pennsylvania
$23K +$23K +934 New
Carson Wealth (CWM LLC)
318
Carson Wealth (CWM LLC)
Nebraska
$22K -$70.1K -2,728 -76%
FDCDDQ
319
Federation des caisses Desjardins du Quebec
Quebec, Canada
$17.6K
First Manhattan
320
First Manhattan
New York
$17K
ClearBridge Investments
321
ClearBridge Investments
New York
$16K
TCM
322
Tradewinds Capital Management
Washington
$12K
BlackRock
323
BlackRock
New York
$10K -$2.12K -88 -17%
CAM
324
Cresset Asset Management
Illinois
$10K +$10K +379,768 New
CF
325
Centaurus Financial
California
$7.12K +$40 +4 +0.6%