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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 %
PFGIA
301
Patriot Financial Group Insurance Agency
Massachusetts
$50K +$510 +20 +1%
ESB
302
Essex Savings Bank
Connecticut
$49K +$49K +1,950 New
THWM
303
Taylor Hoffman Wealth Management
Virginia
$47K -$7.86K -312 -14%
PFBT
304
Parkside Financial Bank & Trust
Missouri
$44K -$17.5K -698 -28%
HPC
305
HM Payson & Co
Maine
$43K +$43K +1,692 New
AWM
306
AllSquare Wealth Management
New York
$38K
EWM
307
Elmwood Wealth Management
California
$38K +$10.2K +404 +37%
GI
308
Gradient Investments
Minnesota
$32K
ACA
309
Atlas Capital Advisors
Wyoming
$32K +$32K +1,262 New
LFG
310
LifePlan Financial Group
Ohio
$29K
US Bancorp
311
US Bancorp
Minnesota
$27K
GSWM
312
Golden State Wealth Management
California
$25K -$5.75K -230 -19%
WOC
313
West Oak Capital
California
$25K -$250 -10 -1%
BL
314
Balentine LLC
Georgia
$25K
CWA
315
Clarus Wealth Advisors
Arizona
$25K +$25K +1,002 New
BWA
316
Burt Wealth Advisors
Maryland
$24K +$102 +4 +0.4%
RFWA
317
RPg Family Wealth Advisory
Massachusetts
$23.4K +$23.4K +924 New
HS
318
Horan Securities
United States
$23K +$23K +902 New
Carson Wealth (CWM LLC)
319
Carson Wealth (CWM LLC)
Nebraska
$22K
FDCDDQ
320
Federation des caisses Desjardins du Quebec
Quebec, Canada
$17.8K
First Manhattan
321
First Manhattan
New York
$17K
ClearBridge Investments
322
ClearBridge Investments
New York
$16K
DAM
323
Delta Asset Management
Tennessee
$15K +$15K +600 New
UWM
324
USAdvisors Wealth Management
Minnesota
$14.7K +$74 +2,912 +0.5%
BBPWM
325
Blue Bell Private Wealth Management
Pennsylvania
$14K -$44.7K -1,800 -76%