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Schwab Short-Term US Treasury ETF

368 hedge funds and large institutions have $3.05B invested in Schwab Short-Term US Treasury ETF in 2019 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 168 increasing their positions, 108 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
368
Holders Change
+23
Holders Change %
+6.67%
% of All Funds
8.08%
Holding in Top 10
54
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+5.88%
% of All Funds
1.19%
New
55
Increased
168
Reduced
108
Closed
32
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PFGIA
326
Patriot Financial Group Insurance Agency
Massachusetts
$50K +$404 +16 +0.8%
LWM
327
Liberty Wealth Management
California
$47K +$47K +1,860 New
PFBT
328
Parkside Financial Bank & Trust
Missouri
$45K +$102 +4 +0.2%
CCP
329
Clarkston Capital Partners
Michigan
$45K +$45K +1,818 New
S
330
SignatureFD
Georgia
$43K -$299K -11,888 -87%
AWM
331
AllSquare Wealth Management
New York
$38K
ACA
332
Aptus Capital Advisors
Alabama
$35K -$291K -11,612 -89%
NIC
333
Northwest Investment Counselors
Oregon
$33K +$33K +1,300 New
FWM
334
Foresight Wealth Management
Utah
$33K +$33K +1,302 New
GI
335
Gradient Investments
Minnesota
$32K
THWM
336
Taylor Hoffman Wealth Management
Virginia
$30K -$17.4K -684 -37%
LFG
337
LifePlan Financial Group
Ohio
$29K
Fidelity Investments
338
Fidelity Investments
Massachusetts
$29K +$29K +1,162 New
BlackRock
339
BlackRock
New York
$28K +$23.9K +922 +591%
GSWM
340
Golden State Wealth Management
California
$25K
FMP
341
Financial Management Professionals
Texas
$25K +$25K +984 New
RFWA
342
RPg Family Wealth Advisory
Massachusetts
$23.4K
BWA
343
Burt Wealth Advisors
Maryland
$23K -$758 -30 -3%
JHCP
344
Jackson Hole Capital Partners
Oklahoma
$23K +$23K +900 New
Carson Wealth (CWM LLC)
345
Carson Wealth (CWM LLC)
Nebraska
$22K
HRC
346
Hoertkorn Richard Charles
$18K +$18K +700 New
FDCDDQ
347
Federation des caisses Desjardins du Quebec
Quebec, Canada
$17.8K
First Manhattan
348
First Manhattan
New York
$17K
ClearBridge Investments
349
ClearBridge Investments
New York
$16K
PH
350
Pinnacle Holdings
Oklahoma
$15.2K +$15.2K +600 New