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Schwab Short-Term US Treasury ETF

46 hedge funds and large institutions have $141M invested in Schwab Short-Term US Treasury ETF in 2014 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 16 increasing their positions, 14 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
46
Holders Change
+6
Holders Change %
+15%
% of All Funds
1.34%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.17%
New
10
Increased
16
Reduced
14
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
UCFA
26
United Capital Financial Advisors
Texas
$549K +$549K +21,710 New
MIAN
27
Mariner Independent Advisor Network
Kansas
$538K -$10.1K -400 -2%
SGAM
28
Steinberg Global Asset Management
Florida
$389K -$3.38K -134 -0.9%
OIA
29
Optimum Investment Advisors
Illinois
$347K +$10.9K +430 +3%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$292K -$36.1K -1,428 -11%
PWM
31
Perigon Wealth Management
California
$291K +$291K +11,504 New
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$218K +$218K +8,608 New
BCI
33
Brinker Capital Investments
Pennsylvania
$187K -$74K -2,932 -28%
MAS
34
Madden Advisory Services
Florida
$75K +$27K +1,070 +56%
BBPWM
35
Blue Bell Private Wealth Management
Pennsylvania
$67K
Bank of America
36
Bank of America
North Carolina
$32K
LTFS
37
Ladenburg Thalmann Financial Services
Florida
$30K
FNBT
38
FineMark National Bank & Trust
Florida
$25K
NFG
39
Next Financial Group
Texas
$20K +$20K +780 New
AIG
40
American International Group
New York
$17.2K +$10.4K +410 +152%
ST
41
Stifel Trust
Missouri
$14K +$14K +516 New
GSC
42
Ground Swell Capital
South Carolina
$14K +$14K +554 New
FANJ
43
Financial Architects (New Jersey)
New Jersey
$12K +$10.5K +400 +690%
FMII
44
Farmers & Merchants Investments Inc
Nebraska
$10K
Ameriprise
45
Ameriprise
Minnesota
$8K
Envestnet Asset Management
46
Envestnet Asset Management
Illinois
$4K +$4K +154 New
DS
47
DRW Securities
Illinois
-$1.5M -59,072 Closed
AI
48
Atria Investments
North Carolina
-$653K -25,802 Closed
LNWWM
49
Laird Norton Wetherby Wealth Management
California
-$348K -13,752 Closed
MAM
50
Marquette Asset Management
Minnesota
-$299K -11,804 Closed