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Schwab Short-Term US Treasury ETF

237 hedge funds and large institutions have $1.09B invested in Schwab Short-Term US Treasury ETF in 2018 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 97 increasing their positions, 76 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 21

28% more repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 76

15% more capital invested

Capital invested by funds: $950M → $1.09B (+$143M)

10% more funds holding in top 10

Funds holding in top 10: 2123 (+2)

4% more funds holding

Funds holding: 227237 (+10)

2.03% more ownership

Funds ownership: 81.96%83.99% (+2%)

Holders
237
Holders Change
+10
Holders Change %
+4.41%
% of All Funds
5.43%
Holding in Top 10
23
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.52%
% of All Funds
0.53%
New
34
Increased
97
Reduced
76
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JWS
26
Juncture Wealth Strategies
Arizona
$9.16M +$507K +20,420 +6%
CWM
27
Cabot Wealth Management
Massachusetts
$9.06M -$455K -18,330 -5%
CHJWM
28
Carlton Hofferkamp & Jenks Wealth Management
Texas
$8.4M -$187K -7,546 -2%
AI
29
Atria Investments
North Carolina
$8.17M +$1.72M +69,350 +27%
WP
30
WealthSource Partners
California
$7.5M +$4.33M +174,432 +137%
FHA
31
First Horizon Advisors
Tennessee
$7.01M +$7M +281,898 New
AIA
32
Arcadia Investment Advisors
Idaho
$6.52M +$193K +7,770 +3%
MFT
33
Moisand Fitzgerald Tamayo
Florida
$6.46M +$78.7K +3,170 +1%
CIC
34
Carnegie Investment Counsel
Ohio
$6.45M -$952K -38,310 -13%
I
35
INVST
Indiana
$6.39M -$3.1M -124,926 -33%
AG
36
Advisor Group
Arizona
$6.32M +$3.99M +160,580 +172%
BTS
37
BB&T Securities
Virginia
$5.69M +$274K +11,048 +5%
SAM
38
SignalPoint Asset Management
Missouri
$4.9M +$736K +29,640 +18%
B
39
Bailard
California
$4.79M +$4.79M +192,816 New
LTFS
40
Ladenburg Thalmann Financial Services
Florida
$4.58M
BCM
41
Blume Capital Management
California
$4.58M +$906K +36,470 +25%
AIM
42
Arcadia Investment Management
Michigan
$4.57M -$146K -5,870 -3%
Ameriprise
43
Ameriprise
Minnesota
$4.3M +$1.58M +63,486 +58%
CFA
44
Cahill Financial Advisors
Minnesota
$4.28M +$787K +31,692 +23%
CMP
45
Courage Miller Partners
Virginia
$4.21M -$22.7K -912 -0.5%
FWM
46
Frontier Wealth Management
Missouri
$4.13M +$1.67M +67,164 +68%
DW
47
Domani Wealth
Pennsylvania
$4.09M +$2.3M +92,524 +129%
PP
48
PrairieView Partners
Minnesota
$4.06M +$1.26M +50,598 +45%
DIA
49
Dean Investment Associates
Ohio
$3.95M +$3.95M +158,820 New
AWM
50
Avior Wealth Management
Nebraska
$3.94M +$188K +7,558 +5%