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Schwab Short-Term US Treasury ETF

252 hedge funds and large institutions have $1.3B invested in Schwab Short-Term US Treasury ETF in 2018 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 114 increasing their positions, 76 reducing their positions, and 22 closing their positions.

Holders
252
Holders Change
+15
Holders Change %
+6.33%
% of All Funds
5.77%
Holding in Top 10
29
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+26.09%
% of All Funds
0.66%
New
39
Increased
114
Reduced
76
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
I
26
INVST
Indiana
$11.3M +$4.98M +201,350 +78%
MWM
27
MinichMacGregor Wealth Management
New York
$11.2M -$3.76M -152,046 -25%
UWM
28
USAdvisors Wealth Management
Minnesota
$10.2M +$1.02M +41,070 +11%
Jane Street
29
Jane Street
New York
$9.66M +$9.66M +389,612 New
FEG
30
Fund Evaluation Group
Ohio
$9.49M +$7.02M +283,200 +284%
JWS
31
Juncture Wealth Strategies
Arizona
$9.14M +$8.23K +332 +0.1%
WP
32
WealthSource Partners
California
$8.2M +$730K +29,452 +10%
CHJWM
33
Carlton Hofferkamp & Jenks Wealth Management
Texas
$8.19M -$190K -7,654 -2%
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$7.74M -$5.33M -215,138 -41%
Envestnet Asset Management
35
Envestnet Asset Management
Illinois
$7.7M +$7.7M +310,568 New
CWM
36
Cabot Wealth Management
Massachusetts
$7.63M -$1.4M -56,348 -15%
FHA
37
First Horizon Advisors
Tennessee
$7.53M +$544K +21,968 +8%
DIA
38
Dean Investment Associates
Ohio
$7.21M +$3.28M +132,202 +83%
MWM
39
Merriman Wealth Management
Washington
$6.96M +$5.01M +202,036 +257%
AIA
40
Arcadia Investment Advisors
Idaho
$6.75M +$252K +10,160 +4%
MFT
41
Moisand Fitzgerald Tamayo
Florida
$6.74M +$310K +12,522 +5%
BCM
42
Blume Capital Management
California
$6.73M +$2.16M +87,290 +47%
BC
43
Brinker Capital
Pennsylvania
$6.12M +$2.84M +114,454 +86%
PNC Financial Services Group
44
PNC Financial Services Group
Pennsylvania
$5.81M +$5.03M +203,082 +650%
DW
45
Domani Wealth
Pennsylvania
$5.24M +$1.16M +46,902 +29%
CFA
46
Cahill Financial Advisors
Minnesota
$5.08M +$814K +32,826 +19%
BTS
47
BB&T Securities
Virginia
$5.02M -$653K -26,356 -12%
APG
48
Abacus Planning Group
South Carolina
$4.99M +$4.99M +201,148 New
SAM
49
SignalPoint Asset Management
Missouri
$4.77M -$117K -4,706 -2%
PP
50
PrairieView Partners
Minnesota
$4.74M +$693K +27,964 +17%