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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 %
CM
26
Columbus Macro
Pennsylvania
$23.5M -$9.3M -367,638 -28%
ACG
27
Allen Capital Group
Nebraska
$22.4M +$1.42M +55,972 +7%
CF
28
Corrigan Financial
Rhode Island
$22.2M +$1.28M +50,752 +6%
HighTower Advisors
29
HighTower Advisors
Illinois
$21.6M +$16.2M +641,358 +302%
DW
30
Domani Wealth
Pennsylvania
$20.5M +$10.5M +416,172 +106%
BC
31
Brinker Capital
Pennsylvania
$19.1M +$3.72M +146,932 +24%
AEPG
32
American Economic Planning Group
New Jersey
$18.6M +$8.04M +317,656 +76%
LTFS
33
Ladenburg Thalmann Financial Services
Florida
$18.5M +$831K +33,064 +5%
LIM
34
Leavell Investment Management
Alabama
$17.3M +$486K +19,228 +3%
PNC Financial Services Group
35
PNC Financial Services Group
Pennsylvania
$16.8M +$5.03M +198,676 +43%
FHA
36
First Horizon Advisors
Tennessee
$15.6M +$517K +20,436 +3%
DBRC
37
D.B. Root & Company
Pennsylvania
$15.3M +$3.85M +152,210 +34%
RRC
38
Relaxing Retirement Coach
Massachusetts
$14.8M +$633K +25,028 +4%
5L
39
55I LLC
Massachusetts
$13.6M +$8.7M +343,914 +176%
PCIA
40
Prime Capital Investment Advisors
Kansas
$12.7M +$12.7M +502,190 New
MIM
41
Morningstar Investment Management
Illinois
$12.6M +$12.6M +499,972 New
RC
42
Roundview Capital
New Jersey
$12.4M +$1.67M +66,198 +16%
CAM
43
Cresset Asset Management
Illinois
$12.4M +$2.76M +109,102 +29%
BCM
44
Blume Capital Management
California
$11.5M -$822K -32,506 -7%
CMP
45
Courage Miller Partners
Virginia
$11.2M +$6.87M +271,672 +160%
FAIM
46
Financial Advocates Investment Management
Washington
$11.1M +$8.43M +333,350 +317%
CWM
47
Cabot Wealth Management
Massachusetts
$10.7M -$202K -7,996 -2%
CFA
48
Cahill Financial Advisors
Minnesota
$10.5M +$2.58M +101,960 +32%
LWAC
49
Laurel Wealth Advisors (California)
California
$10.5M +$8.65M +342,048 +461%
Renaissance Technologies
50
Renaissance Technologies
New York
$10M +$212K +8,400 +2%