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Schwab Short-Term US Treasury ETF

123 hedge funds and large institutions have $343M invested in Schwab Short-Term US Treasury ETF in 2016 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 47 increasing their positions, 42 reducing their positions, and 8 closing their positions.

Holders
123
Holders Change
+12
Holders Change %
+10.81%
% of All Funds
3.29%
Holding in Top 10
16
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.43%
New
22
Increased
47
Reduced
42
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
ACM
51
Advisors Capital Management
New Jersey
$1.44M +$105K +4,124 +8%
MWM
52
Merriman Wealth Management
Washington
$1.42M +$1.42M +55,894 New
KF
53
Krilogy Financial
Missouri
$1.41M +$329K +12,906 +30%
SWA
54
SFMG Wealth Advisors
Texas
$1.41M -$17.7M -696,188 -93%
CWM
55
Cabot Wealth Management
Massachusetts
$1.26M +$239K +9,364 +23%
SAM
56
Summit Asset Management
Tennessee
$1.22M
TCM
57
Twele Capital Management
Minnesota
$967K +$59.8K +2,346 +7%
CP
58
Corbenic Partners
Pennsylvania
$957K +$957K +37,558 New
OIA
59
Optimum Investment Advisors
Illinois
$943K -$68.8K -2,700 -7%
MA
60
MCF Advisors
Kentucky
$895K +$895K +35,132 New
Envestnet Asset Management
61
Envestnet Asset Management
Illinois
$874K -$485K -19,018 -36%
MA
62
MUFG Americas
New York
$853K +$853K +33,470 New
CA
63
Capital Advantage
California
$819K -$221K -8,672 -21%
SGAM
64
Steinberg Global Asset Management
Florida
$769K +$174K +6,836 +29%
SBL
65
Sargent Bickham Lagudis
Colorado
$757K -$119K -4,692 -14%
VNA
66
Valley National Advisers
Pennsylvania
$748K -$44.7K -1,756 -6%
LYV
67
Live Your Vision
Pennsylvania
$713K +$50.2K +1,970 +8%
FA
68
FDx Advisors
Illinois
$697K +$697K +27,366 New
CS
69
Comerica Securities
Michigan
$641K +$641K +25,160 New
FI
70
FormulaFolio Investments
Michigan
$634K -$2.09M -81,888 -77%
IFS
71
Ifrah Financial Services
Arkansas
$632K -$6.68K -262 -1%
CA
72
Cambridge Advisors
Nebraska
$626K +$51.3K +2,012 +9%
AIA
73
Allegis Investment Advisors
Idaho
$624K +$16.9K +664 +3%
MHS
74
M Holdings Securities
Oregon
$618K
DW
75
Domani Wealth
Pennsylvania
$614K +$14.2K +558 +2%