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Schwab Short-Term US Treasury ETF

138 hedge funds and large institutions have $455M invested in Schwab Short-Term US Treasury ETF in 2016 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 59 increasing their positions, 34 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
138
Holders Change
+14
Holders Change %
+11.29%
% of All Funds
3.46%
Holding in Top 10
20
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.11%
% of All Funds
0.5%
New
33
Increased
59
Reduced
34
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PAG
51
Pinnacle Advisory Group
Maryland
$1.7M +$107K +4,228 +7%
CCM
52
Carlson Capital Management
Minnesota
$1.69M +$67.7K +2,686 +4%
PAM
53
Peak Asset Management
Colorado
$1.68M -$1.1M -43,770 -40%
BFPW
54
BOK Financial Private Wealth
Colorado
$1.68M -$408K -16,196 -20%
LWAC
55
Laurel Wealth Advisors (California)
California
$1.59M -$62.9K -2,498 -4%
CWM
56
Cabot Wealth Management
Massachusetts
$1.59M +$237K +9,404 +18%
LYV
57
Live Your Vision
Pennsylvania
$1.55M -$94.4K -3,746 -6%
Mariner
58
Mariner
Kansas
$1.54M -$417K -16,530 -21%
CWM
59
Confluence Wealth Management
Oregon
$1.53M -$276K -10,950 -15%
Wolverine Trading
60
Wolverine Trading
Illinois
$1.46M +$1.46M +57,832 New
AI
61
Atria Investments
North Carolina
$1.31M +$1.31M +52,022 New
TCM
62
Twele Capital Management
Minnesota
$1.26M +$204K +8,112 +19%
MWM
63
Merriman Wealth Management
Washington
$1.26M -$2.74M -108,736 -68%
SAM
64
SignalPoint Asset Management
Missouri
$1.24M +$1.24M +49,310 New
Bank of America
65
Bank of America
North Carolina
$1.21M -$230K -9,104 -16%
GIA
66
GHP Investment Advisors
Colorado
$1.15M +$1.15M +45,736 New
Charles Schwab
67
Charles Schwab
California
$1.1M +$394K +15,634 +56%
SWA
68
SFMG Wealth Advisors
Texas
$1.08M -$143K -5,684 -12%
SFA
69
Sequoia Financial Advisors
Ohio
$980K -$556K -22,042 -36%
OIA
70
Optimum Investment Advisors
Illinois
$894K -$18.9K -750 -2%
EWA
71
EP Wealth Advisors
California
$855K +$541K +22,706 +173%
MA
72
MUFG Americas
New York
$847K +$2.78K +110 +0.3%
SAMC
73
Spectrum Asset Management (California)
California
$839K -$947K -37,540 -53%
SGAM
74
Steinberg Global Asset Management
Florida
$825K +$66.6K +2,640 +9%
VNA
75
Valley National Advisers
Pennsylvania
$791K +$133K +5,256 +20%