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Schwab Short-Term US Treasury ETF

111 hedge funds and large institutions have $346M invested in Schwab Short-Term US Treasury ETF in 2016 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 42 increasing their positions, 27 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
111
Holders Change
+10
Holders Change %
+9.9%
% of All Funds
2.96%
Holding in Top 10
16
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+14.29%
% of All Funds
0.43%
New
21
Increased
42
Reduced
27
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
FC
76
Financial Consulate
Maryland
$444K +$59.4K +2,338 +15%
RCA
77
Rowland Carmichael Advisors
Arizona
$438K +$438K +17,258 New
Bank of America
78
Bank of America
North Carolina
$437K +$78.1K +3,078 +22%
VFS
79
VSR Financial Services
Kansas
$401K -$24.8K -974 -6%
Morgan Stanley
80
Morgan Stanley
New York
$371K -$3.94M -154,902 -91%
BWM
81
BerganKDV Wealth Management
Minnesota
$322K +$322K +12,686 New
CWM
82
Concert Wealth Management
California
$317K +$317K +12,404 New
Janney Montgomery Scott
83
Janney Montgomery Scott
Pennsylvania
$261K +$261K +10,284 New
Citigroup
84
Citigroup
New York
$254K
SGCA
85
Steel Grove Capital Advisors
Tennessee
$250K
ACM
86
Argentus Capital Management
Texas
$245K +$245K +9,630 New
PAG
87
Pinnacle Advisory Group
Maryland
$229K +$229K +9,024 New
SA
88
SRH Advisors
Kansas
$221K
BC
89
Barnett & Company
Tennessee
$209K +$209K +8,222 New
WAM
90
Wealthspire Advisors (Maryland)
Maryland
$197K +$13.9K +546 +8%
HF
91
Hoxton Financial
West Virginia
$188K +$188K +7,402 New
RFA
92
Reilly Financial Advisors
California
$125K +$18.3K +722 +17%
IA
93
IFP Advisors
Florida
$109K +$102K +4,052 +1,378%
GWM
94
Gupta Wealth Management
California
$101K
WOC
95
West Oak Capital
California
$74.4K
LTFS
96
Ladenburg Thalmann Financial Services
Florida
$53K -$79.6K -3,126 -60%
BBPWM
97
Blue Bell Private Wealth Management
Pennsylvania
$52K
Creative Planning
98
Creative Planning
Kansas
$51K +$43.4K +1,700 +567%
VIA
99
Vantage Investment Advisors
Pennsylvania
$41K +$19.2K +762 +88%
MFS
100
MSI Financial Services
Massachusetts
$33K