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Schwab Short-Term US Treasury ETF

237 hedge funds and large institutions have $1.09B invested in Schwab Short-Term US Treasury ETF in 2018 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 97 increasing their positions, 76 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 21

28% more repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 76

15% more capital invested

Capital invested by funds: $950M → $1.09B (+$143M)

10% more funds holding in top 10

Funds holding in top 10: 2123 (+2)

4% more funds holding

Funds holding: 227237 (+10)

2.03% more ownership

Funds ownership: 81.96%83.99% (+2%)

Holders
237
Holders Change
+10
Holders Change %
+4.41%
% of All Funds
5.43%
Holding in Top 10
23
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.52%
% of All Funds
0.53%
New
34
Increased
97
Reduced
76
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MWA
76
MFA Wealth Advisors
Pennsylvania
$2.09M +$46.2K +1,858 +2%
FGAM
77
Financial Gravity Asset Management
Texas
$2.06M +$158K +6,372 +8%
CCM
78
Carlson Capital Management
Minnesota
$2M -$183K -7,384 -8%
MWM
79
Merriman Wealth Management
Washington
$1.96M +$1.71M +68,982 +718%
FA
80
FDx Advisors
Illinois
$1.9M +$1.52M +61,360 +412%
SBL
81
Sargent Bickham Lagudis
Colorado
$1.89M -$87.5K -3,524 -4%
FC
82
Financial Consulate
Maryland
$1.83M -$12.5K -504 -0.7%
VF
83
Virtu Financial
New York
$1.81M +$1.81M +72,908 New
AA
84
Advisory Alpha
Michigan
$1.79M -$850K -34,234 -32%
DI
85
Diligent Investors
California
$1.78M +$49.6K +1,998 +3%
BCMO
86
Buckingham Capital Management (Ohio)
Ohio
$1.71M +$912K +36,720 +115%
TCM
87
Twele Capital Management
Minnesota
$1.66M +$22.3K +896 +1%
LFA
88
Landmark Financial Advisors
Kentucky
$1.61M +$350K +14,102 +28%
MA
89
MCF Advisors
Kentucky
$1.54M +$498K +20,040 +48%
LYV
90
Live Your Vision
Pennsylvania
$1.52M -$71.3K -2,870 -4%
IWC
91
Integrated Wealth Concepts
Massachusetts
$1.44M +$5.81K +234 +0.4%
LWAC
92
Laurel Wealth Advisors (California)
California
$1.41M -$20.8K -838 -1%
VAM
93
Visionary Asset Management
Texas
$1.31M +$1.31M +52,686 New
SWM
94
SVA Wealth Management
Wisconsin
$1.29M +$1.29M +52,050 New
REMPR
95
Roof Eidam Maycock Peralta (REMP)
California
$1.28M -$744K -29,940 -37%
UBS Group
96
UBS Group
Switzerland
$1.25M -$1.53M -61,466 -55%
NCM
97
Northwest Capital Management
Oregon
$1.22M -$95.2K -3,834 -7%
BCI
98
Brinker Capital Investments
Pennsylvania
$1.21M -$492K -19,790 -29%
RC
99
Roundview Capital
New Jersey
$1.21M +$580K +23,360 +92%
SWA
100
SFMG Wealth Advisors
Texas
$1.16M -$866K -34,852 -43%