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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 %
AIG
101
American International Group
New York
$28K
NFG
102
Next Financial Group
Texas
$26K
FNBT
103
FineMark National Bank & Trust
Florida
$25K +$50 +2 +0.2%
BWA
104
Burt Wealth Advisors
Maryland
$17K +$13.1K +518 +332%
JWA
105
JFS Wealth Advisors
Pennsylvania
$10K
HR
106
Howe & Rusling
New York
$10K +$10K +380 New
GAM
107
Gemmer Asset Management
California
$8K +$1.64K +72 +26%
AIS
108
Accurate Investment Solutions
Pennsylvania
$4K
PNC Financial Services Group
109
PNC Financial Services Group
Pennsylvania
$2K +$2K +88 New
SWA
110
Sutton Wealth Advisors
Florida
$305 +$305 +12 New
EWA
111
EP Wealth Advisors
California
-$676K -26,820 Closed
QCMC
112
Quantum Capital Management (California)
California
-$328K -13,000 Closed
SS
113
Simplicity Solutions
Minnesota
-$322K -12,778 Closed
MAM
114
Marquette Asset Management
Minnesota
-$250K -9,928 Closed
HP
115
HT Partners
Connecticut
-$240K -9,512 Closed
Fisher Asset Management
116
Fisher Asset Management
Washington
-$225K -8,940 Closed
CS
117
Credit Suisse
Switzerland
-$218K -8,658 Closed
AFP
118
Ausdal Financial Partners
Iowa
-$40K -1,582 Closed
PH
119
Pinnacle Holdings
Oklahoma
-$36.9K -1,464 Closed
CG
120
Colony Group
Massachusetts
-$30K -1,198 Closed
KCPG
121
Kavar Capital Partners Group
Kansas
-$2K -100 Closed