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Schwab Short-Term US Treasury ETF

124 hedge funds and large institutions have $353M invested in Schwab Short-Term US Treasury ETF in 2016 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 59 increasing their positions, 38 reducing their positions, and 9 closing their positions.

Holders
124
Holders Change
+1
Holders Change %
+0.81%
% of All Funds
3.31%
Holding in Top 10
18
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+12.5%
% of All Funds
0.48%
New
12
Increased
59
Reduced
38
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
WT
101
Whittier Trust
California
$200K 7,872 +7,872 New
BC
102
Barnett & Company
Tennessee
$174K 6,866 -306 -4%
ACM
103
Argentus Capital Management
Texas
$168K 6,634 -2,900 -30%
RFA
104
Reilly Financial Advisors
California
$168K 6,614 +1,344 +26%
Creative Planning
105
Creative Planning
Kansas
$167K 6,580 +4,580 +229%
AWM
106
AllSquare Wealth Management
New York
$122K 4,794
PH
107
Pinnacle Holdings
Oklahoma
$107K 4,204 +50 +1%
AA
108
Advisory Alpha
Michigan
$83K 3,254 +3,194 +5,323%
AG
109
Advisor Group
Arizona
$68K 2,652 +58 +2%
WOC
110
West Oak Capital
California
$59.2K 2,330
LTFS
111
Ladenburg Thalmann Financial Services
Florida
$56K 2,240 +204 +10%
BBPWM
112
Blue Bell Private Wealth Management
Pennsylvania
$51K 1,970 -88 -4%
VIA
113
Vantage Investment Advisors
Pennsylvania
$44K 1,750 +38 +2%
NFG
114
Next Financial Group
Texas
$41K 1,628 +592 +57%
MFS
115
MSI Financial Services
Massachusetts
$33K 1,310
GAM
116
Gemmer Asset Management
California
$22K 860 +498 +138%
BWA
117
Burt Wealth Advisors
Maryland
$16K 658 +54 +9%
JWA
118
JFS Wealth Advisors
Pennsylvania
$10K 388
CCM
119
Cribstone Capital Management
Maine
$10K 392 +392 New
IA
120
IFP Advisors
Florida
$7K 294 -1,974 -87%
AIS
121
Accurate Investment Solutions
Pennsylvania
$4K 150
SBL
122
Sargent Bickham Lagudis
Colorado
$1.64K 64,546 +34,818 +117%
SWA
123
Sutton Wealth Advisors
Florida
$305 12
KLC
124
Knowledge Leaders Capital
Colorado
-158,426 Closed
BRWA
125
B. Riley Wealth Advisors
Florida
-144,960 Closed