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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.

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 %
Commonwealth Equity Services
101
Commonwealth Equity Services
Massachusetts
$300K +$300K +11,880 New
SA
102
SRH Advisors
Kansas
$296K +$49.6K +1,970 +20%
SGCA
103
Steel Grove Capital Advisors
Tennessee
$280K +$16.9K +670 +6%
WA
104
Wealth Architects
California
$276K -$23.5M -9,214 -99%
Citigroup
105
Citigroup
New York
$252K
WP
106
WealthSource Partners
California
$250K +$250K +9,922 New
SWP
107
Stratos Wealth Partners
Ohio
$250K +$250K +9,932 New
RW
108
REDW Wealth
New Mexico
$247K +$247K +9,800 New
WAM
109
Wealthspire Advisors (Maryland)
Maryland
$235K -$36.4K -1,442 -13%
EAM
110
Evanson Asset Management
California
$231K +$231K +9,172 New
ML
111
McAdam LLC
Pennsylvania
$228K +$228K +9,062 New
SDWMA
112
Schneider Downs Wealth Management Advisors
Pennsylvania
$214K +$214K +8,496 New
RPA
113
Rock Point Advisors
Vermont
$202K +$554 +22 +0.3%
SWM
114
SVA Wealth Management
Wisconsin
$202K +$202K +8,000 New
IAS
115
IMA Advisory Services
Colorado
$200K +$200K +7,940 New
RFA
116
Reilly Financial Advisors
California
$173K +$6.06K +240 +4%
BC
117
Barnett & Company
Tennessee
$171K -$2.53K -100 -1%
Creative Planning
118
Creative Planning
Kansas
$166K
SJIM
119
St. Johns Investment Management
Florida
$122K +$122K +4,850 New
AWM
120
AllSquare Wealth Management
New York
$121K
LTFS
121
Ladenburg Thalmann Financial Services
Florida
$114K +$57.9K +2,314 +103%
PH
122
Pinnacle Holdings
Oklahoma
$107K +$1.11K +44 +1%
GAM
123
Gemmer Asset Management
California
$74K +$52.4K +2,080 +242%
US Bancorp
124
US Bancorp
Minnesota
$60K +$60K +2,364 New
WOC
125
West Oak Capital
California
$58.7K