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Schwab Short-Term US Treasury ETF

160 hedge funds and large institutions have $635M invested in Schwab Short-Term US Treasury ETF in 2017 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 65 increasing their positions, 53 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
160
Holders Change
+22
Holders Change %
+15.94%
% of All Funds
3.99%
Holding in Top 10
22
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+10%
% of All Funds
0.55%
New
31
Increased
65
Reduced
53
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
RFA
101
Reilly Financial Advisors
California
$451K +$278K +11,008 +161%
MCP
102
Mirador Capital Partners
California
$449K +$137K +5,436 +44%
SFS
103
Strategic Financial Services
New York
$444K +$55.4K +2,196 +14%
SGCA
104
Steel Grove Capital Advisors
Tennessee
$441K +$161K +6,392 +58%
MWM
105
Merriman Wealth Management
Washington
$439K -$824K -32,644 -65%
FF
106
Friedenthal Financial
New Jersey
$426K +$10.7K +426 +3%
AA
107
Advisory Alpha
Michigan
$415K +$415K +16,440 New
PCM
108
Parsons Capital Management
Rhode Island
$395K +$395K +15,670 New
ADL
109
Asset Dedication LLC
California
$393K -$1.98M -78,190 -83%
SDWMA
110
Schneider Downs Wealth Management Advisors
Pennsylvania
$366K +$152K +6,028 +71%
Commonwealth Equity Services
111
Commonwealth Equity Services
Massachusetts
$351K +$51.4K +2,040 +17%
PB
112
Pinnacle Bancorp
Nebraska
$345K +$345K +13,678 New
DIS
113
Diversified Investment Strategies
Louisiana
$317K +$317K +12,550 New
MSAM
114
Moloney Securities Asset Management
Missouri
$304K -$63.4K -2,514 -17%
PAG
115
Private Advisor Group
New Jersey
$303K
SA
116
SRH Advisors
Kansas
$302K +$5.05K +200 +2%
JC
117
Jentner Corp
Ohio
$300K -$4.75K -188 -2%
IAS
118
IMA Advisory Services
Colorado
$270K +$69.9K +2,776 +35%
CA
119
Capital Advantage
California
$266K -$292K -11,586 -52%
RW
120
REDW Wealth
New Mexico
$264K +$16.5K +652 +7%
Citigroup
121
Citigroup
New York
$262K +$10.1K +400 +4%
CIM
122
Contravisory Investment Management
Massachusetts
$236K +$236K +9,362 New
TSS
123
Two Sigma Securities
New York
$235K +$235K +9,306 New
EAM
124
Evanson Asset Management
California
$229K -$2.17K -86 -0.9%
SJIM
125
St. Johns Investment Management
Florida
$229K +$107K +4,234 +87%