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Schwab Short-Term US Treasury ETF

165 hedge funds and large institutions have $604M invested in Schwab Short-Term US Treasury ETF in 2017 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 71 increasing their positions, 51 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
165
Holders Change
+5
Holders Change %
+3.13%
% of All Funds
4.12%
Holding in Top 10
16
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-27.27%
% of All Funds
0.4%
New
23
Increased
71
Reduced
51
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
FF
101
Friedenthal Financial
New Jersey
$481K +$55.1K +2,186 +13%
SDWMA
102
Schneider Downs Wealth Management Advisors
Pennsylvania
$477K +$111K +4,384 +30%
RFA
103
Reilly Financial Advisors
California
$467K +$16.9K +672 +4%
UCFA
104
United Capital Financial Advisors
Texas
$465K -$68.4K -2,712 -13%
SGCA
105
Steel Grove Capital Advisors
Tennessee
$441K
JC
106
Jentner Corp
Ohio
$410K +$110K +4,380 +37%
DIS
107
Diversified Investment Strategies
Louisiana
$407K +$90.7K +3,600 +29%
Citadel Advisors
108
Citadel Advisors
Florida
$403K +$403K +15,988 New
MAS
109
Managed Account Services
Florida
$402K +$402K +15,960 New
Commonwealth Equity Services
110
Commonwealth Equity Services
Massachusetts
$382K +$31.4K +1,246 +9%
LCM
111
Liberty Capital Management
Michigan
$378K +$378K +15,000 New
ADL
112
Asset Dedication LLC
California
$366K -$26.2K -1,038 -7%
MA
113
Menlo Advisors
California
$353K +$129K +5,120 +57%
TIM
114
Tortoise Investment Management
New York
$346K +$346K +13,728 New
IAS
115
IMA Advisory Services
Colorado
$331K +$61.1K +2,424 +23%
JWM
116
Janiczek Wealth Management
Colorado
$325K +$325K +12,886 New
SA
117
SRH Advisors
Kansas
$302K
PAG
118
Private Advisor Group
New Jersey
$302K
WA
119
Wealth Architects
California
$302K +$73.1K +2,902 +32%
RW
120
REDW Wealth
New Mexico
$293K +$29.7K +1,178 +11%
CIM
121
Contravisory Investment Management
Massachusetts
$273K +$36.7K +1,452 +16%
VKH
122
Virtu KCG Holdings
New York
$270K -$285K -11,302 -51%
CA
123
Capital Advantage
California
$262K -$3.98K -158 -1%
Citigroup
124
Citigroup
New York
$252K -$10.1K -400 -4%
AWMG
125
Alliance Wealth Management Group
New Jersey
$233K +$22.8K +920 +11%