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Schwab Short-Term US Treasury ETF

170 hedge funds and large institutions have $807M invested in Schwab Short-Term US Treasury ETF in 2017 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 80 increasing their positions, 47 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
170
Holders Change
+5
Holders Change %
+3.03%
% of All Funds
4.24%
Holding in Top 10
24
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+50%
% of All Funds
0.6%
New
22
Increased
80
Reduced
47
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
VNA
101
Valley National Advisers
Pennsylvania
$548K -$23.8K -946 -4%
RCA
102
Rowland Carmichael Advisors
Arizona
$546K -$25K -994 -4%
SKK
103
Shepherd Kaplan Krochuk
Massachusetts
$529K +$529K +21,000 New
TIM
104
Tortoise Investment Management
New York
$519K +$173K +6,860 +50%
OIA
105
Optimum Investment Advisors
Illinois
$516K -$46.6K -1,850 -8%
DAC
106
Dividend Assets Capital
South Carolina
$514K
CIAS
107
Capital Investment Advisory Services
North Carolina
$513K -$204K -8,094 -28%
AWMG
108
Alliance Wealth Management Group
New Jersey
$500K +$266K +10,680 +114%
RFA
109
Reilly Financial Advisors
California
$496K +$28.7K +1,140 +6%
AWE
110
Avidian Wealth Enterprises
Texas
$475K +$475K +18,858 New
FC
111
Forte Capital
New York
$459K -$47.9K -1,900 -9%
DIS
112
Diversified Investment Strategies
Louisiana
$456K +$49.1K +1,950 +12%
SGCA
113
Steel Grove Capital Advisors
Tennessee
$441K
FF
114
Friedenthal Financial
New Jersey
$431K -$50K -1,982 -10%
JC
115
Jentner Corp
Ohio
$417K +$7.41K +294 +2%
IAS
116
IMA Advisory Services
Colorado
$378K +$47K +1,864 +14%
LCM
117
Liberty Capital Management
Michigan
$367K -$10.1K -400 -3%
MA
118
Menlo Advisors
California
$353K
JWM
119
Janiczek Wealth Management
Colorado
$343K +$18.2K +720 +6%
JCM
120
Janney Capital Management
Pennsylvania
$342K +$342K +13,598 New
BAM
121
Belpointe Asset Management
Nevada
$335K +$335K +13,308 New
WA
122
Wealth Architects
California
$334K +$31.9K +1,264 +11%
ADL
123
Asset Dedication LLC
California
$317K -$50.2K -1,982 -14%
PAG
124
Private Advisor Group
New Jersey
$302K
SA
125
SRH Advisors
Kansas
$301K