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Schwab Short-Term US Treasury ETF

227 hedge funds and large institutions have $950M invested in Schwab Short-Term US Treasury ETF in 2018 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 99 increasing their positions, 62 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
227
Holders Change
+13
Holders Change %
+6.07%
% of All Funds
5.21%
Holding in Top 10
21
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-12.5%
% of All Funds
0.48%
New
40
Increased
99
Reduced
62
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
RFA
101
Reilly Financial Advisors
California
$1.02M +$739K +29,640 +264%
SAMC
102
Spectrum Asset Management (California)
California
$1.01M -$21.9K -880 -2%
PA
103
Parallel Advisors
California
$990K +$935K +37,508 +1,705%
Deutsche Bank
104
Deutsche Bank
Germany
$974K +$974K +39,098 New
CMBA
105
C.M. Bidwell & Associates
Hawaii
$963K -$1.27M -50,802 -57%
Commonwealth Equity Services
106
Commonwealth Equity Services
Massachusetts
$929K +$234K +9,412 +34%
SC
107
Slow Capital
California
$889K +$884K +35,458 +19,482%
Royal Bank of Canada
108
Royal Bank of Canada
Ontario, Canada
$870K +$140K +5,610 +19%
Franklin Resources
109
Franklin Resources
California
$857K +$857K +34,370 New
MAS
110
Managed Account Services
Florida
$855K +$125K +5,016 +17%
BCMO
111
Buckingham Capital Management (Ohio)
Ohio
$794K +$794K +31,870 New
MA
112
MUFG Americas
New York
$781K
FAIM
113
Financial Advocates Investment Management
Washington
$781K +$781K +31,330 New
PAG
114
Pinnacle Advisory Group
Maryland
$773K -$150K -6,010 -16%
VAIA
115
Virtus Alternative Investment Advisers
Connecticut
$758K +$87.3K +3,500 +13%
CA
116
Cambridge Advisors
Nebraska
$755K -$2.54K -102 -0.3%
IFS
117
Ifrah Financial Services
Arkansas
$716K -$30.5K -1,224 -4%
AFP
118
Ausdal Financial Partners
Iowa
$713K +$2.44K +98 +0.3%
JWM
119
Janiczek Wealth Management
Colorado
$700K +$361K +14,476 +106%
RCA
120
Rowland Carmichael Advisors
Arizona
$692K -$49.7K -1,994 -7%
SDWMA
121
Schneider Downs Wealth Management Advisors
Pennsylvania
$652K -$97.6K -3,918 -13%
PNC Financial Services Group
122
PNC Financial Services Group
Pennsylvania
$639K +$202K +8,106 +46%
RC
123
Roundview Capital
New Jersey
$630K +$630K +25,268 New
FANJ
124
Financial Architects (New Jersey)
New Jersey
$582K -$190K -7,612 -25%
SPI
125
Santori & Peters Inc
Pennsylvania
$577K -$15.5K -622 -3%