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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 %
PCM
126
Parsons Capital Management
Rhode Island
$565K -$658K -26,390 -54%
BC
127
Burleson & Co
California
$485K -$74.9K -3,006 -13%
FF
128
Friedenthal Financial
New Jersey
$478K +$9.97K +400 +2%
WAM
129
Weatherly Asset Management
California
$474K
CIAS
130
Capital Investment Advisory Services
North Carolina
$467K -$34.9K -1,400 -7%
HB
131
Homrich & Berg
Georgia
$466K
RW
132
REDW Wealth
New Mexico
$460K +$224K +8,976 +95%
EF
133
Empirical Finance
Pennsylvania
$454K +$454K +18,104 New
JWA
134
JFS Wealth Advisors
Pennsylvania
$449K +$205K +8,214 +84%
SGAM
135
Steinberg Global Asset Management
Florida
$438K -$100K -4,026 -19%
SGCA
136
Steel Grove Capital Advisors
Tennessee
$436K
Citadel Advisors
137
Citadel Advisors
Florida
$427K +$427K +17,136 New
JC
138
Jentner Corp
Ohio
$421K +$32.6K +1,308 +8%
AWMG
139
Alliance Wealth Management Group
New Jersey
$419K -$48.9K -1,962 -10%
CA
140
Calton & Associates
Florida
$416K +$301K +12,068 +261%
HighTower Advisors
141
HighTower Advisors
Illinois
$403K +$403K +16,162 New
SFSIG
142
San Francisco Sentry Investment Group
California
$399K +$399K +16,000 New
BIA
143
Bigelow Investment Advisors
Maine
$381K +$128K +5,150 +51%
EWM
144
Evermay Wealth Management
Virginia
$375K -$143K -5,742 -28%
JFGLC
145
Johnson Financial Group LLC (Colorado)
Colorado
$371K +$371K +14,894 New
FA
146
FDx Advisors
Illinois
$371K +$371K +14,904 New
PFA
147
Pinnacle Family Advisors
Missouri
$369K +$369K +14,816 New
PSUF
148
People's United Financial
Connecticut
$365K +$17.4K +698 +5%
LCM
149
Liberty Capital Management
Michigan
$364K
MI
150
Moneywise Inc
Virginia
$357K +$153K +6,148 +75%