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Schwab Short-Term US Treasury ETF

345 hedge funds and large institutions have $3.33B invested in Schwab Short-Term US Treasury ETF in 2019 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 165 increasing their positions, 105 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more repeat investments, than reductions

Existing positions increased: 165 | Existing positions reduced: 105

40% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 30

1% more funds holding

Funds holding: 340345 (+5)

0.51% less ownership

Funds ownership: 120.58%120.07% (-0.51%)

1% less capital invested

Capital invested by funds: $3.37B → $3.33B (-$43.5M)

4% less funds holding in top 10

Funds holding in top 10: 5351 (-2)

Holders
345
Holders Change
+5
Holders Change %
+1.47%
% of All Funds
7.49%
Holding in Top 10
51
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.77%
% of All Funds
1.11%
New
42
Increased
165
Reduced
105
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MFG
126
MidWestOne Financial Group
Iowa
$2.04M +$2.02M +80,500 New
FVWA
127
Foster Victor Wealth Advisors
South Carolina
$2.03M +$1.96K +78 +0.1%
TCM
128
Twele Capital Management
Minnesota
$2.03M +$90K +3,582 +5%
LPL Financial
129
LPL Financial
California
$2.01M +$80.4K +3,202 +4%
CW
130
CreativeOne Wealth
Kansas
$2.01M +$246K +9,794 +14%
SCA
131
STALEY CAPITAL ADVISERS
Pennsylvania
$2.01M -$113K -4,500 -5%
AIM
132
Axiom Investment Management
New York
$1.98M +$815K +32,432 +71%
SWM
133
SVA Wealth Management
Wisconsin
$1.98M +$239K +9,510 +14%
HI
134
Harrington Investments
California
$1.92M +$121K +4,800 +7%
B
135
Bailard
California
$1.8M +$683K +27,184 +62%
TIM
136
Tortoise Investment Management
New York
$1.8M +$685K +27,276 +62%
NFG
137
Next Financial Group
Texas
$1.79M -$24.1M -958,406 -93%
PSUF
138
People's United Financial
Connecticut
$1.74M +$445K +17,720 +35%
MAFM
139
Mid Atlantic Financial Management
Pennsylvania
$1.66M +$313K +12,476 +23%
GVAG
140
Great Valley Advisor Group
Delaware
$1.64M +$169K +6,714 +12%
UCMOK
141
United Capital Management of KS
Kansas
$1.56M -$141K -5,606 -8%
SFA
142
Sequoia Financial Advisors
Ohio
$1.49M -$96.6K -3,846 -6%
SBL
143
Sargent Bickham Lagudis
Colorado
$1.46M -$1.55M -61,854 -52%
SG
144
Somerset Group
Minnesota
$1.45M +$27.8K +1,108 +2%
IF
145
Ironwood Financial
Arizona
$1.45M +$791K +31,476 +122%
PFA
146
Pinnacle Family Advisors
Missouri
$1.44M +$155K +6,166 +12%
NL
147
NWAM LLC
Washington
$1.43M +$397K +15,798 +39%
SWM
148
SeaCrest Wealth Management
New York
$1.4M +$69.3K +2,758 +5%
BIA
149
Bigelow Investment Advisors
Maine
$1.39M -$10.9K -432 -0.8%
WWM
150
Windsor Wealth Management
Indiana
$1.36M +$323K +12,838 +31%