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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 %
NFG
151
Next Financial Group
Texas
$26K
AWM
152
AllSquare Wealth Management
New York
$23K -$95.6K -3,864 -81%
BC
153
Barnett & Company
Tennessee
$23K -$34.8K -1,390 -60%
WOC
154
West Oak Capital
California
$18.4K -$10.1K -400 -35%
CDIA
155
Capital Directions Investment Advisors
Georgia
$11K +$11K +452 New
AOWM
156
Alpha Omega Wealth Management
Virginia
$10K
SQA
157
Simon Quick Advisors
New Jersey
$10K +$1.59K +62 +19%
AIA
158
Armor Investment Advisors
North Carolina
$8K
ACM
159
AlphaStar Capital Management
North Carolina
$6K +$6K +250 New
AIS
160
Accurate Investment Solutions
Pennsylvania
$4K -$143K -5,376 -97%
BlackRock
161
BlackRock
New York
$1K
CFD
162
Creative Financial Designs
Indiana
$1K
RA
163
Rational Advisors
New York
$1K +$1K +20 New
SWA
164
Sutton Wealth Advisors
Florida
$303
FI
165
FormulaFolio Investments
Michigan
-$2.97M -117,552 Closed
AWM
166
Avior Wealth Management
Nebraska
-$2.85M -113,050 Closed
BCM
167
Bienville Capital Management
New York
-$2.77M -109,900 Closed
BFPW
168
BOK Financial Private Wealth
Colorado
-$1.67M -66,290 Closed
CIC
169
Carnegie Investment Counsel
Ohio
-$1.67M -66,102 Closed
LYV
170
Live Your Vision
Pennsylvania
-$1.62M -64,098 Closed
LWAC
171
Laurel Wealth Advisors (California)
California
-$1.54M -61,044 Closed
Manulife (Manufacturers Life Insurance)
172
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$1.24M -49,000 Closed
Wolverine Trading
173
Wolverine Trading
Illinois
-$534K -21,184 Closed
ML
174
McAdam LLC
Pennsylvania
-$224K -8,886 Closed
IA
175
IFP Advisors
Florida
-$152K -6,040 Closed