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Schwab Short-Term US Treasury ETF

237 hedge funds and large institutions have $1.09B invested in Schwab Short-Term US Treasury ETF in 2018 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 97 increasing their positions, 76 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 21

28% more repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 76

15% more capital invested

Capital invested by funds: $950M → $1.09B (+$143M)

10% more funds holding in top 10

Funds holding in top 10: 2123 (+2)

4% more funds holding

Funds holding: 227237 (+10)

2.03% more ownership

Funds ownership: 81.96%83.99% (+2%)

Holders
237
Holders Change
+10
Holders Change %
+4.41%
% of All Funds
5.43%
Holding in Top 10
23
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.52%
% of All Funds
0.53%
New
34
Increased
97
Reduced
76
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HB
151
Homrich & Berg
Georgia
$465K
RW
152
REDW Wealth
New Mexico
$462K +$3.28K +132 +0.7%
TIM
153
Tortoise Investment Management
New York
$432K +$79.5K +3,202 +23%
SGCA
154
Steel Grove Capital Advisors
Tennessee
$421K -$14.4K -578 -3%
JC
155
Jentner Corp
Ohio
$420K +$497 +20 +0.1%
IWM
156
IHT Wealth Management
Illinois
$410K +$409K +16,474 New
PCM
157
Parsons Capital Management
Rhode Island
$390K -$174K -7,000 -31%
PAG
158
Private Advisor Group
New Jersey
$383K +$383K +15,424 New
CA
159
Calton & Associates
Florida
$376K -$38.5K -1,548 -9%
EWM
160
Evermay Wealth Management
Virginia
$375K
BIA
161
Bigelow Investment Advisors
Maine
$364K -$16.1K -650 -4%
PFA
162
Pinnacle Family Advisors
Missouri
$362K -$6.51K -262 -2%
Koshinski Asset Management
163
Koshinski Asset Management
Illinois
$357K +$3.83K +154 +1%
AP
164
Advisors Preferred
Maryland
$356K +$355K +14,300 New
DWT
165
Dorsey & Whitney Trust
South Dakota
$354K
MI
166
Moneywise Inc
Virginia
$348K -$8.54K -344 -2%
AWA
167
Acorn Wealth Advisors
Michigan
$347K +$646 +26 +0.2%
BAM
168
Berkshire Asset Management
Pennsylvania
$330K +$24.9K +1,004 +8%
CF
169
Centaurus Financial
California
$329K +$17.2K +694 +6%
LCM
170
Liberty Capital Management
Michigan
$323K -$39.7K -1,600 -11%
WA
171
Wealth Architects
California
$303K -$28.2K -1,134 -9%
IAS
172
IMA Advisory Services
Colorado
$303K -$1.09K -44 -0.4%
SA
173
SRH Advisors
Kansas
$297K
VCM
174
Virtue Capital Management
Tennessee
$291K +$291K +11,718 New
OIA
175
Optimum Investment Advisors
Illinois
$281K