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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 %
CIM
176
Contravisory Investment Management
Massachusetts
$216K
SBA
177
Secrest Blakey & Associates
North Carolina
$214K -$9.76K -392 -4%
LFG
178
Larson Financial Group
Missouri
$207K -$151K -6,040 -42%
SPC
179
Sigma Planning Corp
Michigan
$201K +$201K +8,072 New
ADL
180
Asset Dedication LLC
California
$195K -$40K -1,598 -17%
SMG
181
Spectrum Management Group
Indiana
$191K +$191K +7,650 New
GAM
182
Gemmer Asset Management
California
$189K +$77.8K +3,124 +70%
AIM
183
Anchor Investment Management
South Carolina
$168K
US Bancorp
184
US Bancorp
Minnesota
$145K
ASN
185
Advisory Services Network
Georgia
$138K -$40.8K -1,638 -23%
ECM
186
Exchange Capital Management
Michigan
$133K +$52.9K +2,124 +66%
Carson Wealth (CWM LLC)
187
Carson Wealth (CWM LLC)
Nebraska
$127K
RCC
188
Red Cedar Capital
Nebraska
$122K +$8.5K +340 +7%
SWP
189
Stratos Wealth Partners
Ohio
$94K +$50 +2 +0.1%
1IA
190
1834 Investment Advisors
Wisconsin
$92K -$22.6K -906 -20%
BWA
191
Burt Wealth Advisors
Maryland
$86K -$141K -5,682 -62%
CTC
192
Central Trust Company
Missouri
$84K
DWM
193
Destination Wealth Management
California
$63K +$63K +4,242 New
WAM
194
Wealthspire Advisors (Maryland)
Maryland
$61K -$84K -3,394 -58%
VIA
195
Vantage Investment Advisors
Pennsylvania
$59K -$70.3K -2,828 -54%
SPIA
196
Steward Partners Investment Advisory
New York
$58K +$38.7K +1,558 +200%
CAPTRUST Financial Advisors
197
CAPTRUST Financial Advisors
North Carolina
$52K -$56.5K -2,270 -52%
ML
198
McAdam LLC
Pennsylvania
$47K +$47K +1,886 New
GRP
199
Global Retirement Partners
California
$36K -$7.89K -320 -18%
FRA
200
Front Row Advisors
California
$32K