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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
UAS
176
United Asset Strategies
New York
$275K +$275K +11,052 New
IA
177
IFP Advisors
Florida
$258K -$33.6K -1,352 -12%
ACS
178
Archford Capital Strategies
Illinois
$254K +$254K +10,228 New
Citigroup
179
Citigroup
New York
$250K -$48.7K -1,962 -16%
JCM
180
Janney Capital Management
Pennsylvania
$244K -$53.7K -2,162 -18%
SMG
181
Spectrum Management Group
Indiana
$244K +$54.2K +2,180 +28%
AWM
182
Altium Wealth Management
New York
$232K +$232K +9,328 New
RPA
183
Rock Point Advisors
Vermont
$231K
HCM
184
Hengehold Capital Management
Ohio
$222K +$222K +8,934 New
CIM
185
Contravisory Investment Management
Massachusetts
$215K
SBA
186
Secrest Blakey & Associates
North Carolina
$215K +$696 +28 +0.3%
FANJ
187
Financial Architects (New Jersey)
New Jersey
$213K -$367K -14,778 -63%
Creative Planning
188
Creative Planning
Kansas
$212K +$212K +8,526 New
SI
189
SimpliFi Inc
California
$211K +$210K +8,468 New
LFG
190
Larson Financial Group
Missouri
$204K -$2.24K -90 -1%
SPC
191
Sigma Planning Corp
Michigan
$201K +$199 +8 +0.1%
EF
192
Empirical Finance
Pennsylvania
$200K -$250K -10,056 -56%
ADL
193
Asset Dedication LLC
California
$195K
GAM
194
Gemmer Asset Management
California
$193K +$4.62K +186 +2%
AIM
195
Anchor Investment Management
South Carolina
$168K
EK
196
Evensky & Katz
Florida
$164K -$141K -5,696 -46%
ECM
197
Exchange Capital Management
Michigan
$145K +$11.8K +474 +9%
SPIA
198
Steward Partners Investment Advisory
New York
$126K +$67.9K +2,732 +117%
RCC
199
Red Cedar Capital
Nebraska
$122K +$447 +18 +0.4%
US Bancorp
200
US Bancorp
Minnesota
$117K -$27.6K -1,112 -19%