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Schwab Short-Term US Treasury ETF

307 hedge funds and large institutions have $2.38B invested in Schwab Short-Term US Treasury ETF in 2018 Q4 according to their latest regulatory filings, with 84 funds opening new positions, 120 increasing their positions, 77 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
307
Holders Change
+55
Holders Change %
+21.83%
% of All Funds
6.85%
Holding in Top 10
47
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+62.07%
% of All Funds
1.05%
New
84
Increased
120
Reduced
77
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SS
176
Simplicity Solutions
Minnesota
$651K +$651K +26,072 New
PWA
177
Providence Wealth Advisors
Illinois
$636K +$94K +3,768 +17%
CAN
178
Claraphi Advisory Network
United States
$631K +$631K +25,302 New
AWMG
179
Alliance Wealth Management Group
New Jersey
$610K +$16.6K +666 +3%
TCM
180
Towercrest Capital Management
Pennsylvania
$610K +$16.6K +666 +3%
DAC
181
Dividend Assets Capital
South Carolina
$604K -$17.5K -700 -3%
FF
182
Friedenthal Financial
New Jersey
$602K +$73.2K +2,934 +14%
BIA
183
Bigelow Investment Advisors
Maine
$581K +$215K +8,620 +59%
DBRC
184
D.B. Root & Company
Pennsylvania
$578K +$67.6K +2,708 +13%
CA
185
Callahan Advisors
Texas
$574K -$143K -5,736 -20%
RCA
186
Rowland Carmichael Advisors
Arizona
$554K -$26.9K -1,078 -5%
FWM
187
Focused Wealth Management
New York
$547K +$547K +21,928 New
GWM
188
Geneos Wealth Management
Colorado
$536K +$531K +21,312 +10,656%
FANJ
189
Financial Architects (New Jersey)
New Jersey
$534K +$424K +17,002 +387%
CA
190
Calton & Associates
Florida
$523K +$145K +5,806 +38%
DP
191
DDD Partners
Washington
$519K +$39.2K +1,568 +8%
HI
192
Human Investing
Oregon
$512K +$512K +20,522 New
GAM
193
Gemmer Asset Management
California
$510K +$268K +10,738 +111%
LA
194
LVW Advisors
New York
$503K +$503K +20,148 New
WPA
195
West Paces Advisors
Georgia
$486K +$486K +19,476 New
WAM
196
Weatherly Asset Management
California
$474K
Millennium Management
197
Millennium Management
New York
$471K +$471K +18,892 New
ECM
198
Exchange Capital Management
Michigan
$456K +$19K +762 +4%
Koshinski Asset Management
199
Koshinski Asset Management
Illinois
$425K -$279K -11,178 -40%
SGCA
200
Steel Grove Capital Advisors
Tennessee
$422K