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Schwab Short-Term US Treasury ETF

340 hedge funds and large institutions have $3.37B invested in Schwab Short-Term US Treasury ETF in 2019 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 133 increasing their positions, 122 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
340
Holders Change
+33
Holders Change %
+10.75%
% of All Funds
7.37%
Holding in Top 10
53
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+12.77%
% of All Funds
1.15%
New
63
Increased
133
Reduced
122
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
FGAM
176
Financial Gravity Asset Management
Texas
$881K +$881K +35,220 New
SAM
177
Summit Asset Management
Tennessee
$878K -$47.7K -1,902 -5%
SWM
178
SigFig Wealth Management
California
$868K -$27.3K -1,088 -3%
JWM
179
Janiczek Wealth Management
Colorado
$861K +$44.9K +1,788 +6%
Franklin Resources
180
Franklin Resources
California
$845K +$40.7K +1,620 +5%
GAM
181
Gemmer Asset Management
California
$825K +$312K +12,422 +61%
IFS
182
Ifrah Financial Services
Arkansas
$807K +$38.6K +1,536 +5%
HCIA
183
Hochman Cole Investment Advisors
Illinois
$792K -$52.3K -2,084 -6%
CA
184
Cambridge Advisors
Nebraska
$778K +$6.83K +272 +0.9%
BCI
185
Brinker Capital Investments
Pennsylvania
$774K +$10.5K +418 +1%
RCA
186
Rowland Carmichael Advisors
Arizona
$771K +$214K +8,530 +38%
SC
187
Slow Capital
California
$768K +$51.5K +2,052 +7%
SDWMA
188
Schneider Downs Wealth Management Advisors
Pennsylvania
$760K -$116K -4,640 -13%
MAS
189
Managed Account Services
Florida
$722K +$24.8K +990 +4%
BWL
190
Bogart Wealth LLC
Virginia
$717K +$717K +28,580 New
SWA
191
Stratos Wealth Advisors
Ohio
$685K +$685K +27,296 New
REMPR
192
Roof Eidam Maycock Peralta (REMP)
California
$674K -$38.4K -1,530 -5%
TSS
193
Two Sigma Securities
New York
$669K +$430K +17,146 +180%
IF
194
Ironwood Financial
Arizona
$647K -$72.7K -2,900 -10%
GIA
195
GHP Investment Advisors
Colorado
$643K -$97.1K -3,870 -13%
WIC
196
Whitegate Investment Counselors
New Hampshire
$629K +$256K +10,190 +68%
CAN
197
Claraphi Advisory Network
United States
$628K -$7.18K -286 -1%
Rockefeller Capital Management
198
Rockefeller Capital Management
New York
$609K +$609K +24,264 New
AWMG
199
Alliance Wealth Management Group
New Jersey
$603K -$10.2K -408 -2%
TCM
200
Towercrest Capital Management
Pennsylvania
$603K -$10.2K -408 -2%