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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
DWM
201
Destination Wealth Management
California
$108K +$2.58K +104 +2%
CAPTRUST Financial Advisors
202
CAPTRUST Financial Advisors
North Carolina
$106K +$53.9K +2,170 +104%
ASN
203
Advisory Services Network
Georgia
$104K -$33.2K -1,338 -24%
BWA
204
Burt Wealth Advisors
Maryland
$103K +$16.9K +680 +20%
WAM
205
Wealthspire Advisors (Maryland)
Maryland
$55K -$6.76K -272 -11%
Carson Wealth (CWM LLC)
206
Carson Wealth (CWM LLC)
Nebraska
$48K -$79K -3,180 -62%
VIA
207
Vantage Investment Advisors
Pennsylvania
$48K -$11K -442 -19%
ML
208
McAdam LLC
Pennsylvania
$45K -$1.59K -64 -3%
GRP
209
Global Retirement Partners
California
$36K
B
210
Bridgeworth
Alabama
$26K +$26.1K +1,050 New
KFA
211
Kabarec Financial Advisors
Illinois
$25K
AWM
212
AllSquare Wealth Management
New York
$23K
EA
213
Edge Advisors
Georgia
$23K +$99 +4 +0.4%
GWM
214
Geneos Wealth Management
Colorado
$22K +$22.1K +888 New
PWAG
215
Polaris Wealth Advisory Group
California
$21K
EWM
216
Elmwood Wealth Management
California
$19.3K
WOC
217
West Oak Capital
California
$18.2K
FDCDDQ
218
Federation des caisses Desjardins du Quebec
Quebec, Canada
$17.5K
BlackRock
219
BlackRock
New York
$17K +$13.8K +556 +421%
1IA
220
1834 Investment Advisors
Wisconsin
$15K -$76.6K -3,082 -84%
SQA
221
Simon Quick Advisors
New Jersey
$15K +$596 +24 +4%
BBPWM
222
Blue Bell Private Wealth Management
Pennsylvania
$14K
OIA
223
OneDigital Investment Advisors
Kansas
$13K +$6.41K +258 +105%
AOWM
224
Alpha Omega Wealth Management
Virginia
$10K
TL
225
TrueWealth LLC
Georgia
$10K +$50 +2 +0.5%