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Schwab Short-Term US Treasury ETF

252 hedge funds and large institutions have $1.3B invested in Schwab Short-Term US Treasury ETF in 2018 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 114 increasing their positions, 76 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
252
Holders Change
+15
Holders Change %
+6.33%
% of All Funds
5.77%
Holding in Top 10
29
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+26.09%
% of All Funds
0.66%
New
39
Increased
114
Reduced
76
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CIM
201
Contravisory Investment Management
Massachusetts
$215K
SI
202
SimpliFi Inc
California
$211K +$992 +40 +0.5%
HGWM
203
Harvest Group Wealth Management
Massachusetts
$211K +$211K +8,526 New
LFG
204
Larson Financial Group
Missouri
$204K +$791 +32 +0.4%
SPC
205
Sigma Planning Corp
Michigan
$201K +$248 +10 +0.1%
GRP
206
Global Retirement Partners
California
$201K +$165K +6,664 +456%
EF
207
Empirical Finance
Pennsylvania
$200K +$743 +30 +0.4%
ADL
208
Asset Dedication LLC
California
$182K -$10.9K -440 -6%
AIM
209
Anchor Investment Management
South Carolina
$167K
RCC
210
Red Cedar Capital
Nebraska
$129K +$7.4K +298 +6%
FANJ
211
Financial Architects (New Jersey)
New Jersey
$109K -$103K -4,162 -49%
CAPTRUST Financial Advisors
212
CAPTRUST Financial Advisors
North Carolina
$106K
SWP
213
Stratos Wealth Partners
Ohio
$103K +$103K +4,148 New
BWA
214
Burt Wealth Advisors
Maryland
$99K -$3.87K -156 -4%
DWM
215
Destination Wealth Management
California
$98K -$9.17K -372 -9%
TNBTD
216
Trustmark National Bank Trust Department
Mississippi
$93K +$93K +3,750 New
US Bancorp
217
US Bancorp
Minnesota
$91K -$26.3K -1,058 -22%
WSTAM
218
Wilbanks Smith & Thomas Asset Management
Virginia
$84K +$84K +3,370 New
PFBT
219
Parkside Financial Bank & Trust
Missouri
$65K +$65K +2,610 New
Carson Wealth (CWM LLC)
220
Carson Wealth (CWM LLC)
Nebraska
$52K +$4.33K +176 +9%
SPIA
221
Steward Partners Investment Advisory
New York
$51K -$75K -3,018 -60%
VIA
222
Vantage Investment Advisors
Pennsylvania
$47K -$692 -28 -1%
ML
223
McAdam LLC
Pennsylvania
$45K
APP
224
Avantax Planning Partners
Iowa
$40K +$40K +1,598 New
BWP
225
Baldwin Wealth Partners
Massachusetts
$40K +$40K +1,616 New