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Schwab Short-Term US Treasury ETF

42 hedge funds and large institutions have $118M invested in Schwab Short-Term US Treasury ETF in 2014 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 16 increasing their positions, 15 reducing their positions, and 5 closing their positions.

Holders
42
Holders Change
+3
Holders Change %
+7.69%
% of All Funds
1.21%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.17%
New
9
Increased
16
Reduced
15
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
QCMNJ
1
Quantum Capital Management (New Jersey)
New Jersey
$27.6M 546,455 -2,733 -0.5%
ECML
2
Eagle Capital Management (Louisiana)
Louisiana
$21.7M 430,193 +195,612 +83%
DWM
3
Destination Wealth Management
California
$7.92M 156,713 -108,314 -41%
RWM
4
Rench Wealth Management
Texas
$6.49M 128,303 +128,303 New
CHJWM
5
Carlton Hofferkamp & Jenks Wealth Management
Texas
$5.88M 116,250 +6,200 +6%
TCM
6
Twele Capital Management
Minnesota
$5.17M 102,355 -205 -0.2%
CMP
7
Courage Miller Partners
Virginia
$4.15M 82,055 -1,215 -1%
CWM
8
Confluence Wealth Management
Oregon
$3.96M 78,248 +78,248 New
BSW
9
Buckingham Strategic Wealth
Missouri
$3.84M 75,982 +27,660 +57%
RPGK
10
Retirement Planning Group (Kansas)
Kansas
$3.6M 71,245 +71,245 New
CA
11
Callahan Advisors
Texas
$3.52M 69,652 +7,619 +12%
SCA
12
STALEY CAPITAL ADVISERS
Pennsylvania
$2.75M 54,300 +8,200 +18%
LYV
13
Live Your Vision
Pennsylvania
$2.39M 47,210 +9,580 +25%
BFG
14
Bouchey Financial Group
New York
$1.94M 38,439 -4,286 -10%
Wells Fargo
15
Wells Fargo
California
$1.93M 38,095 +16,902 +80%
CCM
16
Carlson Capital Management
Minnesota
$1.85M 36,669 +1,792 +5%
U
17
UBS
Switzerland
$1.66M 32,823 +327 +1%
RJA
18
Raymond James & Associates
Florida
$1.45M 28,744 -82,257 -74%
UCFA
19
United Capital Financial Advisors
Texas
$1.24M 24,437 +24,437 New
CS
20
Credit Suisse
Switzerland
$905K 17,906 -1,669 -9%
OIA
21
Optimum Investment Advisors
Illinois
$886K 17,530 -2,720 -13%
IFS
22
Ifrah Financial Services
Arkansas
$826K 16,347 +983 +6%
PMG
23
ProVise Management Group
Florida
$792K 15,672 +9,885 +171%
AI
24
Atria Investments
North Carolina
$700K 13,852 -931 -6%
SAM
25
Summit Asset Management
Tennessee
$606K 11,981 +116 +1%