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Schwab Short-Term US Treasury ETF

70 hedge funds and large institutions have $211M invested in Schwab Short-Term US Treasury ETF in 2015 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 35 increasing their positions, 17 reducing their positions, and 4 closing their positions.

Holders
70
Holders Change
+4
Holders Change %
+6.06%
% of All Funds
1.89%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.19%
New
9
Increased
35
Reduced
17
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
QCMNJ
1
Quantum Capital Management (New Jersey)
New Jersey
$33.5M 661,299 +6,308 +1%
Morgan Stanley
2
Morgan Stanley
New York
$22M 432,869 +255,973 +145%
ECML
3
Eagle Capital Management (Louisiana)
Louisiana
$15M 296,494 -139,921 -32%
FWM
4
Frontier Wealth Management
Missouri
$14.3M 281,051 +146,130 +108%
JWS
5
Juncture Wealth Strategies
Arizona
$10.9M 215,572 +2,924 +1%
BSB
6
Bangor Savings Bank
Maine
$8.38M 165,334 +4,426 +3%
CA
7
Callahan Advisors
Texas
$8.12M 160,214 +53,763 +51%
CHJWM
8
Carlton Hofferkamp & Jenks Wealth Management
Texas
$7.01M 138,307 +4,656 +3%
RPGK
9
Retirement Planning Group (Kansas)
Kansas
$5.69M 112,182 +4,889 +5%
Bessemer Group
10
Bessemer Group
New Jersey
$5.58M 110,000 +110,000 New
LIM
11
Leavell Investment Management
Alabama
$5.35M 105,533 +96,657 +1,089%
TCM
12
Twele Capital Management
Minnesota
$5.25M 103,489 +1,229 +1%
Wells Fargo
13
Wells Fargo
California
$4.84M 95,509 +83,640 +705%
CMP
14
Courage Miller Partners
Virginia
$4.59M 90,418 -385 -0.4%
UBS Group
15
UBS Group
Switzerland
$4.18M 82,456 +34,969 +74%
BSW
16
Buckingham Strategic Wealth
Missouri
$4.1M 80,772 -15,298 -16%
Bank of America
17
Bank of America
North Carolina
$4.07M 80,233 +73,972 +1,181%
EWM
18
Evermay Wealth Management
Virginia
$3.86M 76,164 +13,764 +22%
UCFA
19
United Capital Financial Advisors
Texas
$3.76M 74,088 +8,780 +13%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$3.41M 67,196 +12,704 +23%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$3.32M 65,378 +60,218 +1,167%
IF
22
Ironwood Financial
Arizona
$3.13M 61,697 -9,426 -13%
RWM
23
Rench Wealth Management
Texas
$2.93M 57,766 -35,227 -38%
DWM
24
Destination Wealth Management
California
$2.88M 56,739 +2,185 +4%
CA
25
Capital Advantage
California
$2.58M 50,829 -111,019 -69%