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Schwab Short-Term US Treasury ETF

85 hedge funds and large institutions have $287M invested in Schwab Short-Term US Treasury ETF in 2015 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 29 increasing their positions, 25 reducing their positions, and 4 closing their positions.

Holders
85
Holders Change
+15
Holders Change %
+21.43%
% of All Funds
2.38%
Holding in Top 10
11
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+57.14%
% of All Funds
0.31%
New
19
Increased
29
Reduced
25
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
LIM
1
Leavell Investment Management
Alabama
$49.3M 971,200 +865,667 +820%
QCMNJ
2
Quantum Capital Management (New Jersey)
New Jersey
$34M 669,507 +8,208 +1%
SWA
3
SFMG Wealth Advisors
Texas
$22.4M 440,982 +440,982 New
ECML
4
Eagle Capital Management (Louisiana)
Louisiana
$12.5M 246,483 -50,011 -17%
CA
5
Callahan Advisors
Texas
$12.2M 241,062 +80,848 +50%
JWS
6
Juncture Wealth Strategies
Arizona
$11.2M 219,585 +4,013 +2%
BSB
7
Bangor Savings Bank
Maine
$8.49M 167,200 +1,866 +1%
Jane Street
8
Jane Street
New York
$8.27M 162,696 +139,600 +604%
GC
9
Grimes & Company
Massachusetts
$7.04M 138,498 +138,498 New
CHJWM
10
Carlton Hofferkamp & Jenks Wealth Management
Texas
$6.83M 134,458 -3,849 -3%
PMG
11
ProVise Management Group
Florida
$6.46M 127,121 +127,121 New
FI
12
FormulaFolio Investments
Michigan
$5.88M 115,689 +85,266 +280%
EWM
13
Evermay Wealth Management
Virginia
$5.84M 115,004 +38,840 +51%
TCM
14
Twele Capital Management
Minnesota
$5.69M 112,016 +8,527 +8%
Bessemer Group
15
Bessemer Group
New Jersey
$5.59M 110,000
Wells Fargo
16
Wells Fargo
California
$5.47M 107,699 +12,190 +13%
RPGK
17
Retirement Planning Group (Kansas)
Kansas
$5.46M 107,373 -4,809 -4%
BSW
18
Buckingham Strategic Wealth
Missouri
$4.78M 94,049 +13,277 +16%
CMP
19
Courage Miller Partners
Virginia
$4.43M 87,148 -3,270 -4%
FWM
20
Frontier Wealth Management
Missouri
$4.39M 86,437 -194,614 -69%
BCI
21
Brinker Capital Investments
Pennsylvania
$4.33M 85,308 +69,238 +431%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$3.71M 73,022 +7,644 +12%
DWM
23
Destination Wealth Management
California
$3.41M 67,132 +10,393 +18%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$3.16M 62,212 -4,984 -7%
UCFA
25
United Capital Financial Advisors
Texas
$2.94M 57,957 -16,131 -22%