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Schwab Short-Term US Treasury ETF

123 hedge funds and large institutions have $343M invested in Schwab Short-Term US Treasury ETF in 2016 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 47 increasing their positions, 42 reducing their positions, and 8 closing their positions.

Holders
123
Holders Change
+12
Holders Change %
+10.81%
% of All Funds
3.29%
Holding in Top 10
16
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.43%
New
22
Increased
47
Reduced
42
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Bessemer Group
1
Bessemer Group
New Jersey
$31.1M 610,000 +500,000 +455%
KKAMG
2
Kernodle & Katon Asset Management Group
Arkansas
$23.6M 463,544 -17,239 -4%
QCMNJ
3
Quantum Capital Management (New Jersey)
New Jersey
$21M 412,779 -187,336 -31%
MWM
4
MinichMacGregor Wealth Management
New York
$20.4M 399,729 -586 -0.1%
REMPR
5
Roof Eidam Maycock Peralta (REMP)
California
$14.7M 288,822 -50,628 -15%
ECML
6
Eagle Capital Management (Louisiana)
Louisiana
$12.6M 246,959 -4,664 -2%
LIM
7
Leavell Investment Management
Alabama
$12M 234,519 -81,045 -26%
CA
8
Callahan Advisors
Texas
$11.9M 234,099 +24,106 +11%
FWM
9
Frontier Wealth Management
Missouri
$10.3M 202,257 +89,822 +80%
CF
10
Corrigan Financial
Rhode Island
$10M 196,514 +613 +0.3%
LA
11
LVW Advisors
New York
$9.22M 180,882 +17,476 +11%
BSB
12
Bangor Savings Bank
Maine
$8.74M 171,408 -972 -0.6%
EWM
13
Evermay Wealth Management
Virginia
$8.26M 162,119 +15,370 +10%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$7.21M 141,403 +12,319 +10%
PTCG
15
Pring Turner Capital Group
California
$6.96M 136,650 -760 -0.6%
CHJWM
16
Carlton Hofferkamp & Jenks Wealth Management
Texas
$6.94M 136,210 -3,249 -2%
JWS
17
Juncture Wealth Strategies
Arizona
$6.85M 134,452 -108,715 -45%
BSW
18
Buckingham Strategic Wealth
Missouri
$6.33M 124,218 +18,364 +17%
RPGK
19
Retirement Planning Group (Kansas)
Kansas
$5.89M 115,540 +3,972 +4%
BCI
20
Brinker Capital Investments
Pennsylvania
$4.33M 85,022 -18,950 -18%
CMP
21
Courage Miller Partners
Virginia
$4.24M 83,248 -3,404 -4%
KLC
22
Knowledge Leaders Capital
Colorado
$4.04M 79,213 +79,213 New
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$3.71M 72,823 +63,382 +671%
BRWA
24
B. Riley Wealth Advisors
Florida
$3.35M 72,480 +18,202 +34%
MFT
25
Moisand Fitzgerald Tamayo
Florida
$3.03M 59,440 +7,973 +15%