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Schwab Short-Term US Treasury ETF

138 hedge funds and large institutions have $455M invested in Schwab Short-Term US Treasury ETF in 2016 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 59 increasing their positions, 34 reducing their positions, and 17 closing their positions.

Holders
138
Holders Change
+14
Holders Change %
+11.29%
% of All Funds
3.46%
Holding in Top 10
20
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.11%
% of All Funds
0.5%
New
33
Increased
59
Reduced
34
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
LIM
1
Leavell Investment Management
Alabama
$52.5M 1,041,556 +813,622 +357%
IA
2
IndexIQ Advisors
New York
$39.3M 780,100 +780,100 New
KKAMG
3
Kernodle & Katon Asset Management Group
Arkansas
$25.6M 507,881 +48,334 +11%
QCMNJ
4
Quantum Capital Management (New Jersey)
New Jersey
$20.9M 413,713 +4,025 +1%
MWM
5
MinichMacGregor Wealth Management
New York
$19.8M 393,366 -2,519 -0.6%
FC
6
Financial Consulate
Maryland
$18.9M 375,391 +366,818 +4,279%
LA
7
LVW Advisors
New York
$15.9M 314,964 -11,361 -3%
RPGK
8
Retirement Planning Group (Kansas)
Kansas
$11.5M 228,263 +104,077 +84%
REMPR
9
Roof Eidam Maycock Peralta (REMP)
California
$11.3M 223,920 +9,890 +5%
CF
10
Corrigan Financial
Rhode Island
$10.1M 201,291 +5,760 +3%
FWM
11
Frontier Wealth Management
Missouri
$9.83M 194,867 +40,554 +26%
SPL
12
Smart Portfolios LLC
Washington
$9.56M 189,690 -4,339 -2%
BSB
13
Bangor Savings Bank
Maine
$9.37M 185,846 +8,921 +5%
CA
14
Callahan Advisors
Texas
$9.2M 182,551 -23,460 -11%
EWM
15
Evermay Wealth Management
Virginia
$8.25M 163,604 -7,880 -5%
CHJWM
16
Carlton Hofferkamp & Jenks Wealth Management
Texas
$8.06M 159,787 +21,701 +16%
BSW
17
Buckingham Strategic Wealth
Missouri
$7.83M 155,236 +5,223 +3%
JWS
18
Juncture Wealth Strategies
Arizona
$7.37M 146,122 +673 +0.5%
Wealth Enhancement Advisory Services
19
Wealth Enhancement Advisory Services
Minnesota
$7.07M 140,184 +44,839 +47%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$6.59M 130,707 +4,536 +4%
FI
21
FormulaFolio Investments
Michigan
$6.52M 129,276 +129,276 New
ECML
22
Eagle Capital Management (Louisiana)
Louisiana
$6.46M 128,066 -45,297 -26%
PTCG
23
Pring Turner Capital Group
California
$5.89M 116,825 -18,424 -14%
RWM
24
Rench Wealth Management
Texas
$4.86M 96,344 -10,143 -10%
CMP
25
Courage Miller Partners
Virginia
$4.15M 82,266 -1,032 -1%