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Schwab Short-Term US Treasury ETF

160 hedge funds and large institutions have $635M invested in Schwab Short-Term US Treasury ETF in 2017 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 65 increasing their positions, 53 reducing their positions, and 7 closing their positions.

Holders
160
Holders Change
+22
Holders Change %
+15.94%
% of All Funds
3.99%
Holding in Top 10
22
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+10%
% of All Funds
0.55%
New
31
Increased
65
Reduced
53
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
SEI Investments
1
SEI Investments
Pennsylvania
$95.4M 1,891,539 +1,891,539 New
IA
2
IndexIQ Advisors
New York
$53.1M 1,052,074 +271,974 +35%
LIM
3
Leavell Investment Management
Alabama
$51.1M 1,012,721 -28,835 -3%
FIMG
4
Financial & Investment Management Group
Michigan
$32.3M 639,957 +639,957 New
SWA
5
SFMG Wealth Advisors
Texas
$28.2M 558,243 +536,858 +2,510%
KKAMG
6
Kernodle & Katon Asset Management Group
Arkansas
$27.1M 537,977 +30,096 +6%
MWM
7
MinichMacGregor Wealth Management
New York
$20.1M 397,741 +4,375 +1%
QCMNJ
8
Quantum Capital Management (New Jersey)
New Jersey
$19M 375,610 -38,103 -9%
LA
9
LVW Advisors
New York
$13.9M 274,658 -40,306 -13%
Bank of America
10
Bank of America
North Carolina
$13.6M 268,913 +244,861 +1,018%
FIM
11
Freedom Investment Management
Connecticut
$12.2M 241,391 +241,391 New
RPGK
12
Retirement Planning Group (Kansas)
Kansas
$12M 237,167 +8,904 +4%
CF
13
Corrigan Financial
Rhode Island
$10.7M 212,995 +11,704 +6%
BSB
14
Bangor Savings Bank
Maine
$10.2M 202,291 +16,445 +9%
CA
15
Callahan Advisors
Texas
$10.2M 201,920 +19,369 +11%
SPL
16
Smart Portfolios LLC
Washington
$10M 199,229 +9,539 +5%
Wealth Enhancement Advisory Services
17
Wealth Enhancement Advisory Services
Minnesota
$8.19M 162,414 +22,230 +16%
CHJWM
18
Carlton Hofferkamp & Jenks Wealth Management
Texas
$8.12M 161,013 +1,226 +0.8%
EWM
19
Evermay Wealth Management
Virginia
$7.9M 156,568 -7,036 -4%
JWS
20
Juncture Wealth Strategies
Arizona
$7.48M 148,286 +2,164 +1%
Financial Engines Advisors
21
Financial Engines Advisors
California
$7.31M 144,907 +65,910 +83%
ECML
22
Eagle Capital Management (Louisiana)
Louisiana
$7.17M 142,014 +13,948 +11%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$7.05M 139,609 +8,902 +7%
BSW
24
Buckingham Strategic Wealth
Missouri
$6.74M 133,535 -21,701 -14%
PTCG
25
Pring Turner Capital Group
California
$5.71M 113,095 -3,730 -3%