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Schwab Short-Term US Treasury ETF

463 hedge funds and large institutions have $4.11B invested in Schwab Short-Term US Treasury ETF in 2020 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 174 increasing their positions, 169 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
463
Holders Change
+7
Holders Change %
+1.54%
% of All Funds
9.52%
Holding in Top 10
68
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-15%
% of All Funds
1.4%
New
55
Increased
174
Reduced
169
Closed
45
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
RJA
226
Raymond James & Associates
Florida
$936K -$215K -8,322 -19%
DP
227
DDD Partners
Washington
$912K +$311K +12,048 +52%
EAM
228
Evanson Asset Management
California
$909K +$364K +14,120 +67%
BFA
229
Beaumont Financial Advisors
Massachusetts
$905K -$33.6M -1,302,484 -97%
WC
230
Wealth CMT
New Jersey
$885K +$103K +3,998 +13%
PIMG
231
Patriot Investment Management Group
Tennessee
$871K -$63.5K -2,458 -7%
PFA
232
Pure Financial Advisors
California
$867K +$264K +10,214 +44%
HA
233
Harborview Advisors
Maine
$865K -$144K -5,594 -14%
FF
234
Friedenthal Financial
New Jersey
$865K +$290K +11,218 +50%
JWM
235
Janiczek Wealth Management
Colorado
$860K -$5.26K -204 -0.6%
GAM
236
Gemmer Asset Management
California
$854K +$18.1K +700 +2%
IMC Chicago
237
IMC Chicago
Illinois
$848K -$93.4K -3,616 -10%
SG
238
Somerset Group
Minnesota
$845K +$16.5K +640 +2%
WSTAM
239
Wilbanks Smith & Thomas Asset Management
Virginia
$838K +$36.8K +1,426 +5%
SWM
240
SigFig Wealth Management
California
$834K +$5.06K +196 +0.6%
RF
241
RHS Financial
California
$825K +$39.3K +1,522 +5%
APA
242
American Portfolios Advisors
New York
$819K -$2.28M -88,136 -74%
MI
243
Moneywise Inc
Virginia
$817K +$18K +698 +2%
PWM
244
Perigon Wealth Management
California
$805K -$407K -15,776 -34%
OIA
245
OneDigital Investment Advisors
Kansas
$801K +$50.1K +1,942 +7%
TIM
246
Tortoise Investment Management
New York
$800K -$513K -19,894 -39%
Koshinski Asset Management
247
Koshinski Asset Management
Illinois
$790K +$10.2K +396 +1%
FWM
248
Frontier Wealth Management
Missouri
$789K +$789K +30,570 New
BFG
249
Bouchey Financial Group
New York
$784K -$1.3M -50,334 -62%
CCA
250
Cobblestone Capital Advisors
New York
$761K +$117K +4,520 +18%