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Schwab Short-Term US Treasury ETF

463 hedge funds and large institutions have $4.29B invested in Schwab Short-Term US Treasury ETF in 2020 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 181 increasing their positions, 169 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
463
Holders Change
Holders Change %
0%
% of All Funds
9.37%
Holding in Top 10
57
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-16.18%
% of All Funds
1.15%
New
42
Increased
181
Reduced
169
Closed
37
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
IAS
226
IMA Advisory Services
Colorado
$888K +$453K +17,574 +104%
HA
227
Harborview Advisors
Maine
$872K +$8.35K +324 +1%
PIMG
228
Patriot Investment Management Group
Tennessee
$871K +$2.99K +116 +0.3%
JWM
229
Janiczek Wealth Management
Colorado
$867K +$8.35K +324 +1%
WSTAM
230
Wilbanks Smith & Thomas Asset Management
Virginia
$861K +$25.2K +978 +3%
HCM
231
Hilton Capital Management
New York
$858K -$26.9M -1,043,414 -97%
CA
232
Cambridge Advisors
Nebraska
$858K -$696K -27,012 -45%
SCM
233
Stonehearth Capital Management
Massachusetts
$853K -$240K -9,308 -22%
GAM
234
Gemmer Asset Management
California
$851K -$515 -20 -0.1%
BCM
235
Brookstone Capital Management
Illinois
$833K -$4.04M -157,044 -83%
VWA
236
Visionary Wealth Advisors
Illinois
$832K -$990K -38,438 -54%
MI
237
Moneywise Inc
Virginia
$804K -$11.4K -444 -1%
NRI
238
NFP Retirement Inc
California
$801K +$488K +18,940 +156%
WP
239
WealthSource Partners
California
$799K -$299K -11,610 -27%
RF
240
RHS Financial
California
$792K -$31.3K -1,214 -4%
CCA
241
Cobblestone Capital Advisors
New York
$789K +$30.6K +1,190 +4%
SG
242
Somerset Group
Minnesota
$782K -$61.6K -2,392 -7%
FWM
243
Frontier Wealth Management
Missouri
$770K -$16.7K -648 -2%
BFG
244
Bouchey Financial Group
New York
$764K -$18.7K -726 -2%
EVC
245
Eidelman Virant Capital
Missouri
$763K +$763K +29,652 New
CWM
246
Confluence Wealth Management
Oregon
$751K -$3.49M -137,900 -82%
LFS
247
Lutz Financial Services
Nebraska
$750K -$2.27K -88 -0.3%
SAM
248
Summit Asset Management
Tennessee
$744K +$103K +4,000 +16%
EAM
249
Evanson Asset Management
California
$739K -$168K -6,528 -19%
DIM
250
Delta Investment Management
California
$726K +$522K +20,278 +256%