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Schwab Short-Term US Treasury ETF

456 hedge funds and large institutions have $4.18B invested in Schwab Short-Term US Treasury ETF in 2020 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 171 increasing their positions, 176 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
456
Holders Change
+32
Holders Change %
+7.55%
% of All Funds
10.07%
Holding in Top 10
80
Holding in Top 10 Change
+27
Holding in Top 10 Change %
+50.94%
% of All Funds
1.77%
New
67
Increased
171
Reduced
176
Closed
31
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
NP
251
NorthRock Partners
Minnesota
$700K -$1.04M -39,990 -60%
LJAC
252
L.J. Altfest & Co
New York
$696K -$4.21M -162,648 -86%
FC
253
Financial Consulate
Maryland
$694K -$3.78K -146 -0.5%
LFS
254
Lutz Financial Services
Nebraska
$681K -$134K -5,190 -16%
WIP
255
Wellesley Investment Partners
Massachusetts
$667K +$88.7K +3,432 +15%
BCMO
256
Buckingham Capital Management (Ohio)
Ohio
$648K -$33.1K -1,280 -5%
CCA
257
Cobblestone Capital Advisors
New York
$645K -$10.3K -400 -2%
SAM
258
Summit Asset Management
Tennessee
$643K -$258K -9,998 -29%
MA
259
Modus Advisors
Minnesota
$642K +$58.1K +2,244 +10%
MAS
260
Managed Account Services
Florida
$631K -$161K -6,244 -20%
CFS
261
CRA Financial Services
New Jersey
$627K +$364K +14,094 +139%
DPI
262
Diversified Portfolios Inc
Michigan
$625K
PFA
263
Pure Financial Advisors
California
$604K +$173K +6,706 +40%
DP
264
DDD Partners
Washington
$602K +$4.04K +156 +0.7%
LRPA
265
L. Roy Papp & Associates
Arizona
$595K -$517 -20 -0.1%
FF
266
Friedenthal Financial
New Jersey
$577K -$9.11K -352 -2%
DAC
267
Dividend Assets Capital
South Carolina
$559K -$25.9K -1,000 -4%
IAS
268
IMA Advisory Services
Colorado
$546K +$48.2K +1,864 +10%
EAM
269
Evanson Asset Management
California
$546K +$546K +21,108 New
MSWMA
270
Market Street Wealth Management Advisors
Indiana
$533K +$533K +20,606 New
QCMC
271
Quantum Capital Management (California)
California
$531K
CWM
272
Chicago Wealth Management
Illinois
$530K +$4.5K +174 +0.9%
CCM
273
Carlson Capital Management
Minnesota
$522K -$219K -8,472 -30%
DI
274
Diligent Investors
California
$516K -$1.35K -52 -0.3%
FWM
275
Focused Wealth Management
New York
$513K