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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 %
WBC
251
West Branch Capital
Massachusetts
$725K +$2.16K +84 +0.3%
RPG
252
Resource Planning Group
Georgia
$721K -$641K -24,908 -47%
SIS
253
SVB Investment Services
Utah
$721K
HFS
254
Howard Financial Services
Texas
$712K -$232K -8,996 -25%
GLLW
255
Graves Light Lenhart Wealth
Virginia
$700K
RW
256
REDW Wealth
New Mexico
$681K +$54.9K +2,132 +9%
AIA
257
Arcadia Investment Advisors
Idaho
$678K -$28.3K -1,098 -4%
DPI
258
Diversified Portfolios Inc
Michigan
$674K
LNC
259
Lincoln National Corp
Pennsylvania
$673K +$1.24K +48 +0.2%
MSWMA
260
Market Street Wealth Management Advisors
Indiana
$670K +$29.7K +1,152 +5%
FC
261
Financial Consulate
Maryland
$665K -$25.5K -990 -4%
PFA
262
Pure Financial Advisors
California
$660K -$205K -7,960 -24%
PWM
263
Perigon Wealth Management
California
$648K -$155K -6,018 -19%
CFS
264
CRA Financial Services
New Jersey
$644K -$16.4K -638 -2%
KAS
265
Kestra Advisory Services
Texas
$641K +$641K +24,906 New
YIA
266
YHB Investment Advisors
Connecticut
$627K +$627K +24,336 New
TIM
267
Tortoise Investment Management
New York
$615K -$183K -7,106 -23%
DAC
268
Dividend Assets Capital
South Carolina
$610K -$38.6K -1,500 -6%
LRPA
269
L. Roy Papp & Associates
Arizona
$590K -$2.06K -80 -0.3%
MFG
270
MidWestOne Financial Group
Iowa
$584K +$584K +22,696 New
CAL
271
Capital Analysts LLC
Pennsylvania
$574K +$574K +22,284 New
CAN
272
Cetera Advisor Networks
California
$560K +$97.6K +3,794 +21%
TI
273
Trexquant Investment
Connecticut
$559K -$97.2K -3,774 -15%
FI
274
FormulaFolio Investments
Michigan
$533K +$533K +20,698 New
PWA
275
Providence Wealth Advisors
Illinois
$532K +$121K +4,716 +30%