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Schwab Short-Term US Treasury ETF

424 hedge funds and large institutions have $2.93B invested in Schwab Short-Term US Treasury ETF in 2019 Q4 according to their latest regulatory filings, with 96 funds opening new positions, 167 increasing their positions, 123 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
424
Holders Change
+56
Holders Change %
+15.22%
% of All Funds
8.37%
Holding in Top 10
53
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.85%
% of All Funds
1.05%
New
96
Increased
167
Reduced
123
Closed
35
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SIS
276
SVB Investment Services
Utah
$400K +$400K +15,854 New
RPWA
277
Regent Peak Wealth Advisors
Georgia
$396K +$396K +15,710 New
CCG
278
Ceeto Capital Group
Florida
$379K
ECM
279
Exchange Capital Management
Michigan
$376K -$73.6K -2,916 -16%
RCA
280
Rowland Carmichael Advisors
Arizona
$370K -$324K -12,852 -47%
SFS
281
Sowell Financial Services
Arkansas
$366K +$14.4K +568 +4%
PA
282
PFG Advisors
Arizona
$366K +$84.7K +3,356 +30%
DS
283
DRW Securities
Illinois
$353K +$353K +14,000 New
AIS
284
American Investment Services
Massachusetts
$349K +$94.6K +3,752 +37%
RPA
285
Rock Point Advisors
Vermont
$347K +$55K +2,180 +19%
CFO
286
CVA Family Office
Colorado
$342K +$342K +13,534 New
SI
287
SimpliFi Inc
California
$340K +$2.37K +94 +0.7%
AP
288
Appleton Partners
Massachusetts
$338K
VHAM
289
Van Hulzen Asset Management
California
$330K -$28.9K -1,146 -8%
CA
290
Cetera Advisors
Colorado
$328K +$36.5K +1,444 +13%
AA
291
Advisory Alpha
Michigan
$326K +$15.4K +612 +5%
RIA
292
Realta Investment Advisors
Delaware
$319K -$138K -5,404 -30%
CA
293
Callahan Advisors
Texas
$319K -$68.5K -2,710 -18%
PIA
294
Perennial Investment Advisors
California
$312K +$312K +12,346 New
SSWM
295
Smith Salley Wealth Management
North Carolina
$309K -$18.4K -730 -6%
CMBA
296
C.M. Bidwell & Associates
Hawaii
$300K +$34.3K +1,360 +13%
I
297
INVST
Indiana
$298K -$1.63M -64,436 -85%
TC
298
TownSquare Capital
Utah
$297K -$384K -15,234 -56%
MAM
299
Marquette Asset Management
Minnesota
$294K
HWMG
300
Hurlow Wealth Management Group
Indiana
$293K -$50.6K -2,002 -15%